Personal Banker II

First Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 3-5 yearsEducation: high_schoolSkills: ["Organizational skills","Time management","Communication","Interpersonal communication","Customer focus"]

Conduct thorough financial needs assessments and recommend appropriate deposit and loan products to meet customers’ immediate and long-term goals. Build and maintain customer relationships while delivering service excellence at the service window and through needs-based sales and guidance. Coordinate teller-related support, open accounts, process applications and transactions, and handle customer requests and follow-ups. Meet activity and growth goals, adhere to operational/regulatory requirements (including BSA/AML), and complete required compliance training.

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FursaFursa
First Bancorp
First Bancorp
4 days ago

Personal Banker II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Conduct thorough financial needs assessments and recommend appropriate deposit and loan products to meet customers’ immediate and long-term goals. Build and maintain customer relationships while delivering service excellence at the service window and through needs-based sales and guidance. Coordinate teller-related support, open accounts, process applications and transactions, and handle customer requests and follow-ups. Meet activity and growth goals, adhere to operational/regulatory requirements (including BSA/AML), and complete required compliance training.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Conduct financial needs assessments and recommend suitable products and services for customer needs.
  • •Open personal and business accounts, prepare documentation, and process related account activities as required.
  • •Input and manage personal loan applications (including lines of credit and credit card/auto/boat/CD loans) following operational and regulatory requirements.
  • •Provide transactional support and dual control as applicable, including teller support and branch-related transaction processing.
  • •Manage customer requests/complaints and follow-ups, handle appropriate branch procedures and security requirements, and meet activity/growth goals.

Key Requirements

  • •3 to 5 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 and federal laws/regulations.
  • •Excellent organizational and time management skills with the ability to work with minimal supervision.
  • •Intermediate computer/terminal skills and strong verbal, written, and interpersonal communication abilities.
Experience:3-5 yearsBankingFinancial services
Education:High School
Skills:Organizational skillsTime managementCommunicationInterpersonal communicationCustomer focus
Licenses:Driver's license

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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