Personal Banker I

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

Serve customers by conducting financial needs assessments and recommending deposit and loan products that meet immediate and future goals. Under direct supervision, open and service personal and business accounts, process requests and applications, and support branch operations with accurate, compliant handling of transactions. Build and maintain profitable customer relationships through inbound and outbound outreach, meeting activity and growth goals while delivering great customer experience.

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FursaFursa
First Bancorp
First Bancorp
1 day ago

Personal Banker I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Serve customers by conducting financial needs assessments and recommending deposit and loan products that meet immediate and future goals. Under direct supervision, open and service personal and business accounts, process requests and applications, and support branch operations with accurate, compliant handling of transactions. Build and maintain profitable customer relationships through inbound and outbound outreach, meeting activity and growth goals while delivering great customer experience.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Conduct financial needs assessments and recommend appropriate products and services to fulfill customer immediate and future financial needs.
  • •Coordinate personal banker and service representative functions to deliver efficient, accurate, professional service and define great customer experience.
  • •Open personal and business accounts and prepare related documentation; input and close personal loan applications and assist with credit-related applications.
  • •Process branch transactions and requests, including wire transfers, address changes, deposit slip orders, and other related branch reporting/processes.
  • •Engage in outbound calling and needs assessment as assigned to generate qualified referrals and meet activity and growth goals while meeting compliance and security requirements.

Key Requirements

  • •1 to 3 years of banking experience or prior Teller experience or experience in a customer contact/sales role, or equivalent.
  • •High school diploma or GED (or the equivalent combination of education and experience).
  • •Intermediate knowledge of bank operations, products and services, and related state and federal laws and regulations.
  • •Excellent organizational and time management skills with the ability to work with minimal supervision.
  • •Exceptional verbal, written, and interpersonal communication skills, including the ability to apply common sense to carry out instructions.
Experience:1-3 yearsBanking
Education:High School
Skills:OrganizationalTime managementCommunicationInterpersonal skillsCustomer-focusedAttention to detail
Licenses:Valid driver's license
Tech Stack:Mainframe computer systemWord processingSpreadsheetsPersonal computerComputer terminalSpecialty software programs

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
Website