Universal Banker jobs at First Bancorp

- 37 jobs

Teller I
First Bank 4.6
Universal banker job at First Bancorp
Job Code TELLER1 FLSA Status Non-Exempt SUMMARY: The position of Teller I is responsible for performing routine and intermediate branch and customer services duties: accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository and vault duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Incumbents in this position possess less than 3 years of Teller experience. ESSENTIAL FUNCTIONS: Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing or depositing. Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. May assist in opening and closing the vault daily; assists in balancing vault currency and coin Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority. Issues official checks, traveler's checks and gift cards. Cross-sells the Bank's other products and services, referring customers to appropriate staff as indicated. Performs safe deposit duties by controlling access and assisting customers. Receives and processes stop payment and hold orders. Accepts loan, credit card and installment payments. Balances cash drawer daily and verifies cash being bought from and sold to the vault. Provides effective customer service and assists in resolving problems within given authority. Records, files, updates information and sorts' mail or reports as required. Answers telephones and directs callers to proper Bank personnel. Processes teller work through branch capture and assists with imaging research. May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) Processes address changes, check orders, traveler's checks, incoming and outgoing collections, change orders and deposit slip corrections. Type's routine letters, reports and forms. Maintains files, copies and faxes documents, and orders and distributes supplies. Takes steps to ensure security of Branch personnel & Bank procedures. Fully understands opening/closing procedures, as well as all other security procedures. May prepare and verify order of shipment of currency. Completes annual compliance courses. Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. Adheres to all levels of our Service Excellence standards. Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED). Work related experience could consist of reception or secretarial duties in a business environment. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. Excellent organizational and time management skills - ability to work with minimal supervision. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary.
$30k-34k yearly est. Auto-Apply 60d+ ago
Teller I
First Bank 4.6
Universal banker job at First Bancorp
The position of Teller I is responsible for performing routine and intermediate branch and customer services duties: accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository and vault duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Incumbents in this position possess less than 3 years of Teller experience. ESSENTIAL FUNCTIONS: Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing or depositing. Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. May assist in opening and closing the vault daily; assists in balancing vault currency and coin Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority. Issues official checks, traveler's checks and gift cards. Cross-sells the Bank's other products and services, referring customers to appropriate staff as indicated. Performs safe deposit duties by controlling access and assisting customers. Receives and processes stop payment and hold orders. Accepts loan, credit card and installment payments. Balances cash drawer daily and verifies cash being bought from and sold to the vault. Provides effective customer service and assists in resolving problems within given authority. Records, files, updates information and sorts' mail or reports as required. Answers telephones and directs callers to proper Bank personnel. Processes teller work through branch capture and assists with imaging research. May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) Processes address changes, check orders, traveler's checks, incoming and outgoing collections, change orders and deposit slip corrections. Type's routine letters, reports and forms. Maintains files, copies and faxes documents, and orders and distributes supplies. Takes steps to ensure security of Branch personnel & Bank procedures. Fully understands opening/closing procedures, as well as all other security procedures. May prepare and verify order of shipment of currency. Completes annual compliance courses. Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. Adheres to all levels of our Service Excellence standards. Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED). Work related experience could consist of reception or secretarial duties in a business environment. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. Excellent organizational and time management skills - ability to work with minimal supervision. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$30k-34k yearly est. Auto-Apply 53d ago
Universal Banker
United Bank, Inc. 4.2
Charlotte, NC jobs
The Universal Banker provide a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identity financial needs and recommend solutions. You will be responsible for assisting with branch operations, delivering a unique and memorable client experience, achieving sales goals and handling service requests. You will perform additional duties as assigned and must be able to work in a team environment that requires the ability to multi-task, pay great attention to detail, and a passion for customer service. RESPONSIBILITIES: Service Area Responsibilities: * Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly: * With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions. Financial Sales Responsibilities * Responsible for keeping current and being knowledgeable of all Bank's products and services in order to communicate to new and existing clients. * Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products * Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation. * Based on customer's needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources. * Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service. * Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services Operational/Regulatory/Security Responsibilities: * Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area. * Comply with all department and company policies, procedures and overall security * Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior. * Work closely with other departments as necessary to troubleshoot and resolve customer situations. * Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans * Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations * May be responsible for branch opening/closing procedures * Contribute to the fulfillment of the Bank's objectives