Customer Relationship Banker
5 days ago
The position of Roving Personal Banker at First Bank is responsible for delivering exceptional customer experiences by conducting thorough financial needs assessments and recommending appropriate products and services. This role requires building and maintaining strong customer relationships, generating leads, and driving sales to achieve business objectives.
Key Responsibilities:
- Coordinate the delivery of efficient, accurate, and professional service that exceeds customer expectations.
- Provide transactional support to Service Areas and handle dual control functionality.
- Open personal and business accounts and prepare related documentation.
- Process loan applications, including credit card and DDA lines of credit.
- Assist customers with requests, complaints, research, and follow-up to resolve matters.
- Process non-post reports, wire transfers, credit card orders, and address changes.
- Familiarize yourself with branch security procedures and protocols.
- Interface with customers via telephone or in-person.
- Support multiple branch locations as needed.
Requirements and Qualifications:
- High school diploma or equivalent work experience.
- Business or financial industry-related education and training.
- Intermediate knowledge of bank operations, products, and services.
- Excellent organizational and time management skills.
- Intermediate skills in computer terminal and personal computer operation.
- Exceptional verbal and written communication skills.
Work Environment:
First Bank's professional office environment requires a valid driver's license, ability to stand, walk, sit, and use hands and fingers, and the capacity to work scheduled hours and days.
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