Personal Banker I: Build Relationships & Grow Accounts

First Bank SBA, Inc.; Beaufort (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

First Bank SBA, Inc. is seeking a Personal Banker I in Beaufort, NC. You will assess customer needs, recommend products, and build relationships at the service window and via needs-based sales. The role supports multiple branches with a focus on accuracy and customer satisfaction.

The position emphasizes compliance, product knowledge, and delivering a clear, simple banking experience to customers daily. 1–3 years banking or customer-contact experience is preferred.

Qualifications

• High school diploma or GED or the equivalent combination of education and experience.
• Experience in reception or secretarial duties in a business environment.
• Educational experience related to business or financial industry is preferred.
• Intermediate knowledge of bank operations, products and services; related laws and policies.
• Excellent organizational and time management skills; ability to work with minimal supervision.
• Strong verbal, written and interpersonal communication skills.

Responsibilities

• Coordinate the Personal Banker and Service Representative functions in service delivery.
• Provide transactional support to Tellers and dual control functionality (75%).
• Open all types of personal and business accounts and prepare documentation (25%).
• Input and close personal loan applications including DDA lines of credit and credit card applications.
• Assist customers with requests, complaints, research and follow-up to resolve matters to customer satisfaction.
• Interface with customers via telephone or in person; support multiple branch locations as needed.

Skills

Customer service

Sales skills

Communication

Time management

Attention to detail

Education

High school diploma or GED

Tools

Mainframe computer system

Word processing

Spreadsheet

Specialty software programs

Job description

First Bank SBA, Inc. is seeking a Personal Banker I in Beaufort, NC. You will assess customer needs, recommend products, and build relationships at the service window and via needs-based sales. The role supports multiple branches with a focus on accuracy and customer satisfaction.

The position emphasizes compliance, product knowledge, and delivering a clear, simple banking experience to customers daily. 1–3 years banking or customer-contact experience is preferred.