Senior Personal Banker: Accounts & Loans

First Bank; Mooresville (NC); On-site; USD 42,000 - 54,000; Full time

Job summary

First Bank in Mooresville, NC is seeking a Personal Banker II to assess customers’ financial needs and recommend appropriate products and services. You will build relationships at the service window and through needs assessment, driving sales and a great customer experience.

Ideal candidates have 3–5 years of banking or customer sales experience, strong interpersonal skills, and the ability to work across branch locations.

Qualifications

• 3–5 years of banking or customer sales experience.
• Strong interpersonal and communication skills.
• Ability to work across branch locations.

Responsibilities

• Coordinates service functions to deliver efficient, accurate customer service.
• Opens all types of personal and business accounts and prepares related documentation.
• Inputs and processes loan applications and related product orders.
• Generates and maintains profitable customer relationships while meeting sales goals.
• Adheres to security, regulatory requirements and branch policies.

Skills

Customer service

Sales

Communication

Time management

Attention to detail

Education

High school diploma or GED

Tools

Mainframe software

Word processing

Spreadsheet

Job description

First Bank in Mooresville, NC is seeking a Personal Banker II to assess customers’ financial needs and recommend appropriate products and services. You will build relationships at the service window and through needs assessment, driving sales and a great customer experience.

Ideal candidates have 3–5 years of banking or customer sales experience, strong interpersonal skills, and the ability to work across branch locations.