Personal Banker I: Relationship & Service Specialist

First Bank SBA, Inc.; Jacksonville (NC); On-site; USD 36,000 - 48,000; Full time

Job summary

First Bank SBA, Inc. in Jacksonville, NC is seeking a Personal Banker I to assess customers' financial needs and recommend products and services that fulfill their immediate and future financial goals.

Under supervision, you will generate leads, build relationships, and deliver a clear, simple customer experience at the service window and through needs assessment and sales. This entry-level role requires 1–3 years in banking or customer sales.

Qualifications

• Minimum customer service experience preferred.
• Knowledge of sales techniques and product knowledge.
• Strong verbal and written communication skills.
• Ability to work with minimal supervision and multi-task in a busy branch.
• Familiarity with banking policies and procedures.

Responsibilities

• Coordinate Personal Banker and Service Representative functions to deliver efficient service.
• Provide transactional support to Tellers and perform 75% dual control tasks.
• Open all types of personal and business accounts and prepare documentation.
• Input and close personal loan applications including DDA lines of credit and credit card apps.
• Assist customers with requests, complaints, and follow-ups to resolve issues.
• Process non-post reports, wire transfers, address changes, and order forms.
• Adhere to security, regulatory and branch procedures.
• Interact with customers in person or by telephone and support multiple branches.

Skills

Customer service

Sales skills

Communication

Cash handling

multitasking

Education

High school diploma or GED

Tools

Banking software

Job description

First Bank SBA, Inc. in Jacksonville, NC is seeking a Personal Banker I to assess customers' financial needs and recommend products and services that fulfill their immediate and future financial goals.

Under supervision, you will generate leads, build relationships, and deliver a clear, simple customer experience at the service window and through needs assessment and sales. This entry-level role requires 1–3 years in banking or customer sales.