Personal Banker II- Asheville West

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

Serve customers at the service window and through needs assessments to identify financial needs, generate leads, and recommend appropriate deposit and lending products. Coordinate with branch support roles, open accounts, process loan applications and related requests, and handle transactional and research inquiries. Build profitable customer relationships, meet activity/growth goals, follow operational, regulatory, and security requirements (including BSA/AML), and complete annual compliance training.

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First Bancorp
First Bancorp
3 days ago

Personal Banker II- Asheville West

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

Job Summary

Serve customers at the service window and through needs assessments to identify financial needs, generate leads, and recommend appropriate deposit and lending products. Coordinate with branch support roles, open accounts, process loan applications and related requests, and handle transactional and research inquiries. Build profitable customer relationships, meet activity/growth goals, follow operational, regulatory, and security requirements (including BSA/AML), and complete annual compliance training.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Conduct thorough financial needs assessments and recommend suitable banking products and services to meet customers’ immediate and future needs.
  • •Generate leads and build/maintain customer relationships at the service window and through sales and referrals.
  • •Coordinate with Personal Banker and Service Representative functions to deliver efficient, accurate, professional service and define great customer experience.
  • •Open accounts, prepare documentation, and input/close loan applications, including credit card and various personal loan types.
  • •Adhere to operational, regulatory, and security requirements (including BSA and Anti-Money Laundering Act) and complete annual compliance courses.

Key Requirements

  • •3 to 5 years of banking experience, or prior Teller experience, or equivalent customer contact/sales experience.
  • •High school diploma or GED, or equivalent education and experience.
  • •Intermediate knowledge of bank operations, products, services, and relevant state/federal laws and regulations.
  • •Excellent organizational/time management with the ability to work with minimal supervision.
  • •Intermediate computer skills (computer terminal/personal computer, mainframe system, word processing, spreadsheets, and specialty software).
Experience:3-5 yearsBanking
Education:High School
Skills:Organizational skillsTime managementVerbal communicationWritten communicationInterpersonal communication
Licenses:Driver's license
Tech Stack:MainframeWord 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
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