Personal Banker I

First Bancorp
Anywhere
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1-3 yearsEducation: high_schoolSkills: ["Communication","Customer service","Organization","Time management","Sales"]

Ensure a great customer experience by conducting financial needs assessments and recommending appropriate deposit and loan products. Under direct supervision, you’ll generate leads, build and maintain customer relationships at the service window and through follow-up needs assessments. You’ll open and support accounts, process requests and applications, handle certain transactional and dual-control activities, and meet activity and growth goals while following operational, regulatory, and security requirements.

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FursaFursa
First Bancorp
First Bancorp
2 days ago

Personal Banker I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 2 weeks ago

Job Summary

Ensure a great customer experience by conducting financial needs assessments and recommending appropriate deposit and loan products. Under direct supervision, you’ll generate leads, build and maintain customer relationships at the service window and through follow-up needs assessments. You’ll open and support accounts, process requests and applications, handle certain transactional and dual-control activities, and meet activity and growth goals while following operational, regulatory, and security requirements.
Location: Anywhere
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Coordinate Personal Banker and Service Representative functions to deliver efficient, accurate branch service.
  • •Provide transactional support, open personal/business accounts, and prepare related documentation.
  • •Process loan applications (including DDA lines of credit and credit card applications) and related follow-ups.
  • •Handle customer requests, complaints, research, and follow-up on deposit accounts, cards, safe deposit boxes, official checks, and other bank products/services.
  • •Engage in outbound calling and needs assessment to generate qualified referrals and meet activity/growth goals while adhering to operational, regulatory, and security requirements.

Key Requirements

  • •High school diploma or GED, or equivalent combination of education and experience.
  • •1 to 3 years of banking experience, or previous teller or customer contact/sales experience (or equivalent).
  • •Intermediate knowledge of bank operations, products and services, and applicable state/federal laws and regulations.
  • •Excellent organizational and time management skills with the ability to work with minimal supervision.
  • •Intermediate computer skills (terminal and personal computer operation, mainframe, word processing, spreadsheets, and specialty software).
Experience:1-3 yearsBanking
Education:High School
Skills:CommunicationCustomer serviceOrganizationTime managementSales
Licenses:Driver's license
Tech Stack:MainframeWord processingSpreadsheetsComputer terminalPersonal computer

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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