Customer-Driven Personal Banker I

Peoples Bank - Newton, NC; Claremont (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

Peoples Bank seeks a professional to deliver exceptional customer service, engaging customers about their financial needs and our services. You will recommend and open appropriate accounts, discuss loan needs and process consumer loan applications, make referrals to business partners, and support a customer-focused sales culture aligned with the bank's goals.

The role emphasizes accuracy, communication, and the ability to identify suitable banking solutions for varied customer situations,

Qualifications

• High School diploma or equivalent required.
• 1–3 years of experience in branch banking, retail sales or customer service preferred.
• Demonstrated excellent customer service and sales abilities.
• Proficiency with computers and basic office equipment.

Responsibilities

• Deliver exceptional customer service and engage customers about financial needs.
• Recommend and open appropriate accounts and related services.
• Discuss loan needs and process consumer loan applications.
• Make referrals to business partners and cross-sell products.
• Support Peoples Bank goals and a customer-focused sales culture.

Skills

Excellent customer service

Strong communication

Strong sales

Basic math

Detail oriented

Computer literacy

Education

High School diploma or equivalent

Job description

Peoples Bank seeks a professional to deliver exceptional customer service, engaging customers about their financial needs and our services. You will recommend and open appropriate accounts, discuss loan needs and process consumer loan applications, make referrals to business partners, and support a customer-focused sales culture aligned with the bank's goals.

The role emphasizes accuracy, communication, and the ability to identify suitable banking solutions for varied customer situations,