Relationship Banker: Grow Deposits, Loans & Service

First Bank; Coral Gables (FL); On-site; USD 42,000 - 56,000; Full time

Job summary

First Bank in Florida seeks a Personal Banker to support branch sales goals, open diverse accounts, and provide exceptional service to customers. You will cross-sell banking products, assist with lending referrals, and maintain compliance with BSA/AML/OFAC standards.

The role requires strong math, communication, and banking product knowledge, with emphasis on accuracy in documentation and customer care. On-site work with a focus on teamwork and growth.

Qualifications

• Three years banking experience or in a similar job is required or equivalent combination of education and experience
• Good mathematical and communications skills
• A formal training in banking products and/or processing new accounts
• Strong knowledge of Microsoft Office
• Good understanding of financial products, loan documentation, and business objectives of a real-estate lending department

Responsibilities

• Ensure the branch production goals are met
• Promote and service all the deposit products available at the bank and open all types of accounts
• Provide Treasury and Lending specialists with qualified referrals for cross-sell
• Conduct sales initiatives through adequate procedures
• Ensure effective customer retention and growth through ongoing sales and servicing initiatives
• Ensure implementation of the Bank’s customer service philosophy in regards total customer satisfaction
• Strictly adhere to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation
• Prepare documents and assist customers in the signing of documents to process accounts
• Input information to create account data file of new accounts
• Perform maintenance changes on existing customer’s account
• Promote and answer questions regarding the various lending products the bank offers
• Resolve customer problems and complaints in accordance with FirstBank Florida excellent service policy
• Answer customer questions and assists customers with all needs
• Assist in implementing operational policy, ensuring transactions are processed in compliance with federal, state and bank requirements
• Maintain IRS/SEP file maintenance and reports
• Responsible for working supplies and ordering new accounts starter kits
• Maintenance of all logs
• Make sure corresponding reports are completely on a timely manner
• Assist customers on overdraft and delinquent loans
• Perform all other related position function
• Serve as teller backup as needed

Skills

Customer focus

Building strong relations

Communication

Business acumen

Problem analysis & solution

Ownership

Vision & values

Collaboration & teamwork

Tools

Microsoft Office

Job description

First Bank in Florida seeks a Personal Banker to support branch sales goals, open diverse accounts, and provide exceptional service to customers. You will cross-sell banking products, assist with lending referrals, and maintain compliance with BSA/AML/OFAC standards.

The role requires strong math, communication, and banking product knowledge, with emphasis on accuracy in documentation and customer care. On-site work with a focus on teamwork and growth.