Relationship-Driven Personal Banker

FirstBank Florida

Miami (FL)

On-site

USD 38,000 - 54,000

Full time

5 days ago
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Job summary

FirstBank Florida is seeking a Personal Banker to promote deposit products, open varied accounts, and drive cross-sell opportunities. You will provide excellent customer service, process documentation accurately, and support lending referrals while maintaining branch performance goals.

You will handle customer inquiries, assist with account maintenance, and ensure compliance with banking policies. Strong communication and relationship-building skills are essential to success in a fast-paced

Qualifications

  • Three years banking experience or equivalent combination of education and experience
  • Good mathematical and communications skills
  • Formal training in banking products and/or processing new accounts
  • Good understanding of financial products, loan documentation, and real-estate lending objectives
  • Strong knowledge of Microsoft Office

Responsibilities

  • Meet branch production goals and promote bank deposit products
  • Open all types of accounts and execute integrated sales and relationship strategies
  • Provide referrals to Treasury and Lending specialists for cross-sell
  • Conduct sales initiatives following procedures and ensure customer retention
  • Maintain customer service standards and ensure total customer satisfaction
  • Adhere to account opening protocols and document handling
  • Prepare documents and assist customers in signing for accounts
  • Input data and maintain new account files
  • Process account changes such as address, title or rate updates
  • Promote lending products and answer customer questions
  • Resolve customer problems per FirstBank Florida service policy
  • Assist with overdraft handling and delinquent loans
  • Serve as teller backup when needed
  • Ensure compliance with federal and state regulations

Skills

Customer focus
Relationship building
Communication
Business acumen
Problem solving
Ownership
Vision and values
Teamwork
Microsoft Office

Job description

FirstBank Florida is seeking a Personal Banker to promote deposit products, open varied accounts, and drive cross-sell opportunities. You will provide excellent customer service, process documentation accurately, and support lending referrals while maintaining branch performance goals.

You will handle customer inquiries, assist with account maintenance, and ensure compliance with banking policies. Strong communication and relationship-building skills are essential to success in a fast-paced

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