Fuquay-Varina, North Carolina, United States · On-site
SUMMARY: 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 servic…
Skills: Financial Needs Assessment, Customer Relationship Management, Account Opening, Loan Processing, Sales
Saint Charles County, Missouri, United States · On-site
$15/hr–$19/hr
Bank Teller First Bank is hiring a Bank Teller to support our branch clients through accurate teller transactions, cash handling, client service, digital banking support, and needs-based referrals in a retail banking env…
Skills: Bank Teller Experience, Cash Handling, Customer Service, Client Service, Retail Banking
Aberdeen, North Carolina, United States · On-site
SUMMARY: 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 servic…
Skills: Financial Needs Assessment, Relationship Management, Account Opening, Loan Processing, Customer Service
LaBelle, Florida, United States · On-site
Description Summary: Evaluates the financial condition of individuals and businesses applying for credit with the bank. Reports to: Chief Credit Officer Essential Duties and Responsibilities: Analyzes loan data on new, r…
Skills: Financial Analysis, Credit Analysis, Loan Data Analysis, Financial Reporting, Credit Inquiries
Charlotte, North Carolina, United States · On-site
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 c…
Skills: Cash Handling, Customer Service, Bank Operations, Cross-selling, Vault Management
Greenville, South Carolina, United States · On-site
SUMMARY: We are seeking an analytical and proactive professional to support the management and performance of our dealer portfolio. This role combines collections, risk identification, and account analysis, with a strong…
Skills: Collections, Risk Identification, Account Analysis, Data Analysis, Customer Interaction
Angier, North Carolina, United States · On-site
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 c…
Skills: Cash Handling, Customer Service, Bank Operations, Cross-selling, Vault Management
Columbia, South Carolina, United States · On-site
SUMMARY: 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 servic…
Skills: Financial Needs Assessment, Customer Relationship Management, Account Opening, Loan Processing, Regulatory Compliance
Albemarle, North Carolina, United States · On-site
SUMMARY: The position of Personal Banker III is responsible for ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and serv…
Skills: Financial Needs Assessment, Relationship Management, Loan Processing, Account Opening, Customer Service
Arnold, Missouri, United States · On-site
$16/hr–$21/hr
Personal Banker/Universal Banker - Arnold, MO Branch In this role, you will create and deliver an exceptional client experience while building and strengthening customer relationships. You will serve as a trusted financi…
Skills: Client Relationship Management, Financial Needs Assessment, Cross-selling, Consumer Banking, Digital Banking
Florissant, Missouri, United States · On-site
$15/hr–$19/hr
Bank Teller/Universal Banker - Graham Road Branch Schedule: Monday 9 AM–5 PM | Thursday 11 AM–5 PM | Friday 9 AM–5 PM Are you an experienced Bank Teller, Retail Banker, or customer service professional who enjoys helping…
Skills: Customer Service, Cash Handling, Financial Transactions, Client Relationship Management, Referrals
Albemarle, North Carolina, United States · On-site
SUMMARY: A Lending Associate is a development position whereby the individual will expect to convert into a lender within 36 months. The position of a Lending Associate is responsible for reviewing financial information …
Skills: Credit Underwriting, Financial Analysis, Loan Review, Cash Flow Analysis, Risk Assessment
Leland, North Carolina, United States · On-site
SUMMARY: The position of Roving Teller is responsible for the same duties as a normal Teller with the only major difference being “roving” from branch to branch within a region - performing routine and interm…
Skills: Cash Handling, Customer Service, Bank Operations, Cross-selling, Vault Management
Leland, North Carolina, United States · On-site
SUMMARY: The position of Roving Teller is responsible for the same duties as a normal Teller with the only major difference being “roving” from branch to branch within a region - performing routine and interm…
Skills: Cash Handling, Customer Service, Bank Operations, Cross-selling, Vault Management
Dunn, North Carolina, United States · On-site
SUMMARY The Banking Operations & Process Analyst is a member of the Deposit Operations team which oversees account origination and maintenance functions across the bank. This role is new to the bank and intended to help …
Skills: Workflow Analysis, Process Improvement, Banking Operations, User Acceptance Testing, Root Cause Analysis
Dunn, North Carolina, United States · On-site
SUMMARY The Banking Operations & Process Analyst is a member of the Deposit Operations team which oversees account origination and maintenance functions across the bank. This role is new to the bank and intended to help …
Skills: Workflow Analysis, Process Improvement, Banking Operations, User Acceptance Testing, Root Cause Analysis
Asheville, North Carolina, United States · On-site
SUMMARY: The position of Customer Support Specialist provides for efficient and effective service to customers, prospective customers and branch personnel via inbound telephone calls, email requests, secure messages, cha…
Skills: Customer Service, Retail Banking, Problem Solving, Conflict Resolution, Active Listening
Asheville, North Carolina, United States · On-site
