Financial Sales and Service Specialist - Mechanicsburg, PA

Mid Penn Bank - Millersburg Branch•Mechanicsburg, PA

29d•Onsite

About The Position

The Financial Sales and Service Specialist is responsible for performing a variety of duties to support the customer service function of a community office, coordinating work within the department, as well as with other departments. This individual is also responsible for reporting pertinent information to the immediate supervisor and responding to inquiries or requests for information.

Requirements

A high school diploma or equivalent with an emphasis in a business curriculum.
Notary experience preferred or ability to obtain notary as needed.
A minimum of one (1) year of experience in related positions preferred.
Proficient reading, writing, grammar, and mathematics skills.
Proficient interpersonal relations and communicative skills.
Proficient PC skills, including working knowledge of Microsoft Word and Excel.
Knowledge of financial center policies and procedures.
Supervisory skills sufficient to manage employees.
Ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects and lift items weighing 50 lbs. or less.
Visual, auditory and speaking skills.
Valid driver’s license is required.
Individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.

Responsibilities

Opens deposit accounts and takes loan applications.
Responds to customer questions, quotes rates and payments, recommends services.
Helps with account maintenance such as address changes, change of account signers, etc.
Assists customers in obtaining specialized services from other departments, such as mortgage, wealth management, merchant services, trust services, and commercial loans; provides help to customers with specific inquiries or service problems.
Serve as a Financial Center Associate, when required.