Personal Banker I

Idaho First Bank; Boise (ID); On-site; USD 35,000 - 45,000; Full time

Job summary

Join a leading community bank as a Personal Banker I, where you will assist customers in managing their finances and provide exceptional service. This entry-level role involves managing accounts, reviewing documents, and supporting business development activities while ensuring compliance with banking regulations.

Qualifications

• At least one year of previous financial experience is highly desired.

Responsibilities

• Manage client bank accounts, including opening, closing, and updating accounts.
• Identify opportunities to offer/refer additional products and services.
• Respond promptly to customer queries and complaints.

Skills

Communication

Organizational Skills

Computer Skills

Job description

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Description

The primary responsibility of the Personal Banker is to assist customers in managing their bank accounts and finances through individualized services. In this role, the personal banker oversees all aspects of their clients’ accounts, informing and providing them with banking services including new accounts, loans, or credit cards.

Essential Functions

1. Manage client bank accounts, including opening, closing, and updating accounts
2. Identify opportunities to offer/refer additional products and services that will add value to our customer relationships
3. Review documents for accuracy and legal compliance, collect and verify required customer information for account openings and revisions
4. Assist customers with mobile banking and account management tools
5. Respond promptly to customer queries and complaints by offering solutions or referring them to the correct individuals
6. Perform teller functions as needed
7. Review and decide overdraft items in accordance with bank policy

Additional Responsibilities

1. Complete required compliance and educational training
2. Support business development activities as needed within individual markets
3. Participate in Community First Events
4. Provide exceptional customer service while remaining within Bank regulatory and legal guidelines
5. Work and travel flexibility across retail operations

Skills And Competencies

1. Exceptional communication, organizational, and computer skills
2. Maintain strict customer confidentiality
3. Work respectfully and cooperatively with all IFB team members
4. Self-directed with minimal supervision

Requirements

• At least one year of previous financial experience is highly desired

About IFB

Idaho First Bank (IFB) is a full-service, community bank established in October 2005 and headquartered in McCall, Idaho. Known for its People First and Community First motto, the Bank serves communities across Southwest Idaho and Central Oregon, with branches in McCall, New Meadows, Eagle, Ketchum, Nampa, Boise, Bend, and Hailey. IFB is a member of FDIC and an Equal Housing Lender. More info at www.idahofirstbank.com

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Banking