Personal Banker - Twin Oaks

About this Role

As a Personal Banker, you will create and deliver a positive customer experience while conducting banking transactions. You must have a positive attitude, be a team player, and actively listen to clients' banking and financial needs to refer them to the appropriate bank product or representative. Additionally, you must adapt well to the changing workplace environment, handle customer service complaints, maintain the confidentiality of customer information, prioritize items of significance, and manage your assigned cash drawer responsibly.

In this Role You Will

• Client Experience : Deliver a unique client banking experience aimed at improving client financial well-being and creating loyalty while increasing product sales. Process a variety of client interactions, advise clients on alternatives available for their financial interactions, and identify banking opportunities during client interactions, referring as appropriate.
• Referrals : Identify opportunities through meaningful conversations with clients and make appropriate referrals to branch staff or other partners.
• Lobby Engagement : Perform lobby engagement activities to connect with clients and position First Bank products to meet their needs. Advise clients on options for managing financial transactions by leveraging technology, tools, and resources.
• Product and Procedural Knowledge : Apply banking product sales and procedural knowledge to address client requests.
• Operational Compliance : Adhere to all policies and procedures, demonstrate sound judgment within established limits, and ensure teller and branch daily operations and maintenance transactions are completed efficiently and accurately.
• Other Duties : Perform other duties as assigned.

Qualifications, Competencies and Skills

• Education: High school diploma or GED is required.
• Experience: At least one year of relevant work experience preferred; prior banking and sales experience is strongly preferred.
• Accuracy and Attention to Detail : Ability to process information and transactions with high levels of accuracy.
• Addressing Client Requests : Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers.
• Digital Awareness : Shares, shows, and supports clients on a variety of technological digital and online tools and resources, allowing them to explore solutions to achieve their financial goals and well-being.
• Effective Communications : Demonstrate effective communication concepts, tools, and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
• Critical Thinking : Knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing, and preventing fraudulent situations.
• Managing Multiple Priorities : Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
• Problem Solving : Knowledge of approaches, tools, and techniques for recognizing, anticipating, and resolving organizational, operational, or process problems; ability to apply this knowledge appropriately to diverse situations.

Compensation Disclosure

The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the stated range. The range is driven by the geographic location of the anticipated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance.

A reasonable estimate of the current pay range is $17.00 - $21.00 on average.


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