Financial Services Representative

4 days ago


Washington, North Carolina, United States First Bancorp Full time

Job Summary:

The position of Personal Banker II at First Bancorp 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 fulfill the customer's immediate and long-term financial goals.

Key Responsibilities:

  • Conduct comprehensive financial needs assessments to understand customer goals and objectives.
  • Develop and implement personalized financial plans to meet customer needs.
  • Recommend and sell banking products and services that align with customer goals.
  • Provide exceptional customer service and support to ensure customer satisfaction.
  • Collaborate with cross-functional teams to deliver seamless customer experiences.

Requirements:

  • Strong understanding of financial products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet sales targets.
  • Strong analytical and problem-solving skills.


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