Personal Banker I

7 days ago

High Point, United States First Bank Full time
Job DescriptionJob Description


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:

  • 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:
    1. Deposit accounts
    2. Debit and Credit cards
    3. Safe deposit boxes
    4. Official checks
    5. 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

Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience.

  • 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.

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.

  • 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.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • Chemist I

    4 hours ago

    High Point, United States Compunnel, Inc. Full time

    Job DescriptionJob DescriptionDescriptionOverview The Chemist I executes daily project tasks and lab work requests with minimal supervision. The employee will be efficient at working with defined standard operating procedures (SOPs) and making minor adjustments to established product lines to achieve performance or application efficiencies.Purpose/Key...

  • HVAC Install Coordinator

    3 days ago

    High Point, United States Eanes Heating and Air Conditioning Full time

    Job DescriptionJob DescriptionHVAC Installation CoordinatorEANES a Horizon Services company, voted by its employees as one of the best places to work, is growing again! We are seeking an Install Coordinator with at least one year of administrative experience to assist our HVAC Installation team in our High Point, NC office.To be successful in this role, you...

  • Collision Repair Tech

    6 days ago

    High Point, United States Dynamic Transit Full time

    Job DescriptionJob DescriptionSalary: Dynamic Transit is a transportation and logistics company that has operated commercial - Kenworth, Peterbilt, Volvo, & Mack - tractor trailers for over 30 years. With a dedicated and hard-working team of over 300 employees, the Dynamic Transit full-service shop supports our drivers by providing the best maintained...

  • Collision Repair Tech

    7 days ago

    High Point, United States Dynamic Transit Full time

    Job DescriptionJob DescriptionSalary: Dynamic Transit is a transportation and logistics company that has operated commercial - Kenworth, Peterbilt, Volvo, & Mack - tractor trailers for over 30 years. With a dedicated and hard-working team of over 300 employees, the Dynamic Transit full-service shop supports our drivers by providing the best maintained...

  • Home Health Aide

    Found in: Talent US C2 - 7 days ago

    High Point, United States Coleman Care Full time

    The In-Home Aide will be providing personal care and related services in the home.He/she provides direct services as outlined in a plan of care for each individual needing help in order to live in his/her own home, and to work closely with the other home care team members.Responsibilities/Activities:Provides those services listed on the Plan of Care...

  • Client Service Associate

    7 days ago

    Crown Point, United States Stifel Full time

    Summary The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and...

  • Customer Service

    7 days ago

    Crown Point, United States HPC International, Inc. Full time

    Job DescriptionJob DescriptionAre you a driven, enthusiastic people-person with experience providing excellent customer service? If so, we want to talk to you! HPC is looking for a highly motivated individual with 2+ years professional experience in B2B (business to business) customer service. This is a full-time position, working in our Crown Point Office,...

  • Cancer Registrar, Certified- Full Time Day

    6 days ago

    Point Pleasant, United States Community Medical Center Full time

    The Cancer Registrar must select and abstract all cases of malignancy diagnosed and/or treated at Community Medical Center, cases with a history of cancer or cases of consultation only into the Cancer Registry Data Base for submission to the State of New Jersey. The cancer registrar will assist the Coordinator in completing information requests, creation of...

  • Production Associate

    6 days ago

    Stevens Point, United States Donaldson Company Full time

    Donaldson is committed to solving the world's most complex filtration challenges. Together, we make cool things. As an established technology and innovation leader, we are continuously evolving to meet the filtration needs of our changing world. Join a culture of collaboration and innovation that matters and a chance to learn, effect change, and make...

  • Seeking Ophthalmologist to join established solo practice

    Found in: Lensa US P 2 C2 - 5 days ago

    Lighthouse Point, United States American Academy of Ophthalmology Full time

    I am seeking an associate who is looking for a great opportunity to live and practice in Southeast Florida, between Fort Lauderdale and Palm Beach. Lighthouse Point is a bedroom community just east of Pompano Beach. The practice was started in 1992 and is currently in a medical building on Sample Road. The office is 2500 sq feet with four equipped exam...

