Personal Banker I — Trusted Banking Advisor

First Bank; Candler (NC); On-site; USD 35,000 - 55,000; Full time

Job summary

First Bank is seeking a Personal Banker I to assess customers' financial needs and recommend suitable products and services to meet immediate and future goals. Under supervision, you will generate leads, build relationships, and deliver clear guidance at the service window and through needs assessments.

Key duties include opening and servicing accounts, processing loans, handling deposits, and assisting customers with cards, checks, and other banking products.

Qualifications

• High school diploma or GED or equivalent.
• Work related experience could consist of reception or secretarial duties in a business environment.
• Intermediate knowledge of Bank operations, products and services; related laws and regulations.
• Excellent organizational and time management skills.
• Intermediate skills in computer terminal and personal computer operation; mainframe systems.
• Exceptional verbal, written and interpersonal communication skills.

Responsibilities

• Coordinate Personal Banker and Service Representative functions to deliver efficient, accurate and professional service.
• Provide transactional support to Tellers and dual control functionality as applicable (75%).
• Open all types of personal and business accounts and prepare related documentation.
• Input and close personal loan applications including DDA lines of credit and credit card applications.
• Assist customers with requests, complaints, research and follow-ups to resolve matters to the customer's satisfaction.
• Process non-post reports, wire transfers, credit card orders, address changes, check orders and branch reporting.
• Be familiar with security procedures of the branch, including opening & closing and personnel safety.
• Interface with customers via telephone or in person and support multiple branches as needed.
• Exhibit effective communication.

Job description

First Bank is seeking a Personal Banker I to assess customers' financial needs and recommend suitable products and services to meet immediate and future goals. Under supervision, you will generate leads, build relationships, and deliver clear guidance at the service window and through needs assessments.

Key duties include opening and servicing accounts, processing loans, handling deposits, and assisting customers with cards, checks, and other banking products.