Senior Personal Banker & Relationship Advisor

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

Job summary

First Bank in the United States is seeking a Personal Banker II to assess customer needs and recommend appropriate products and services, ensuring immediate and future financial requirements are met. You will provide guidance at the service window and during needs assessments to deliver a great customer experience.

Under supervision, this role generates leads, builds and maintains customer relationships, and supports multiple branch locations with a focus on clarity, simplicity and compliance in

Qualifications

• High school diploma or GED or equivalent.
• Experience in customer contact, teller, or sales preferred.
• Knowledge of bank operations, products and services, and related regulations.

Responsibilities

• Coordinate Personal Banker and Service Representative functions to deliver excellent service.
• Open personal and business accounts and prepare documentation.
• Input and close loan applications including credit products.
• Assist customers with requests, complaints and follow-up to satisfaction.
• Process transfers, card orders, address changes, and related branch tasks.
• Adhere to security, compliance, and internal policies; support multiple branches.

Education

High school diploma or GED

In-house training / finance curriculum

Job description

First Bank in the United States is seeking a Personal Banker II to assess customer needs and recommend appropriate products and services, ensuring immediate and future financial requirements are met. You will provide guidance at the service window and during needs assessments to deliver a great customer experience.

Under supervision, this role generates leads, builds and maintains customer relationships, and supports multiple branch locations with a focus on clarity, simplicity and compliance in