  • Experienced Automotive Technician/Mechanic

    7 days ago

    Crown Point, United States Levin Tire & Service Center, Inc. Full time

    Job DescriptionJob DescriptionI am looking for an well experienced Hourly mechanic for my 16 Bay shop in Highland . Very experienced manager, and great shop crew. Family owned business and we treat our techs with respect, not like a number.We offer a full benefits package:MedicalDentalVisionLife401KLT & ST DisabilityPaid HolidaysVacation TimeCertification...

  • Machinist - 2nd Shift

    7 days ago

    Stevens Point, United States Donaldson Company Full time

    Donaldson is committed to solving the world's most complex filtration challenges. Together, we make cool things. As an established technology and innovation leader, we are continuously evolving to meet the filtration needs of our changing world. Join a culture of collaboration and innovation that matters and a chance to learn, effect change, and make...

  • Machinist - 2nd Shift

    6 days ago

    Stevens Point, United States Donaldson Full time

    Donaldson is committed to solving the world's most complex filtration challenges. Together, we make cool things. As an established technology and innovation leader, we are continuously evolving to meet the filtration needs of our changing world. Join a culture of collaboration and innovation that matters and a chance to learn, effect change, and make...

  • Construction Intern

    Found in: Talent US 2 C2 - 7 days ago

    Stevens Point, United States Appcast Full time

    Job SummaryAt AECOM, we’re delivering a better worldWe believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thriveOur clients trust us to bring together the best people, ideas, technical expertise...

  • Math Instructor

    7 days ago

    Dana Point, United States Schoolhouse 4 Math Full time

    Job DescriptionJob DescriptionDescription:Mathnasium instructors are confidence builders who change lives through math!Who We Are:Across North America and all over the world, Mathnasium Learning Centers are committed to teaching children math so that they understand it, master it, and love it. Our world-class curriculum is built upon the Mathnasium...

  • Custodian II Weekends

    6 days ago

    Crown Point, United States Crossroads YMCA Inc Full time

    Job DetailsJob LocationSouthlake YMCA - Crown Point, INPosition TypePart TimeDescriptionAre you detail orientated and have a love for cleaning? We are looking for a motivated individual to come join our custodial team. We are seeking someone who has weekend availability. If you would like to work in a fast paced, community enriching, and transformational...

  • Lead Math Instructor

    7 days ago

    Dana Point, United States Schoolhouse 4 Math Full time

    Job DescriptionJob DescriptionDescription:Mathnasium changes lives through math. We are hiring motivated, responsible, and passionate leaders who want to lead a team of similarly-minded confidence builders.Who We Are:Across North America and all over the world, Mathnasium Learning Centers are committed to teaching children math so that they understand it,...

  • 1st Shift Custodian

    5 hours ago

    Mineral Point, United States Cummins Inc. Full time

    **1st Shift Custodian** **Description** Our culture believes in **POWERING YOUR POTENTIAL**. We provide global opportunities to develop your career, make your community a better place, and work with today’s most innovative thinkers to solve the world’s toughest problems. We believe in flexibility for you to explore your passions while making an impact...

  • 1st Shift Custodian

    5 hours ago

    Mineral Point, United States Cummins Full time

    Our culture believes in **POWERING YOUR POTENTIAL**. We provide global opportunities to develop your career, make your community a better place, and work with today’s most innovative thinkers to solve the world’s toughest problems. We believe in flexibility for you to explore your passions while making an impact through meaningful work within our...

  • Medical Assistance Coordinator

    Found in: Talent US C2 - 7 days ago

    Stevens Point, United States AIG Full time

    About UsAIG Travel Guard is an industry leader providing insurance and assistance services to both leisure and business travelers worldwide.  We offer competitive salaries, great benefit packages, and generous paid time off. Job DetailsFull Time including rotating weekends3rd shift available (10pm - 8am) including a shift differential of $3/hour for nights...