Financial Sales and Service Specialist - Westville, NJ
About The Position
Mid Penn Bank is seeking a Financial Sales and Service Specialist (Universal Banker) in Westville, New Jersey. The position assists customers with banking needs by providing information, recommending products and services, and opening accounts. It also performs operational and transactional duties to support the office. As an experienced team member, the specialist is expected to demonstrate the organization’s Unwavering Service Standards, answer complex questions, perform advanced operational duties, build customer relationships, and conduct in-depth financial conversations with customers and prospects.
Requirements
- High school diploma or equivalent, with an emphasis in a business curriculum.
- Ability to obtain and properly maintain a National Mortgage Licensing Registration (NMLS #) to take applications for loans secured by residential real estate.
- Proficient reading, writing, grammar, and mathematics skills.
- Proficient interpersonal relations and communication skills.
- Proficient PC skills, including working knowledge of Microsoft Word and Excel.
- Knowledge of policies and procedures.
- Supervisory skills sufficient to guide, train, oversee, or informally supervise employees.
- Ability to sit, stand, walk, bend, stoop, reach with hands or arms, manipulate objects, handle or feel, and lift items weighing 50 lbs. or less.
- Visual, auditory, and speaking skills.
- Valid driver’s license.
Nice To Haves
- At least two years of experience in related positions.
- Notary experience, or the ability to obtain notary status as needed.
Responsibilities
- Open deposit accounts and take loan applications.
- Respond to customer questions, quote rates and payments, and recommend services.
- Assist with account maintenance, including address changes and changes to account signers.
- Provide accurate information and assistance to internal and external customers.
- Facilitate the loan process from origination through closing.
- Serve customers regarding deposit products and services, and provide information about other offerings such as loans and trust services as needed.
- Interview customers to gather information and explain available services, including savings and checking accounts, Individual Retirement Accounts, Certificates of Deposit, and loan applications.
- Identify opportunities to deepen relationships with current customers through suggestive sales techniques.
- Participate in sales activities aimed at prospective personal and business clientele.
- Complete work in compliance with company policies and industry regulations.
- Maintain the confidentiality of customer information.
- Provide customer service information in a timely manner for monthly and year-to-date performance reports.
- Process transactions and operational work when required and within technical abilities.
Benefits
- Medical plans with prescription drug coverage
- Flexible spending account
- Dental and vision insurance
- Life insurance
- 401(k) program with employer match
- Employee stock purchase plan
- Paid time off
- Paid holidays
- Disability insurance coverage
- Parental leave
- Employee assistance program
- Tuition reimbursement
- Mentorship programs
- Individualized development and career counseling
- Mid Penn University courses and development programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
