Financial Services Advisor I

First Bank

Laurinburg (NC)

On-site

USD 32,000 - 52,000

Full time

2 days ago
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Job summary

First Bank in Laurinburg, NC is seeking a Personal Banker I to assess customers' needs and propose banking solutions while building lasting relationships. You will open accounts, process loans and deliver a clear, simple banking experience under supervision.

This role emphasizes service excellence, outbound referrals, and compliance with bank policies. You may support multiple branches as needed and interact with customers at the service desk or by phone.

Qualifications

  • High school diploma or GED or equivalent.
  • Reception or secretarial duties experience is preferred.
  • In-house training or industry curricula related to banking or finance is beneficial.
  • Knowledge of bank operations, products and regulatory rules.
  • Strong organizational, time management and communication skills.

Responsibilities

  • Provide transactional support to Tellers and Service Area (75%).
  • Open personal and business accounts and prepare related documents (25%).
  • Input and close personal loan applications including lines of credit and credit cards.
  • Assist customers with deposits, cards, safekeeping, checks and related services.
  • Follow security procedures and comply with regulatory requirements.

Skills

Customer service
Sales skills
Communication
Time management
Computer skills

Education

GED or high school diploma

Job description

First Bank in Laurinburg, NC is seeking a Personal Banker I to assess customers' needs and propose banking solutions while building lasting relationships. You will open accounts, process loans and deliver a clear, simple banking experience under supervision.

This role emphasizes service excellence, outbound referrals, and compliance with bank policies. You may support multiple branches as needed and interact with customers at the service desk or by phone.

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