Growth-Oriented Personal Banker I

First Bank; Mooresville (NC); On-site; USD 35,000 - 48,000; Full time

Job summary

First Bank in Mooresville, NC is seeking a Personal Banker I to help customers achieve their financial goals. You will conduct needs assessments, recommend suitable products, and build lasting relationships at the service window and through outreach.

This role involves generating leads, handling account openings, processing loan and card applications, and delivering clear guidance to customers while adhering to banking policies and procedures.

Qualifications

• High school diploma or GED.
• Experience in customer service or sales preferred.
• Ability to assess customer financial needs.
• Knowledge of banking products and services.

Responsibilities

• Coordinate Personal Banker and Service Representative roles to deliver exceptional service.
• Open all types of personal and business accounts and prepare related documentation.
• Process loan applications and credit card orders.
• Assist customers with deposits, withdrawals, and account inquiries.
• Maintain knowledge of security procedures and compliance.
• Support multiple branch locations as needed.
• Build and maintain profitable customer relationships.

Skills

Customer service

Sales aptitude

Financial needs assessment

Account opening

Education

High school diploma or GED

Tools

Mainframe computer system

Word processing

Spreadsheet software

Job description

First Bank in Mooresville, NC is seeking a Personal Banker I to help customers achieve their financial goals. You will conduct needs assessments, recommend suitable products, and build lasting relationships at the service window and through outreach.

This role involves generating leads, handling account openings, processing loan and card applications, and delivering clear guidance to customers while adhering to banking policies and procedures.