PERSONAL BANKER - DORAL

FirstBank Florida; Florida; On-site; USD 42,000 - 60,000; Full time

Job summary

FirstBank Florida is seeking a Personal Banker to promote bank deposit products, open a variety of accounts, and deliver exceptional customer service. You will work to meet branch goals, process new accounts accurately, and provide referrals to Treasury and Lending teams for cross‑selling opportunities.

The role requires banking experience, strong numeracy, and proficiency with banking products. You will be involved in daily sales initiatives while upholding internal controls and quality service.

Qualifications

• Three years banking experience or in a similar job; equivalent education/experience
• Good mathematical and communications skills
• 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

Responsibilities

• Meet branch production goals through proactive selling and service of deposit products and accounts
• Provide qualified referrals to Treasury and Lending specialists for cross-sell
• Promote and execute sales initiatives and ensure customer satisfaction
• Adhere to internal controls and account opening protocols; prepare and process documents for new accounts
• Maintain and update customer account information; respond to questions about services (ATM cards, statements, rates, checks)
• Serve as teller backup and assist in various operational duties

Skills

Customer focus

Building strong relations

Communication

Business acumen

Problem analysis & solution

Ownership

Vision & values

Collaboration & teamwork

Education

Banking products training

Tools

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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