4 Jobs in Washington, NC
First Bank is Hiring a Personal Banker I Near Washington, NC
ESSENTIAL FUNCTIONS:
- Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience.
- Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (75%).
- Opens all types of personal and business accounts and prepare related documentation (25%).
- Inputs and closes personal loan applications including DDA lines of credit and credit card applications.
- Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to:
- Deposit accounts
- Debit and Credit cards
- Safe deposit boxes
- Official checks
- Any other bank product or service
- Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process.
- Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures.
- Interfaces with customers via telephone or in person.
- Must be able to support multiple branch locations as needed.
- Exhibits effective communication
- Achieves activity and growth goals as well as customer satisfaction objectives.
- Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals.
- Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results.
- Have an understanding and apply basic sales skills and product knowledge including deposit and loan products.
- Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses.
- Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes.
- Inputs and follows through with loan applications following operational and regulatory requirements.
- 100% adherence to branch’s internal policies and procedures to ensure 100% pass rates of internal audits.
- Completes annual compliance courses.
- Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act.
- Adheres to all levels of our Service Excellence standards.
- Performs other duties as required.
- High school diploma or general education degree (GED); or the equivalent combination of education and experience.
- Work related experience could consist of reception or secretarial duties in a business environment.
- Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
- Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures.
- Excellent organizational and time management skills – ability to work with minimal supervision.
- Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.
- Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel.
Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver’s license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment.
Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations’ environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations’ situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary.
Job Summary
Full Time
Banking
$46k-70k (estimate)
04/13/2024
06/12/2024
localfirstbank.com
BURLINGTON, NC
500 - 1,000
1935
KEITH STRICKLAND
$5M - $10M
Banking
Related Companies
About First Bank
Established in 1935, First Bank is now the largest independent, full-service community bank headquartered in North Carolina. With more than 100 branches across the Carolinas, we provide the best-in-class financial solutions, advice and technology you need to manage your home or businesswith local decision makers who know your name and live in your neighborhood. Come see why individuals, families and businesses have trusted us for generations. Member FDIC | Equal Housing Lender
The job skills required for Personal Banker I include Products and Services, Effective Communication, Customer Relationship, Customer Contact, Product Knowledge, Futures, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker I. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Banker I. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Banker I positions, which can be used as a reference in future career path planning. As a Personal Banker I, it can be promoted into senior positions as a Private Banker II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker I. You can explore the career advancement for a Personal Banker I below and select your interested title to get hiring information.
If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Banker job description and responsibilities
The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.
12/13/2021: Salt Lake City, UT
Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.
12/09/2021: Pocatello, ID
Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.
02/14/2022: Macon, GA
The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.
01/16/2022: Nassau, NY
At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.
02/14/2022: Saint Paul, MN
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Banker jobs
Personal bankers should focus on financial analysis and accounting.
12/08/2021: Lima, OH
Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.
01/03/2022: Appleton, WI
Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.
01/01/2022: Memphis, TN
Provides knowledge of financing, loans, and personal banking.
01/23/2022: Youngstown, OH
A personal banker may refer his clients to other bank experts.
03/04/2022: Fayetteville, NC
Step 3: View the best colleges and universities for Personal Banker.
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