and goals by performing as a team member in allocating and coordinating the workflow Qualifications * High school diploma or equivalent required, Bachelor's degree a plus * Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required * Prior experience in handling and being accountable for money is required * Ability to successfully complete the Bank's in-house Training Program within a reasonable timeframe required * Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor * Excellent verbal and written communications skills in Spanish or additional language a plus. * Ability to perform basic math calculations is required * Demonstrates ability to interact confidently with clients is essential * Ability to be initiative in self-directed learning of Bank's products/services in order to expand and become well versed with the products/services offered. * Excellent written and verbal communication skills * Proficiency in Microsoft Office Products (Word, Excel) required * Understanding and working knowledge of appropriate core banking system is beneficial * Being detail oriented, ability to multi-task and work independently and in a team environment is essential. * Demonstrated professionalism is required * Ability to travel within branch region of up to 15% KEY COMPETENCIES: * Relationship and account management * Business Development * Accountability * Organization and Time Management * Collaboration Essential Functions: * Sitting and standing for extended periods of time. * Ability to reach over teller counter or desk area to receive customer transaction documents * Ability to lift and carry up to 20 lbs * Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via automobile or public transportation Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Charlotte Job Segment: Financial Sales, Law, Banking, Developer, Business Development, Sales, Legal, Finance, Technology
$30k-35k yearly est. 18d ago
Universal Banker
United Bank, Inc. 4.2
Wilson, NC jobs
The Universal Banker provide a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identity financial needs and recommend solutions. You will be responsible for assisting with branch operations, delivering a unique and memorable client experience, achieving sales goals and handling service requests. You will perform additional duties as assigned and must be able to work in a team environment that requires the ability to multi-task, pay great attention to detail, and a passion for customer service. RESPONSIBILITIES: Service Area Responsibilities: * Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly: * With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions. Financial Sales Responsibilities * Responsible for keeping current and being knowledgeable of all Bank's products and services in order to communicate to new and existing clients. * Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products * Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation. * Based on customer's needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources. * Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service. * Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services Operational/Regulatory/Security Responsibilities: * Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area. * Comply with all department and company policies, procedures and overall security * Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior. * Work closely with other departments as necessary to troubleshoot and resolve customer situations. * Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans * Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations * May be responsible for branch opening/closing procedures * Contribute to the fulfillment of the Bank's objectives and goals by performing as a team member in allocating and coordinating the workflow Qualifications * High school diploma or equivalent required, Bachelor's degree a plus * Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required * Prior experience in handling and being accountable for money is required * Ability to successfully complete the Bank's in-house Training Program within a reasonable timeframe required * Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor * Excellent verbal and written communications skills in Spanish or additional language a plus. * Ability to perform basic math calculations is required * Demonstrates ability to interact confidently with clients is essential * Ability to be initiative in self-directed learning of Bank's products/services in order to expand and become well versed with the products/services offered. * Excellent written and verbal communication skills * Proficiency in Microsoft Office Products (Word, Excel) required * Understanding and working knowledge of appropriate core banking system is beneficial * Being detail oriented, ability to multi-task and work independently and in a team environment is essential. * Demonstrated professionalism is required * Ability to travel within branch region of up to 15% KEY COMPETENCIES: * Relationship and account management * Business Development * Accountability * Organization and Time Management * Collaboration Essential Functions: * Sitting and standing for extended periods of time. * Ability to reach over teller counter or desk area to receive customer transaction documents * Ability to lift and carry up to 20 lbs * Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via automobile or public transportation Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Raleigh Nearest Secondary Market: Rocky Mount Job Segment: Financial Sales, Bank, Banking, Banker, Law, Sales, Finance, Legal
$30k-35k yearly est. 15d ago
Universal Banker
United Bank, Inc. 4.2
Lumberton, NC jobs
The Universal Banker provide a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identity financial needs and recommend solutions. You will be responsible for assisting with branch operations, delivering a unique and memorable client experience, achieving sales goals and handling service requests. You will perform additional duties as assigned and must be able to work in a team environment that requires the ability to multi-task, pay great attention to detail, and a passion for customer service. RESPONSIBILITIES: Service Area Responsibilities: * Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly: * With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions. Financial Sales Responsibilities * Responsible for keeping current and being knowledgeable of all Bank's products and services in order to communicate to new and existing clients. * Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products * Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation. * Based on customer's needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources. * Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service. * Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services Operational/Regulatory/Security