Personal Banker I

Peoples-Bank; Claremont (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

Peoples Bank in Claremont, NC is seeking an Experienced Customer Service Representative to join our full-time daytime team. You will engage customers, discuss financial needs, and open accounts.

The role emphasizes cross-selling, loan discussions, and referrals to partners while supporting our customer-focused sales culture and company goals.

Qualifications

• High School diploma or equivalent
• 1-3 years of experience in branch banking, retail sales or customer service
• Experience in customer service and sales roles

Responsibilities

• Deliver exceptional customer service and engage customers about financial needs.
• Recommend and open appropriate accounts and related services.
• Discuss loan needs and process consumer loan applications.
• Promote additional Peoples Bank products and refer customers to partners.
• Support bank goals and customer-focused sales culture.

Skills

Customer service

Communication

Sales

Basic math

Detail oriented

Computer literacy

Education

High School diploma or equivalent

Job description

Job Details

Level: Experienced

Job Location: Claremont - Claremont, NC 28610

Position Type: Full Time

Job Shift: Day

• Deliver Exceptional Customer Service including engaging customers about their financial needs and our services.
• Recommend and open appropriate accounts and related services.
• Discuss loan needs and process consumer loan applications.
• Recommend other appropriate products and services offered by Peoples Bank and make referrals to business partners.
• Supports Peoples Bank goals, mission statement, new initiatives, and customer-focused sales culture.

QualificationsRequired Education/Knowledge:

• High School diploma or equivalent
• One to three years of experience in branch banking, retail sales or general customer service

Knowledge, Skills & Abilities:

• Excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customer and employees.
• Strong communication and organizational skills
• Strong sales skills and ability to assess customer needs and identify appropriate cross-sales opportunities.
• Basic math skills
• Detail oriented with a high degree of accuracy
• Competence with computers, telephones, and other office machinery.