Financial Sales and Service Specialist - Malvern, PA

Mid Penn Bank - Millersburg Branch•Malvern, PA

8d•Onsite

About The Position

Mid Penn Bank is seeking a Financial Sales & Service Specialist (Universal Banker) to support its continued growth. This position is located in Malvern, PA. The bank believes that its ongoing success depends upon a skilled, satisfied, and valued workforce, offering opportunities for skill development and professional career goals. They provide a comprehensive range of flexible benefits and foster an inclusive culture that encourages idea sharing, collaboration, and contribution to the company's values. The Financial Sales and Service Specialist is responsible for assisting customers with their banking needs, including providing information, recommending products and services, and opening accounts. They will also perform operational and transactional duties. As an experienced team member, this individual must demonstrate the organization’s Unwavering Service Standards, possess the knowledge to answer complex questions, and perform advanced operational duties. Additionally, they will focus on building customer relationships and engaging in in-depth financial conversations with customers and prospects.

Requirements

A high school diploma or equivalent with an emphasis in a business curriculum.
Ability to obtain and properly maintain a National Mortgage Licensing Registration (NMLS #) in order to take applications for loans that are secured by residential real estate is a requirement of this position.
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 policies and procedures.
Ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less.
Visual, auditory and speaking skills.
Valid driver’s license is required.
Must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.

Nice To Haves

A minimum of two (2) years’ experience in related positions preferred.
Notary experience preferred or ability to obtain notary as needed.
Supervisory skills sufficient to provide guidance, train, oversee, or informally supervise employees.

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.
Provides accurate information and assistance to internal and external customers.
Facilitates the loan process from origination through closing.
Provides direct service to customers of the organization with respect to deposit products and services; supplies pertinent information on other products and services, e.g., loans, trust, etc., as needed.
Interviews customers to obtain information and explain available services such as Savings and Checking Accounts, Individual Retirement Accounts, Certificates of Deposit, Loan Applications, etc.
Seeks out new opportunities to deepen relationships with current clientele through suggestive sales techniques.
Participates in sales activities focusing on prospective clientele, both personal and business.
Ensures work tasks and activities are completed in compliance with company policies and industry regulations.
Maintains confidentiality of customer information.
Provides customer service information on a timely basis in order that this information may be included as part of monthly and year-to-date performance reports.
May process transactions & operations, when required, and within technical abilities.