Senior Personal Banker: Growth, Guidance & Solutions

First Bank; Denton (NC); On-site; USD 42,000 - 65,000; Full time

Job summary

First Bank in Denton, NC is seeking a Personal Banker II to conduct thorough financial needs assessments and recommend suitable products and services. The role involves serving at the service window and through needs assessment and sales, under supervision, with 3–5 years of banking or customer sales experience recommended.

The position requires handling accounts, loans and sensitive information while delivering exceptional customer experience.

Qualifications

• Excellent verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel.
• Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies.
• Excellent organizational and time management skills – ability to work with minimal supervision.

Responsibilities

• Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience.
• Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (50%).
• Opens all types of personal and business accounts and prepares related documentation (50%).
• Inputs and closes personal loan applications including DDA lines of credit, credit card applications, auto, boat, CD and other Personal secured or unsecured loans.
• Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to: Deposits, Debit and Credit cards, Safe deposit boxes, Official checks, Any other bank product or service.

Skills

Verbal communication

Written communication

Interpersonal skills

Time management

Customer service

Education

High school diploma or GED

Tools

Mainframe computer system

Word processing

Spreadsheet

Job description

First Bank in Denton, NC is seeking a Personal Banker II to conduct thorough financial needs assessments and recommend suitable products and services. The role involves serving at the service window and through needs assessment and sales, under supervision, with 3–5 years of banking or customer sales experience recommended.

The position requires handling accounts, loans and sensitive information while delivering exceptional customer experience.