Responsibilities: * Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area. * Comply with all department and company policies, procedures and overall security * Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior. * Work closely with other departments as necessary to troubleshoot and resolve customer situations. * Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans * Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations * May be responsible for branch opening/closing procedures * Contribute to the fulfillment of the Bank's objectives and goals by performing as a team member in allocating and coordinating the workflow Qualifications * High school diploma or equivalent required, Bachelor's degree a plus * Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required * Prior experience in handling and being accountable for money is required * Ability to successfully complete the Bank's in-house Training Program within a reasonable timeframe required * Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor * Excellent verbal and written communications skills in Spanish or additional language a plus. * Ability to perform basic math calculations is required * Demonstrates ability to interact confidently with clients is essential * Ability to be initiative in self-directed learning of Bank's products/services in order to expand and become well versed with the products/services offered. * Excellent written and verbal communication skills * Proficiency in Microsoft Office Products (Word, Excel) required * Understanding and working knowledge of appropriate core banking system is beneficial * Being detail oriented, ability to multi-task and work independently and in a team environment is essential. * Demonstrated professionalism is required * Ability to travel within branch region of up to 15% KEY COMPETENCIES: * Relationship and account management * Business Development * Accountability * Organization and Time Management * Collaboration Essential Functions: * Sitting and standing for extended periods of time. * Ability to reach over teller counter or desk area to receive customer transaction documents * Ability to lift and carry up to 20 lbs * Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via automobile or public transportation Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Fayetteville Job Segment: Financial Sales, Bank, Banking, Developer, Law, Sales, Finance, Technology, Legal
$30k-35k yearly est. 21d ago
Teller I
First Bank 4.6
Universal banker job at First Bancorp
The position of Teller I is responsible for performing routine and intermediate branch and customer services duties: accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository and vault duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Incumbents in this position possess less than 3 years of Teller experience. ESSENTIAL FUNCTIONS: Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing or depositing. Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. May assist in opening and closing the vault daily; assists in balancing vault currency and coin Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority. Issues official checks, traveler's checks and gift cards. Cross-sells the Bank's other products and services, referring customers to appropriate staff as indicated. Performs safe deposit duties by controlling access and assisting customers. Receives and processes stop payment and hold orders. Accepts loan, credit card and installment payments. Balances cash drawer daily and verifies cash being bought from and sold to the vault. Provides effective customer service and assists in resolving problems within given authority. Records, files, updates information and sorts' mail or reports as required. Answers telephones and directs callers to proper Bank personnel. Processes teller work through branch capture and assists with imaging research. May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) Processes address changes, check orders, traveler's checks, incoming and outgoing collections, change orders and deposit slip corrections. Type's routine letters, reports and forms. Maintains files, copies and faxes documents, and orders and distributes supplies. Takes steps to ensure security of Branch personnel & Bank procedures. Fully understands opening/closing procedures, as well as all other security procedures. May prepare and verify order of shipment of currency. Completes annual compliance courses. Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. Adheres to all levels of our Service Excellence standards. Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED). Work related experience could consist of reception or secretarial duties in a business environment. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. Excellent organizational and time management skills - ability to work with minimal supervision. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$31k-35k yearly est. Auto-Apply 60d+ ago
Teller I
First Bank 4.6
Universal banker job at First Bancorp
The position of Teller I is responsible for performing routine and intermediate branch and customer services duties: accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository and vault duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Incumbents in this position possess less than 3 years of Teller experience. ESSENTIAL FUNCTIONS: Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing or depositing. Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. May assist in opening and closing the vault daily; assists in balancing vault currency and coin Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority. Issues official checks, traveler's checks and gift cards. Cross-sells the Bank's other products and services, referring customers to appropriate staff as indicated. Performs safe deposit duties by controlling access and assisting customers. Receives and processes stop payment and hold orders. Accepts loan, credit card and installment payments. Balances cash drawer daily and verifies cash being bought from and sold to the vault. Provides effective customer service and assists in resolving problems within given authority. Records, files, updates information and sorts' mail or reports as required. Answers telephones and directs callers to proper Bank personnel. Processes teller work through branch capture and assists with imaging research. May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) Processes address changes, check orders, traveler's checks, incoming and outgoing collections, change orders and deposit slip corrections. Type's routine letters, reports and forms. Maintains files, copies and faxes documents, and orders and distributes supplies. Takes steps to ensure security of Branch personnel & Bank procedures. Fully understands opening/closing procedures, as well as all other security procedures. May prepare and verify order of shipment of currency. Completes annual compliance courses. Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. Adheres to all levels of our Service Excellence standards. Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience : These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED). Work related experience could consist of reception or secretarial duties in a business environment. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. Excellent organizational and time management skills - ability to work with minimal supervision. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$30k-34k yearly est. Auto-Apply 4d ago
