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SUMMARY :
The position of Personal Banker I is responsible for ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer’s immediate and future financial needs.
Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience.
The Personal Banker I is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales.
This level is based on 1 to 3 years of banking experience or previous Teller or experience in a customer contact / sales position or equivalent.
ESSENTIAL FUNCTIONS :
Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience.
adherence to branch’s internal policies and procedures to ensure % pass rates of internal audits.
GENERAL QUALIFICATIONS :
Knowledge & Experience : These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position.
Individual abilities may result in some deviation from these guidelines.
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.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Last updated : 2024-06-10
Full Time
Banking
$72k-106k (estimate)
06/12/2024
09/10/2024
localfirstbank.com
BURLINGTON, NC
500 - 1,000
1935
KEITH STRICKLAND
$5M - $10M
Banking
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 include Products and Services, Customer Relationship, Customer Contact, Product Knowledge, Time Management, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal banker. 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. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal banker positions, which can be used as a reference in future career path planning. As a Personal banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal banker. You can explore the career advancement for a Personal banker 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.