About this Role
The Personal Banker will create and deliver a memorable customer experience by conducting banking transactions and providing financial product solutions to our clients. You must have a positive attitude, be a team player, and be able to thrive in a diverse work environment. The Personal Banker will uncover client banking and financial needs and propose product solutions suitable for each unique client. In addition, you will refer clients to the appropriate specialty banking representative when needed, handle customer service requests and complaints, maintain the security of customer information and conduct proactive outreach and follow-up with our customers.
In this Role You Will
- Customer Service: Create a personalized client experience rooted in trust, strong relationship building, and proactive customer service. Guide clients through multiple financial transactions, educate them on available options, and identify meaningful sales opportunities. Connect clients with the right banking resources to improve financial well‑being and encourage long‑term loyalty.
- Referrals: Identify opportunities through meaningful conversations with clients, make appropriate referrals to branch staff or other partners and meet sales goals.
- Lobby Engagement: Perform lobby engagement activities to connect with clients and position First Bank products to meet their needs. Educate clients on options for managing financial transactions by leveraging technology, tools, and resources.
- Product and Procedural Knowledge: Apply product and procedural knowledge to address client requests and provide solutions.
- 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 experience is strongly preferred.
- Accuracy and Attention to Detail: Ability to process information and transactions with high levels of accuracy.
- Addressing Client Needs: 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: Understanding of 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.
Work Hours:
Monday through Friday from 9:00 AM - 5:00 PM, including a rotating Saturday shift from 9:00 AM - 12:00 PM.
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 $16.50 - $21.00, hourly