Teller II
First Bank 4.6
Universal banker job at First Bancorp
The position of Teller II is responsible for performing routine and intermediate branch and customer services duties: accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository and vault duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Incumbents in this position possess 3-5 years of Teller experience. ESSENTIAL FUNCTIONS: Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing or depositing. Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. May assist in opening and closing the vault daily; assists in balancing vault currency and coin. Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority. Issues official checks, traveler's checks and gift cards. Cross-sells the Bank's other products and services, referring customers to appropriate staff as indicated. Performs safe deposit duties by controlling access and assisting customers. Receives and processes stop payment and hold orders. Accepts loan, credit card and installment payments. Balances cash drawer daily and verifies cash being bought from and sold to the vault. Provides effective customer service and assists in resolving problems within given authority. Records, files, updates information and sorts' mail or reports as required. Answers telephones and directs callers to proper Bank personnel. Processes teller work through branch capture and assists with imaging research. May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) Processes address changes, check orders, traveler's checks, incoming and outgoing collections, change orders and deposit slip corrections. Type's routine letters, reports and forms. Maintains files, copies and faxes documents, and orders and distributes supplies. Takes steps to ensure security of Branch personnel & Bank procedures. Fully understands opening/closing procedures, as well as all other security procedures. May prepare and verify order of shipment of currency. Completes annual compliance courses. Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. Adheres to all levels of our Service Excellence standards. Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED). Work related experience could consist of reception or secretarial duties in a business environment. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. Excellent organizational and time management skills - ability to work with minimal supervision. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$31k-34k yearly est. Auto-Apply 60d+ ago
Teller II
First Bank 4.6
Universal banker job at First Bancorp
Job Description The position of Teller II is responsible for performing routine and intermediate branch and customer services duties: accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository and vault duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Incumbents in this position possess 3-5 years of Teller experience. ESSENTIAL FUNCTIONS: Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing or depositing. Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. May assist in opening and closing the vault daily; assists in balancing vault currency and coin. Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority. Issues official checks, traveler's checks and gift cards. Cross-sells the Bank's other products and services, referring customers to appropriate staff as indicated. Performs safe deposit duties by controlling access and assisting customers. Receives and processes stop payment and hold orders. Accepts loan, credit card and installment payments. Balances cash drawer daily and verifies cash being bought from and sold to the vault. Provides effective customer service and assists in resolving problems within given authority. Records, files, updates information and sorts' mail or reports as required. Answers telephones and directs callers to proper Bank personnel. Processes teller work through branch capture and assists with imaging research. May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) Processes address changes, check orders, traveler's checks, incoming and outgoing collections, change orders and deposit slip corrections. Type's routine letters, reports and forms. Maintains files, copies and faxes documents, and orders and distributes supplies. Takes steps to ensure security of Branch personnel & Bank procedures. Fully understands opening/closing procedures, as well as all other security procedures. May prepare and verify order of shipment of currency. Completes annual compliance courses. Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. Adheres to all levels of our Service Excellence standards. Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED). Work related experience could consist of reception or secretarial duties in a business environment. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. Excellent organizational and time management skills - ability to work with minimal supervision. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$31k-34k yearly est. 13d ago
Teller II
First Bank 4.6
Universal banker job at First Bancorp
The position of Teller II is responsible for performing routine and intermediate branch and customer services duties: accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository and vault duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Incumbents in this position possess 3-5 years of Teller experience. ESSENTIAL FUNCTIONS: Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing or depositing. Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. May assist in opening and closing the vault daily; assists in balancing vault currency and coin. Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority. Issues official checks, traveler's checks and gift cards. Cross-sells the Bank's other products and services, referring customers to appropriate staff as indicated. Performs safe deposit duties by controlling access and assisting customers. Receives and processes stop payment and hold orders. Accepts loan, credit card and installment payments. Balances cash drawer daily and verifies cash being bought from and sold to the vault. Provides effective customer service and assists in resolving problems within given authority. Records, files, updates information and sorts' mail or reports as required. Answers telephones and directs callers to proper Bank personnel. Processes teller work through branch capture and assists with imaging research. May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) Processes address changes, check orders, traveler's checks, incoming and outgoing collections, change orders and deposit slip corrections. Type's routine letters, reports and forms. Maintains files, copies and faxes documents, and orders and distributes supplies. Takes steps to ensure security of Branch personnel & Bank procedures. Fully understands opening/closing procedures, as well as all other security procedures. May prepare and verify order of shipment of currency. Completes annual compliance courses. Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. Adheres to all levels of our Service Excellence standards. Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED). Work related experience could consist of reception or secretarial duties in a business environment. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. Excellent organizational and time management skills - ability to work with minimal supervision. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$31k-34k yearly est. Auto-Apply 52d ago
Teller II
First Bank 4.6
Universal banker job at First Bancorp
The position of Teller II is responsible for performing routine and intermediate branch and customer services duties: accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository and vault duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Incumbents in this position possess 3-5 years of Teller experience. ESSENTIAL FUNCTIONS: * Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. * Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing or depositing. * Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. * May assist in opening and closing the vault daily; assists in balancing vault currency and coin. * Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority. * Issues official checks, traveler's checks and gift cards. * Cross-sells the Bank's other products and services, referring customers to appropriate staff as indicated. * Performs safe deposit duties by controlling access and assisting customers. * Receives and processes stop payment and hold orders. * Accepts loan, credit card and installment payments. * Balances cash drawer daily and verifies cash being bought from and sold to the vault. * Provides effective customer service and assists in resolving problems within given authority. * Records, files, updates information and sorts' mail or reports as required. * Answers telephones and directs callers to proper Bank personnel. * Processes teller work through branch capture and assists with imaging research. * May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) * Processes address changes, check orders, traveler's checks, incoming and outgoing collections, change orders and deposit slip corrections. * Type's routine letters, reports and forms. * Maintains files, copies and faxes documents, and orders and distributes supplies. * Takes steps to ensure security of Branch personnel & Bank procedures. * Fully understands opening/closing procedures, as well as all other security procedures. * May prepare and verify order of shipment of currency. * Completes annual compliance courses. * Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. * Adheres to all levels of our Service Excellence standards. * Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. * High school diploma or general education degree (GED). Work related experience could consist of reception or secretarial duties in a business environment. * Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. * Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. * Excellent organizational and time management skills - ability to work with minimal supervision. * Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. * Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$31k-34k yearly est. 36d ago
Teller II
First Bank 4.6
Universal banker job at First Bancorp
Job Description The position of Teller II is responsible for performing routine and intermediate branch and customer services duties: accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository and vault duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Incumbents in this position possess 3-5 years of Teller experience. ESSENTIAL FUNCTIONS: Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing or depositing. Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. May assist in opening and closing the vault daily; assists in balancing vault currency and coin. Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority. Issues official checks, traveler's checks and gift cards. Cross-sells the Bank's other products and services, referring customers to appropriate staff as indicated. Performs safe deposit duties by controlling access and assisting customers. Receives and processes stop payment and hold orders. Accepts loan, credit card and installment payments. Balances cash drawer daily and verifies cash being bought from and sold to the vault. Provides effective customer service and assists in resolving problems within given authority. Records, files, updates information and sorts' mail or reports as required. Answers telephones and directs callers to proper Bank personnel. Processes teller work through branch capture and assists with imaging research. May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) Processes address changes, check orders, traveler's checks, incoming and outgoing collections, change orders and deposit slip corrections. Type's routine letters, reports and forms. Maintains files, copies and faxes documents, and orders and distributes supplies. Takes steps to ensure security of Branch personnel & Bank procedures. Fully understands opening/closing procedures, as well as all other security procedures. May prepare and verify order of shipment of currency. Completes annual compliance courses. Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. Adheres to all levels of our Service Excellence standards. Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED). Work related experience could consist of reception or secretarial duties in a business environment. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. Excellent organizational and time management skills - ability to work with minimal supervision. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$31k-34k yearly est. 7d ago
Teller I
First Bank 4.6
Universal banker job at First Bancorp
