Personal Banker I

First Bancorp
United States
Workplace: OnsiteFull timeFunction: SalesExperience: 1-3 yearsEducation: high_schoolSkills: ["Communication","Organizational skills","Time management","Customer service"]

Deliver excellent in-branch and phone-based customer service by assessing customer financial needs and recommending appropriate deposit and loan products. Support service-area teller operations, open accounts, process requests and applications, and handle a variety of branch transactions. Build and maintain profitable customer relationships through outbound calling and needs assessments, achieving activity and growth goals while meeting operational, regulatory, and security requirements.

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FursaFursa
First Bancorp
First Bancorp
3 months ago

Personal Banker I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Deliver excellent in-branch and phone-based customer service by assessing customer financial needs and recommending appropriate deposit and loan products. Support service-area teller operations, open accounts, process requests and applications, and handle a variety of branch transactions. Build and maintain profitable customer relationships through outbound calling and needs assessments, achieving activity and growth goals while meeting operational, regulatory, and security requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Entry level

Key Responsibilities

  • •Coordinate Personal Banker and Service Representative functions to deliver efficient, accurate branch service and customer experience.
  • •Provide transactional support and dual control as applicable, including account openings and related documentation.
  • •Input and close personal loan applications (including DDA lines of credit and credit card applications) and assist with customer requests, complaints, and follow-ups.
  • •Process non-post report items, wire transfers, credit card orders, address changes, and related branch reporting/processes.
  • •Conduct outbound calling and needs assessments to generate referrals, achieve activity/growth goals, and maintain compliance with operational, regulatory, and security requirements.

Key Requirements

  • •1 to 3 years of banking experience or prior Teller/customer contact/sales experience (or equivalent).
  • •High school diploma or GED (or equivalent combination of education and experience).
  • •Intermediate knowledge of bank operations, products and 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/PC skills, including word processing and spreadsheet tools.
Experience:1-3 yearsBanking
Education:High School
Skills:CommunicationOrganizational skillsTime managementCustomer service
Licenses:Driver's license
Tech Stack:Computer terminalMainframeWord processingSpreadsheets

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