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Job: Personal Banker

First Bank Financial Centre

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Jobing Description
The Personal Banker is responsible for establishing relationships with customers by meeting a broad range of financial service needs. The Personal Banker will provide banking products and services to customers by actively soliciting and opening new accounts of both deposit and consumer loan products. This position will also be involved in completing customer applications for home loans.

Position Expectations:
New Accounts
  • Provides personal banking account recommendations, including referrals for non-traditional investments and other information to assigned customers.
  • Assists New Accounts Representatives, as needed, to open, maintain and close all deposit products and services.
  • Researches and performs account and customer related changes as requested.
  • Pursues sales opportunities and cross sells bank products and services as appropriate.
  • Refers customers to other areas of First Bank Financial Centre as appropriate.

    Lending
  • Originates consumer loans.
  • Originates new and existing 1st mortgages, home equity loans, and home equity lines of credit.

    Additional Duties
  • Process stop payments.
  • Process wire transfers/fund transfers.
  • Place check orders.
  • Follows all regulatory requirements and procedures.
  • Other duties may be assigned as deemed appropriate.

  • Skills / Requirements
  • High School Diploma or GED
  • A minimum of 2 years experience in retail banking activities, including teller transactions and opening new accounts
  • A minimum of 1 year of lending experience
  • Proficient with MS Office products including Word and Excel
  • College degree strongly preferred

  • Important Notes
    First Bank Financial Centre requires the completion of our employment application in order to be considered for employment opportunities. Please download an application at our website, www.fbfcwi.com, under About Us in the Careers section, or you may obtain an application at any First Bank Financial Centre branch location.

    Please mention on your application that you found this position at Jobing.com!


    First Bank Financial Centre Preview
    First Bank Financial Centre
    First Bank Financial Centre (FBFC) is a full-service, independent, community bank that has served the Oconomowoc area for150 years... More

    (262) 569-9900
    (262) 569-2704 fax

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    http://www.fbfcwi.com

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