SUMMARY: The position of Customer Support Specialist provides for efficient and effective service to customers, prospective customers and branch personnel via inbound telephone calls, email requests, secure messages, cha…
Skills: Customer Service, Retail Banking, Problem Solving, Conflict Resolution, Active Listening
Asheville, North Carolina, United States · On-site
SUMMARY: The Position of Residential Mortgage Construction Specialist is responsible for performing assigned duties relating to the administration of residential, non-commercial construction in a timely, accurate and pro…
Skills: Construction Loan Administration, Loan Draw Calculation, Inspection Report Review, Loan Documentation, Compliance Monitoring
Asheville, North Carolina, United States · On-site
SUMMARY: The Position of Residential Mortgage Construction Specialist is responsible for performing assigned duties relating to the administration of residential, non-commercial construction in a timely, accurate and pro…
Skills: Construction Loan Administration, Loan Draw Calculation, Inspection Report Review, Loan Documentation, Time Management
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Personal Banker I conducts financial needs assessments to recommend appropriate products and manages both service window transactions and account openings. They are responsible for generating leads, maintaining customer relationships, and ensuring adherence to banking regulations and internal policies.
Candidates must have a high school diploma or GED and 1 to 3 years of banking or customer sales experience. Proficiency in computer operations and a valid driver's license are required to support multiple branch locations.
SUMMARY:
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:
Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience.
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.
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.
Our 100+ year history of independent family ownership allows us to relentlessly focus on our clients' long term goals.
First Bank is a privately held, family-owned bank built for clients who think beyond the next transaction and focus on what comes next across years, decades, and generations. For more than a century, First Bank has been guided by multi-generational ownership and leadership. That perspective shapes how we serve family-owned and privately held businesses: with patience, continuity, and a long-term view of capital, growth, and transition. We understand that for these businesses, financial decisions are rarely isolated. They’re connected to family legacy, leadership succession, and the future of the enterprise itself. Our relationship-driven approach is grounded in stewardship. We invest in lasting partnerships, deep industry expertise, and thoughtful growth so our clients can make confident decisions today while preparing for the realities of tomorrow. Through dedicated teams and specialized resources, including our Center for Family Owned Businesses, we support founders, current leaders, and next generation decision makers as their needs evolve. With a strong presence across the Midwest, California, and Texas, First Bank combines the stability of family ownership with the scale, technology, and capabilities required to serve complex businesses in dynamic markets. We are intentionally built to adapt, grow, and remain relevant so our clients can do the same, generation after generation. Member FDIC. Equal Housing Lender. First Bank does not use LinkedIn as a client service tool and users should refrain from posting personal information. Please contact the First Bank Service Center for client service needs. Privacy policy: https://www.first.bank/About/Disclosures/Privacy-Statement
Our 100+ year history of independent family ownership allows us to relentlessly focus on our clients' long term goals.
First Bank is a privately held, family-owned bank built for clients who think beyond the next transaction and focus on what comes next across years, decades, and generations. For more than a century, First Bank has been guided by multi-generational ownership and leadership. That perspective shapes how we serve family-owned and privately held businesses: with patience, continuity, and a long-term view of capital, growth, and transition. We understand that for these businesses, financial decisions are rarely isolated. They’re connected to family legacy, leadership succession, and the future of the enterprise itself. Our relationship-driven approach is grounded in stewardship. We invest in lasting partnerships, deep industry expertise, and thoughtful growth so our clients can make confident decisions today while preparing for the realities of tomorrow. Through dedicated teams and specialized resources, including our Center for Family Owned Businesses, we support founders, current leaders, and next generation decision makers as their needs evolve. With a strong presence across the Midwest, California, and Texas, First Bank combines the stability of family ownership with the scale, technology, and capabilities required to serve complex businesses in dynamic markets. We are intentionally built to adapt, grow, and remain relevant so our clients can do the same, generation after generation. Member FDIC. Equal Housing Lender. First Bank does not use LinkedIn as a client service tool and users should refrain from posting personal information. Please contact the First Bank Service Center for client service needs. Privacy policy: https://www.first.bank/About/Disclosures/Privacy-Statement
