Personal Banker - Burlington
On-siteBurlington, North Carolina, United States
Burlington, North Carolina, United StatesOn-siteFull TimeLarge
Full TimeLarge
Job Summary
Build trusted relationships with members by identifying financial needs and recommending appropriate products and services. Support deposit and lending activities, including account openings, loan applications, and ongoing member service. Collaborate with branch and business partners to connect members with specialized solutions that support their financial goals. This role requires balancing member service, sales conversations, and operational responsibilities in a fast-paced branch environment. Candidates must obtain NMLS registration under the SAFE Act upon hire and a Notary appointment within three months.
Required Qualifications
- Experience working directly with customers in a service-focused environment
- Experience discussing products, identifying needs, and recommending solutions
- Ability to support lending and deposit-related activities while maintaining a high level of accuracy
- Ability to build rapport and conduct meaningful financial conversations with members
- Strong verbal and written communication skills
- Ability to explain financial products and services in a clear and understandable manner
- Knowledge of basic credit underwriting concepts
- Ability to resolve member concerns and deliver excellent service recovery
- Proficiency with personal computer systems and digital banking tools
- College degree or equivalent experience
- Ability to obtain NMLS registration under the SAFE Act upon hire
- Ability to obtain Notary appointment within 3 months of hire
Desired Qualifications
- Three or more years of experience in retail, banking, or financial services
- Previous sales experience with a track record of identifying customer needs and recommending solutions
- Previous consumer lending experience
- Experience working with IRA products and services
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