The position of Teller I is responsible for performing routine and intermediate branch and customer services duties: accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository and vault duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Incumbents in this position possess less than 3 years of Teller experience. ESSENTIAL FUNCTIONS: Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing or depositing. Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. May assist in opening and closing the vault daily; assists in balancing vault currency and coin Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority. Issues official checks, traveler's checks and gift cards. Cross-sells the Bank's other products and services, referring customers to appropriate staff as indicated. Performs safe deposit duties by controlling access and assisting customers. Receives and processes stop payment and hold orders. Accepts loan, credit card and installment payments. Balances cash drawer daily and verifies cash being bought from and sold to the vault. Provides effective customer service and assists in resolving problems within given authority. Records, files, updates information and sorts' mail or reports as required. Answers telephones and directs callers to proper Bank personnel. Processes teller work through branch capture and assists with imaging research. May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) Processes address changes, check orders, traveler's checks, incoming and outgoing collections, change orders and deposit slip corrections. Type's routine letters, reports and forms. Maintains files, copies and faxes documents, and orders and distributes supplies. Takes steps to ensure security of Branch personnel & Bank procedures. Fully understands opening/closing procedures, as well as all other security procedures. May prepare and verify order of shipment of currency. Completes annual compliance courses. Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. Adheres to all levels of our Service Excellence standards. Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED). Work related experience could consist of reception or secretarial duties in a business environment. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. Excellent organizational and time management skills - ability to work with minimal supervision. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$31k-34k yearly est. Auto-Apply 60d+ ago
Teller I
First Bank 4.6
Universal banker job at First Bancorp
The position of Teller I is responsible for performing routine and intermediate branch and customer services duties: accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository and vault duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Incumbents in this position possess less than 3 years of Teller experience. ESSENTIAL FUNCTIONS: * Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. * Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing or depositing. * Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. * May assist in opening and closing the vault daily; assists in balancing vault currency and coin * Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority. * Issues official checks, traveler's checks and gift cards. * Cross-sells the Bank's other products and services, referring customers to appropriate staff as indicated. * Performs safe deposit duties by controlling access and assisting customers. * Receives and processes stop payment and hold orders. * Accepts loan, credit card and installment payments. * Balances cash drawer daily and verifies cash being bought from and sold to the vault. * Provides effective customer service and assists in resolving problems within given authority. * Records, files, updates information and sorts' mail or reports as required. * Answers telephones and directs callers to proper Bank personnel. * Processes teller work through branch capture and assists with imaging research. * May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) * Processes address changes, check orders, traveler's checks, incoming and outgoing collections, change orders and deposit slip corrections. * Type's routine letters, reports and forms. * Maintains files, copies and faxes documents, and orders and distributes supplies. * Takes steps to ensure security of Branch personnel & Bank procedures. * Fully understands opening/closing procedures, as well as all other security procedures. * May prepare and verify order of shipment of currency. * Completes annual compliance courses. * Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. * Adheres to all levels of our Service Excellence standards. * Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. * High school diploma or general education degree (GED). Work related experience could consist of reception or secretarial duties in a business environment. * Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. * Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. * Excellent organizational and time management skills - ability to work with minimal supervision. * Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. * Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$30k-34k yearly est. 25d ago
Teller I
First Bank 4.6
Universal banker job at First Bancorp
Job Description The position of Teller I is responsible for performing routine and intermediate branch and customer services duties: accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository and vault duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Incumbents in this position possess less than 3 years of Teller experience. ESSENTIAL FUNCTIONS: Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing or depositing. Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. May assist in opening and closing the vault daily; assists in balancing vault currency and coin Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority. Issues official checks, traveler's checks and gift cards. Cross-sells the Bank's other products and services, referring customers to appropriate staff as indicated. Performs safe deposit duties by controlling access and assisting customers. Receives and processes stop payment and hold orders. Accepts loan, credit card and installment payments. Balances cash drawer daily and verifies cash being bought from and sold to the vault. Provides effective customer service and assists in resolving problems within given authority. Records, files, updates information and sorts' mail or reports as required. Answers telephones and directs callers to proper Bank personnel. Processes teller work through branch capture and assists with imaging research. May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) Processes address changes, check orders, traveler's checks, incoming and outgoing collections, change orders and deposit slip corrections. Type's routine letters, reports and forms. Maintains files, copies and faxes documents, and orders and distributes supplies. Takes steps to ensure security of Branch personnel & Bank procedures. Fully understands opening/closing procedures, as well as all other security procedures. May prepare and verify order of shipment of currency. Completes annual compliance courses. Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. Adheres to all levels of our Service Excellence standards. Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED). Work related experience could consist of reception or secretarial duties in a business environment. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. Excellent organizational and time management skills - ability to work with minimal supervision. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$30k-34k yearly est. 25d ago
