Financial Sales and Service Specialist - Connellsville, PA

Mid Penn Bank - Millersburg Branch•Connellsville Township, PA

About The Position

Mid Penn Bank is seeking a Financial Sales and Service Specialist (Universal Banker) in Connellsville, Pennsylvania. The role assists customers with banking needs by providing information, recommending appropriate products and services, opening accounts, and completing operational and transactional duties. As an experienced team member, the specialist is expected to meet the organization’s Unwavering Service Standards, answer complex questions, perform advanced operational duties, build customer relationships, and hold 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, manipulate objects, handle or feel, and lift items weighing 50 pounds or less.
Visual, auditory, and speaking skills.
Valid driver’s license.
Must be authorized to work in the United States without current or future work-visa sponsorship by Mid Penn Bank.

Nice To Haves

At least two years of experience in related positions.
Notary experience, or 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.
Provide direct customer service regarding deposit products and services, and information about other products and services such as loans and trust services.
Interview customers to gather information and explain available services, including savings and checking accounts, individual retirement accounts, certificates of deposit, and loan applications.
Seek opportunities to deepen relationships with existing customers through suggestive sales techniques.
Participate in sales activities focused on prospective personal and business customers.
Complete work tasks in compliance with company policies and industry regulations.
Maintain the confidentiality of customer information.
Provide customer service information promptly for monthly and year-to-date performance reports.
Process transactions and operational work when required and within technical abilities.