Personal Banker I

First Bancorp
Columbia
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1-3 yearsEducation: high_schoolSkills: ["Communication","Organizational skills","Time management","Customer focus","Attention to detail"]

Conduct thorough financial needs assessments to recommend appropriate deposit and loan products, supporting customers at the service window and through sales conversations. Under direct supervision, generate leads, build and maintain customer relationships, and meet activity and growth goals. Open accounts, process loan applications and related requests, handle transactions, and assist with customer needs and issue resolution while following operational, regulatory, and security requirements.

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FursaFursa
First Bancorp
First Bancorp
1 month ago

Personal Banker I

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Conduct thorough financial needs assessments to recommend appropriate deposit and loan products, supporting customers at the service window and through sales conversations. Under direct supervision, generate leads, build and maintain customer relationships, and meet activity and growth goals. Open accounts, process loan applications and related requests, handle transactions, and assist with customer needs and issue resolution while following operational, regulatory, and security requirements.
Location: Columbia
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Conduct financial needs assessments and recommend deposit/loan products to meet customers’ immediate and future needs.
  • •Generate leads and maintain profitable customer relationships while delivering great customer experience.
  • •Open personal and business accounts and prepare related documentation.
  • •Input and close personal loan applications, including lines of credit and credit card applications, following operational and regulatory requirements.
  • •Provide transactional support and resolve customer requests/complaints by handling items such as wire transfers, card orders, and address changes while adhering to security procedures and compliance requirements.

Key Requirements

  • •1-3 years of banking experience or prior teller/customer contact/sales experience (equivalent).
  • •High school diploma or GED, or an equivalent combination of education and experience.
  • •Intermediate knowledge of bank operations, products, services, and related state/federal laws and regulations.
  • •Intermediate skills with computer terminal/personal computer use, including word processing, spreadsheet, and specialty software; mainframe exposure preferred.
  • •Exceptional verbal, written, and interpersonal communication skills with strong organizational and time-management ability.
Experience:1-3 yearsBankingFinancial services
Education:High School
Skills:CommunicationOrganizational skillsTime managementCustomer focusAttention to detail
Licenses:Driver's license
Tech Stack:Computer terminalPersonal computerWord processingSpreadsheetsMainframe computer system

Company Brief

First Bancorp
Operates as a community bank providing personal and business banking services such as checking and savings accounts, loans, and digital banking tools for local customers and small businesses.
Industry: Banking
Growth: Established Company
Funding: Bootstrapped
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