Personal Banker I
First Bank 4.6
Universal banker job at First Bancorp
The position of Personal Banker I 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 fulfills the customer's immediate and future financial needs. Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker I is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on 1 to 3 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent. ESSENTIAL FUNCTIONS: * Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience. * Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (75%). * Opens all types of personal and business accounts and prepare related documentation (25%). * Inputs and closes personal loan applications including DDA lines of credit and credit card applications. * Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to: * Deposit accounts * Debit and Credit cards * Safe deposit boxes * Official checks * Any other bank product or service * Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process. * Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures. * Interfaces with customers via telephone or in person. * Must be able to support multiple branch locations as needed. * Exhibits effective communication Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience. * Achieves activity and growth goals as well as customer satisfaction objectives. * Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals. * Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results. * Have an understanding and apply basic sales skills and product knowledge including deposit and loan products. * Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses. * Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes. * Inputs and follows through with loan applications following operational and regulatory requirements. * 100% adherence to branch's internal policies and procedures to ensure 100% pass rates of internal audits. * Completes annual compliance courses. * Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. * Adheres to all levels of our Service Excellence standards. * Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. * High school diploma or general education degree (GED); or the equivalent combination of education and experience. * Work related experience could consist of reception or secretarial duties in a business environment. * Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. * Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. * Excellent organizational and time management skills - ability to work with minimal supervision. * Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. * Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$30k-36k yearly est. 46d ago
Personal Banker II- Greensboro Main
First Bank 4.6
Universal banker job at First Bancorp
The position of Personal Banker II 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 fulfills the customer's immediate and future financial needs. Under direct supervision, the Personal Banker II will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker II is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on 3 to 5 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent. ESSENTIAL FUNCTIONS: * Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience. * Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (50%). * Opens all types of personal and business accounts and prepares related documentation (50%). * Inputs and closes personal loan applications including DDA lines of credit, credit card applications, auto, boat, CD and other Personal secured or unsecured loans. * Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to: * Deposit accounts * Debit and Credit cards * Safe deposit boxes * Official checks * Any other bank product or service * Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process. * Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures. * Interfaces with customers via telephone or in person. * Must be able to support multiple branch locations as needed. * Exhibits effective communication. * Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience. * Achieves activity and growth goals as well as customer satisfaction objectives. * Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals. * Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results. * Have an understanding and apply basic sales skills and product knowledge including deposit and loan products. * Adheres to all operational, regulatory and security requirements, directives and procedures while minimizing losses. * Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes. * Inputs and follows through with loan applications following operational and regulatory requirements. * 100% adherence to branch's internal policies and procedures to ensure 100% pass rates of internal audits. * Completes annual compliance courses. * Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. * Adheres to all levels of our Service Excellence standards. * Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. * High school diploma or general education degree (GED); or the equivalent combination of education and experience. * Work related experience could consist of reception or secretarial duties in a business environment. * Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. * Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. * Excellent organizational and time management skills - ability to work with minimal supervision. * Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. * Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$30k-36k yearly est. 12d ago
Personal Banker I- Bilingual preferred
First Bank 4.6
Universal banker job at First Bancorp
