PERSONAL BANKER - BIRD ROAD

FirstBank Florida; Miami (FL); On-site; USD 38,000 - 54,000; Full time

Job summary

FirstBank Florida is seeking a Personal Banker to promote deposit products, open varied accounts, and drive cross-sell opportunities. You will provide excellent customer service, process documentation accurately, and support lending referrals while maintaining branch performance goals.

You will handle customer inquiries, assist with account maintenance, and ensure compliance with banking policies. Strong communication and relationship-building skills are essential to success in a fast-paced

Qualifications

• Three years banking experience or equivalent combination of education and experience
• Good mathematical and communications skills
• Formal training in banking products and/or processing new accounts
• Good understanding of financial products, loan documentation, and real-estate lending objectives
• Strong knowledge of Microsoft Office

Responsibilities

• Meet branch production goals and promote bank deposit products
• Open all types of accounts and execute integrated sales and relationship strategies
• Provide referrals to Treasury and Lending specialists for cross-sell
• Conduct sales initiatives following procedures and ensure customer retention
• Maintain customer service standards and ensure total customer satisfaction
• Adhere to account opening protocols and document handling
• Prepare documents and assist customers in signing for accounts
• Input data and maintain new account files
• Process account changes such as address, title or rate updates
• Promote lending products and answer customer questions
• Resolve customer problems per FirstBank Florida service policy
• Assist with overdraft handling and delinquent loans
• Serve as teller backup when needed
• Ensure compliance with federal and state regulations

Skills

Customer focus

Relationship building

Communication

Business acumen

Problem solving

Ownership

Vision and values

Teamwork

Microsoft Office

Job description

PERSONAL BANKER

Essential Functions:

• Ensure the branch production goals are met.
• Promote and service all the deposit products available at the bank and open all types of accounts, including checking, CDs, IRAs, Business Accounts and Safe Deposit Boxes. Execute integrated sales and relationship strategies that are in alignment with the area business plan to achieve desired revenue and service hurdles.
• Provide Treasury and Lending specialists with qualified referrals for cross-sell.
• Conduct sales initiatives through adequate procedures.
• Ensure effective customer retention and growth through ongoing sales and servicing initiatives.
• Ensure implementation of the Bank’s customer service philosophy in regards total customer satisfaction (knowledge, courtesy, appearance, responsiveness, accuracy and communication).
• Strictly adhere to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation.
• Prepare documents and assist customers in the signing of documents to process accounts.
• Input information to create account data file of new accounts.
• Perform any maintenance changes on existing customer’s account, such changes of address, title or rate changes.
• Promote and answer questions regarding the various lending products the bank offers.
• Resolve customer problems and complaints in accordance with FirstBank Florida excellent service policy.
• Answer customer questions and assists customers with all needs, such as: Safe Deposit boxes, issuing ATM cards, statements, rates, overdrafts, issue temporary checks, etc.
• Assist in implementing operational policy, ensuring transactions are processed in compliance with federal, state and bank requirements.
• Maintain IRS/SEP file maintenance and reports, as the liaison to Bankers Systems.
• Responsible for working supplies and ordering new accounts starter kits, if necessary.
• Maintenance of all logs.
• Make sure corresponding reports are completely on a timely manner.
• Assist customers on overdraft and delinquent loans.
• Perform all other related position function.
• Serve as teller backup as needed.

Competencies:

• Customer focus
• Building strong relations
• Communication
• Business acumen
• Problem analysis & solution
• Ownership
• Vision & values
• Collaboration & teamwork

Required Education and Experience:

“Employeemust comply with all requirements related to the Secure and FairEnforcement Mortgage Licensing Act of 2008 (SAFE Act) and itscorresponding regulations, including, but not limited to, obtain andmaintain an active record and a unique identifier within the NationwideMortgage Licensing System and Registry (NMLSR), continue to meet saidrecord and associated minimum register standards, including any applicablecontinuing education courses set forth by the Safe Act.”

• Three years banking experience or in a similar job is required or equivalent combination of education and experience
• Good mathematical and communications skills
• A formal training in banking products and/or processing new accounts
• Good understanding of financial products, loan documentation, and business objectives of a real-estate lending department
• Strong knowledge of Microsoft Office

Preferred Education and Experience:

• One year ofrelated Personal Banker functions/Teller experience and/or two years of cash handling

Other Duties Disclaimer:

Please note this position profile is not designed to cover or include a comprehensive listing of activities, duties or responsibilities that are
required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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