This is a Lead Personal Banker position focused on opening and managing open banking accounts, processing loan applications, and supporting CoreFirst products and services. LPBs assist customers, coach branch staff, and contribute to branch sales goals.
Essential Functions & Responsibilities
Illustrate and sell the benefits of CoreFirst Bank & Trust products and services to prospective and current customers to generate new business and strengthen existing household relationships.
Track progress toward branch sales goals and partner with the Branch Sales Manager in assigning personal and branch goals.
Provide on-the-spot coaching to Personal Bankers and Customer Service Associates related to CoreFirst products and sales processes.
Provide existing bank customers with listening and questioning to understand financial needs, answer questions, perform account maintenance, and assist with bank processes and procedures.
Participate in daily branch operations including opening/closing the branch, balancing the vault, completing internal records and audit logs, administering safe deposit box needs, and performing teller duties.
Resolve customer escalations regarding bank sales and services.
Carry out other administrative functions as needed.
Required Qualifications
Two (2) years of banking experience preferred.
High school diploma or equivalent required; some college encouraged.
Preferred Skills & Abilities
High level of skills in CoreFirst Bank & Trust competencies: Customer Focus, Compliance, Ethics, Perseverance, and Time Management.
Proficient use of Microsoft Word, Excel, and Outlook.
Ability to quickly adapt to changes in procedure and/or technology.
Proficiency with processes and procedures related to consumer deposit and loan products.
Adherence to CoreFirst Values: Respect, Communication, Integrity, Initiative, and Accountability.
Professionalism and composure; strong sales awareness; ability to contribute to a motivated environment, monitor key details, set priorities, and remain goal-oriented.
Physical Requirements The physical demands include regularly talking or hearing, frequently sitting, standing, and walking. Some light physical effort is required, including the ability to lift up to fifty (50) pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Other
Applicants must pass a drug screen and background checks.
CoreFirst Employment Practices: CoreFirst provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. CoreFirst Bank & Trust complies with applicable state and local non‑discrimination laws governing employment at all locations.
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Essential Functions & Responsibilities
Illustrate and sell the benefits of CoreFirst Bank & Trust products and services to prospective and current customers to generate new business and strengthen existing household relationships.
Track progress toward branch sales goals and partner with the Branch Sales Manager in assigning personal and branch goals.
Provide on-the-spot coaching to Personal Bankers and Customer Service Associates related to CoreFirst products and sales processes.
Provide existing bank customers with listening and questioning to understand financial needs, answer questions, perform account maintenance, and assist with bank processes and procedures.
Participate in daily branch operations including opening/closing the branch, balancing the vault, completing internal records and audit logs, administering safe deposit box needs, and performing teller duties.
Resolve customer escalations regarding bank sales and services.
Carry out other administrative functions as needed.
Required Qualifications
Two (2) years of banking experience preferred.
High school diploma or equivalent required; some college encouraged.
Preferred Skills & Abilities
High level of skills in CoreFirst Bank & Trust competencies: Customer Focus, Compliance, Ethics, Perseverance, and Time Management.
Proficient use of Microsoft Word, Excel, and Outlook.
Ability to quickly adapt to changes in procedure and/or technology.
Proficiency with processes and procedures related to consumer deposit and loan products.
Adherence to CoreFirst Values: Respect, Communication, Integrity, Initiative, and Accountability.
Professionalism and composure; strong sales awareness; ability to contribute to a motivated environment, monitor key details, set priorities, and remain goal-oriented.
Physical Requirements The physical demands include regularly talking or hearing, frequently sitting, standing, and walking. Some light physical effort is required, including the ability to lift up to fifty (50) pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Other
Applicants must pass a drug screen and background checks.
CoreFirst Employment Practices: CoreFirst provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. CoreFirst Bank & Trust complies with applicable state and local non‑discrimination laws governing employment at all locations.
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