The position of Personal Banker I 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 fulfills the customer's immediate and future financial needs. Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker I is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on 1 to 3 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent. ESSENTIAL FUNCTIONS: * Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience. * Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (75%). * Opens all types of personal and business accounts and prepare related documentation (25%). * Inputs and closes personal loan applications including DDA lines of credit and credit card applications. * Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to: * Deposit accounts * Debit and Credit cards * Safe deposit boxes * Official checks * Any other bank product or service * Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process. * Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures. * Interfaces with customers via telephone or in person. * Must be able to support multiple branch locations as needed. * Exhibits effective communication Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience. * Achieves activity and growth goals as well as customer satisfaction objectives. * Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals. * Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results. * Have an understanding and apply basic sales skills and product knowledge including deposit and loan products. * Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses. * Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes. * Inputs and follows through with loan applications following operational and regulatory requirements. * 100% adherence to branch's internal policies and procedures to ensure 100% pass rates of internal audits. * Completes annual compliance courses. * Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. * Adheres to all levels of our Service Excellence standards. * Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. * High school diploma or general education degree (GED); or the equivalent combination of education and experience. * Work related experience could consist of reception or secretarial duties in a business environment. * Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. * Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. * Excellent organizational and time management skills - ability to work with minimal supervision. * Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. * Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$30k-36k yearly est. 16d ago
Personal Banker I
First Bank 4.6
Universal banker job at First Bancorp
The position of Personal Banker I 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 fulfills the customer's immediate and future financial needs. Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker I is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on 1 to 3 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent. ESSENTIAL FUNCTIONS: * Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience. * Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (75%). * Opens all types of personal and business accounts and prepare related documentation (25%). * Inputs and closes personal loan applications including DDA lines of credit and credit card applications. * Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to: * Deposit accounts * Debit and Credit cards * Safe deposit boxes * Official checks * Any other bank product or service * Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process. * Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures. * Interfaces with customers via telephone or in person. * Must be able to support multiple branch locations as needed. * Exhibits effective communication Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience. * Achieves activity and growth goals as well as customer satisfaction objectives. * Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals. * Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results. * Have an understanding and apply basic sales skills and product knowledge including deposit and loan products. * Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses. * Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes. * Inputs and follows through with loan applications following operational and regulatory requirements. * 100% adherence to branch's internal policies and procedures to ensure 100% pass rates of internal audits. * Completes annual compliance courses. * Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. * Adheres to all levels of our Service Excellence standards. * Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. * High school diploma or general education degree (GED); or the equivalent combination of education and experience. * Work related experience could consist of reception or secretarial duties in a business environment. * Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. * Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. * Excellent organizational and time management skills - ability to work with minimal supervision. * Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. * Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$30k-36k yearly est. 14d ago
Personal Banker I
First Bank 4.6
Universal banker job at First Bancorp
The position of Personal Banker I 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 fulfills the customer's immediate and future financial needs. Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker I is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on 1 to 3 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent. ESSENTIAL FUNCTIONS: * Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience. * Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (75%). * Opens all types of personal and business accounts and prepare related documentation (25%). * Inputs and closes personal loan applications including DDA lines of credit and credit card applications. * Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to: * Deposit accounts * Debit and Credit cards * Safe deposit boxes * Official checks * Any other bank product or service * Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process. * Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures. * Interfaces with customers via telephone or in person. * Must be able to support multiple branch locations as needed. * Exhibits effective communication Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience. * Achieves activity and growth goals as well as customer satisfaction objectives. * Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals. * Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results. * Have an understanding and apply basic sales skills and product knowledge including deposit and loan products. * Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses. * Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes. * Inputs and follows through with loan applications following operational and regulatory requirements. * 100% adherence to branch's internal policies and procedures to ensure 100% pass rates of internal audits. * Completes annual compliance courses. * Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. * Adheres to all levels of our Service Excellence standards. * Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. * High school diploma or general education degree (GED); or the equivalent combination of education and experience. * Work related experience could consist of reception or secretarial duties in a business environment. * Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. * Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. * Excellent organizational and time management skills - ability to work with minimal supervision. * Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. * Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$30k-36k yearly est. 8d ago