Personal Banker I: Build Relationships & Drive Growth

First Bank SBA, Inc.

Angier (NC)

On-site

USD 35,000 - 52,000

Full time

6 days ago
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Job summary

First Bank SBA, Inc. in Angier, NC is seeking a Personal Banker I to assess customer needs and recommend suitable financial products. The role involves opening accounts, processing loans, and delivering top-quality service at the service window and through needs assessment.

Under supervision, you will develop customer relationships and generate referrals to meet sales goals. The position emphasizes adherence to regulatory requirements, exceptional communication, and a commitment to a great

Qualifications

  • High school diploma or GED or equivalent combination of education and experience.
  • Experience in reception or secretarial duties in a business environment is a plus.
  • Basic knowledge of bank operations, products and services; compliance with related laws and procedures.

Responsibilities

  • Coordinates Personal Banker and Service Representative functions to deliver efficient service.
  • Provides transactional support to Tellers and ensures accuracy in branch operations.
  • Opens personal and business accounts and prepares related documentation.
  • Inputs and processes loan applications, including lines of credit and cards.
  • Handles customer requests, researches issues and follows up to resolve matters.

Skills

Customer service
Communication skills
Time management
Organizational skills
Reception experience

Education

High school diploma or GED

Tools

Computer terminals
Mainframe systems
Office software

Job description

First Bank SBA, Inc. in Angier, NC is seeking a Personal Banker I to assess customer needs and recommend suitable financial products. The role involves opening accounts, processing loans, and delivering top-quality service at the service window and through needs assessment.

Under supervision, you will develop customer relationships and generate referrals to meet sales goals. The position emphasizes adherence to regulatory requirements, exceptional communication, and a commitment to a great

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