Personal Banker II

Job overview

The Personal Banker II role is onsite in Mooresville, NC. Compensation is not specified. The position serves customers through First Bank’s branch service and financial product offerings. The role assesses customer financial needs and recommends suitable products and services while delivering accurate, professional service. It supports teller functions, opens accounts, processes loan applications, resolves customer requests, and builds relationships that contribute to customer satisfaction and branch growth goals.

What you'll do

• Coordinate Personal Banker and Service Representative functions
• provide transactional support and dual-control functions as applicable
• open personal and business accounts
• process personal loan applications
• resolve customer requests and complaints
• process branch reports and transactions
• generate and maintain customer relationships
• conduct assigned outbound calls and needs assessments
• meet activity and growth goals
• follow operational, regulatory, and security requirements.

What we're looking for

Skills & competencies

personal banker ii

retail banking

customer service

financial needs assessment

deposit accounts

loan applications

banking compliance

branch operations

mooresville nc

first bank

customer relationships

sales referrals

Work arrangement

• Weekend coverage required

Why this role

The posting describes this level as based on 3–5 years of banking experience or prior teller or customer-contact/sales experience or equivalent. It requires a high school diploma or GED, or equivalent education and experience.

About the employer

First Bank is hiring for this role. Industry: Commercial Banking. Sector: 52.