Mobile Personal Banker

Shore United Bank•Annapolis, MD

11d•Hybrid

About The Position

Shore United Bank is seeking a Mobile Personal Banker to join our team. As a Mobile Personal Banker, you'll provide personalized banking support to customers while bringing flexibility and expertise to branches throughout our market. You'll build strong customer relationships, identify financial needs, and recommend products and services that help clients achieve their goals. In addition to assisting with everyday banking transactions and resolving account-related concerns, you'll have the opportunity to expand customer relationships through thoughtful cross-selling of deposit, lending, and other banking solutions. This role is ideal for someone who enjoys balancing exceptional customer service with business development, adapting to changing priorities, and making a positive impact on both the customer experience and branch performance.

Requirements

High school diploma/GED equivalent.
A minimum of 3 years’ experience in banking with an understanding of consumer lending.
Prior experience in bank teller or customer service role.

Responsibilities

Aid customers in opening, managing, and optimizing their bank accounts and other products.
Ensure and maintain excellence in front-line coverage to greet and assist walk-in customers and cover the phones.
Work closely with bank partners for client referrals to Merchant, Wye Financial, Commercial Relationship Managers, and Branch Lenders.
Provide loan processing for customers based on loan authority established by Loan Policy; take applications and handle routine inquiries concerning loans, rates, and payment schedules.
Work on Teller line as needed.
Represent the Bank in a manner that maintains and expands positive relations with all customers, potential customers, and co-workers.
Maintains the highest level of confidentiality with all information obtained.
Train employees on beneficial customer conversations to help the employee meet the customer’s financial needs, i.e. referral training, cross-selling, needs conversations, etc.
Perform customer requests including but not limited to check orders, issuing debit cards, address changes, changing of business signers, fraud disputes, and safe deposit box entry.
Open new consumer and business accounts including CD’s, IRA’s, and safe deposit boxes.
Provide superior customer service through conversation to identify additional client needs, in-person and over the phone.
Help conduct and attend Branch Team Meetings.
Demonstrates compliance awareness by completing all required regulatory and compliance training (e.g., BSA, CRA, ECOA) on or before deadlines, and actively supporting all policies, procedures, and practices that promote risk management, safety, and regulatory adherence.

Benefits

health
dental
vision
company-paid life insurance
mental health well-being
short-term and long-term disability
Paid parental leave
401k savings plan with up to a 4% company match
Employee Stock Purchase Plan
employee banking services
loan discount program
education assistance
career development program
Employee Assistance Program
wellness initiatives
Paid training program and continuous training sessions throughout the year on various topics
Generous paid time off and paid sick time
Community involvement opportunities