Roving Personal Banker

First Bank•High Point, NC

13h

About The Position

The Roving Personal Banker ensures customer needs are met by conducting thorough financial needs assessments and recommending appropriate products and services for customers’ immediate and future financial needs. Under direct supervision, the role generates leads, builds new customer relationships, and maintains existing ones to deliver a positive customer experience through service, guidance, and sales. The position performs both Personal Banker and Service Representative duties, including service-window transactions, account opening, loan application processing, and customer support. Travel among branches within a region is required to provide coverage as needed.

Requirements

High school diploma, GED, or equivalent work experience.
Business- or financial-industry-related educational experience through in-house training, formal schooling, or relevant curriculum.
Intermediate knowledge of bank operations, products and services, applicable state and federal laws and regulations, and bank operational policies and procedures.
Excellent organizational and time-management skills, with the ability to work with minimal supervision.
Intermediate skills using computer terminals and personal computers, mainframe computer systems, word-processing and spreadsheet applications, and specialty software.
Exceptional verbal, written, and interpersonal communication skills; ability to use common sense to carry out instructions and instruct personnel.
Valid driver’s license and ability to travel between branch locations within a region.
Ability to work the hours and days required to complete essential functions as scheduled.
Ability to stand, walk, sit, and use hands and fingers; vision, hearing, speech, dexterity, and visual concentration are required.
Ability to learn, think, concentrate, exercise self-control, and work in a customer-relations environment.
Close attention to detail and ability to work as part of a team.
Ability to interact effectively with coworkers and customers and exercise diplomacy, discretion, and appropriate judgment in customer and employee relations situations.

Responsibilities

Coordinate Personal Banker and Service Representative functions to provide efficient, accurate, and professional customer service.
Provide transactional support to tellers and perform applicable dual-control functions.
Open personal and business accounts and prepare related documentation.
Input and close personal loan applications, including DDA lines of credit and credit card applications, and follow required procedures.
Assist customers with requests, complaints, research, and follow-up involving deposit accounts, debit and credit cards, safe deposit boxes, official checks, and other bank products or services.
Process non-post reports, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders, and related branch reporting or processes.
Follow branch security procedures, including opening and closing procedures and personnel safety requirements.
Interact with customers in person and by telephone, and support multiple branch locations as needed.
Generate and maintain profitable customer relationships while meeting or exceeding customer financial needs and expectations.
Achieve activity, growth, and customer satisfaction goals through outbound calling, needs assessments, appointments, calls, referrals, and sales activity as assigned.
Apply basic sales skills and product knowledge for deposit and loan products.
Comply with operational, regulatory, screening, and security requirements and procedures while minimizing losses; maintain adherence to branch policies and procedures and internal audit requirements.
Travel between branch locations within the assigned region; maintain a valid driver’s license.
Complete annual compliance courses and follow corporate policies and procedures, applicable federal and state laws and regulations, including the Bank Secrecy Act and Anti-Money Laundering Act, and Service Excellence standards.
Perform other duties as required.