Traveling Personal Banker

First Bank (FBNC); High Point (NC); On-site; USD 38,000 - 58,000; Full time

Job summary

First Bank (FBNC) is seeking a Roving Personal Banker to conduct thorough financial needs assessments and recommend suitable banking products. You will build and maintain customer relationships, support multiple branches, and drive sales while delivering exceptional service.

Travel between branches is required to fill in as needed, ensuring a consistent customer experience across locations. The role emphasizes guidance, clarity, and knowledge to help customers with deposits, loans, cards, and

Qualifications

• High school diploma or equivalent required.
• Experience in banking or financial services preferred.
• Basic knowledge of bank operations, products, and procedures.
• Strong organizational and time management skills.
• Excellent verbal and written communication abilities.

Responsibilities

• Guide customers to assess financial needs and recommend products.
• Perform branch service duties and transactional support.
• Open accounts and prepare related documentation.
• Process loan applications and credit card orders.
• Travel between branches to cover needs as required.
• Ensure compliance with regulatory and security requirements.

Skills

Customer service

Sales skills

Needs assessment

Verbal communication

Regulatory knowledge

Education

High school diploma

Tools

Mainframe systems

Branch software

CRM software

Job description

First Bank (FBNC) is seeking a Roving Personal Banker to conduct thorough financial needs assessments and recommend suitable banking products. You will build and maintain customer relationships, support multiple branches, and drive sales while delivering exceptional service.

Travel between branches is required to fill in as needed, ensuring a consistent customer experience across locations. The role emphasizes guidance, clarity, and knowledge to help customers with deposits, loans, cards, and