Personal Banker - Doylestown, PA

About the position

The Personal Banker will be responsible for assisting customers in a dual role function. The role is responsible for providing an exceptional in-branch customer experience by handling every customer need including teller transactions, sales and service. Utilizing a needs-based selling approach, the Personal Banker will provide solutions based on customer needs and how they like to conduct their banking. In addition this position will be responsible for referrals to the other lines of business to meet the customer's financial needs. The Personal Banker will work with the branch team and partners to attain the branch strategic goals.

Responsibilities

• Offering and selling bank products and services to both consumer and small business customers, including Checking and Savings Accounts, Certificates of Deposit, Individual Retirement Accounts (IRAs).
• Operating a teller window regularly to meet the needs of the branch clientele.
• Providing exceptional customer service while listening for sales opportunities, explaining and promoting bank products and/or services to customers and actively participating in referral opportunities.
• Effectively using sales skills such as effective listening, identifying needs, expanding and deepening customer relationships, responding to verbal and non-verbal clues, presenting solutions through product benefits, establishing a clear difference, overcoming objections, and asking for the business.
• Following up with prospects and current customers to promote new products and services and/or thanking customers for existing banking relationships.
• Actively engaging with valued customer relationships to promote growth and retention.
• Maintaining confidentiality in handling customer and bank information.
• Following security policies and procedures to prevent bank and customer losses.
• Resolving customer complaints and escalating appropriately.
• Maintaining a detailed level of knowledge on retail products and services.
• Working collaboratively with the branch team to achieve customer sales and service objectives.

Requirements

• Bachelor degree preferred.
• High school diploma/GED.
• Two or more years of related experience in Financial Services industry.
• Basic knowledge of retail product philosophy, policy, procedures, documentation and systems.
• Thorough knowledge of all retail products and services.
• Proven customer service and interpersonal skills.
• Effective selling and referral skills.
• Strong verbal and written communication skills.
• Ability to work a schedule that includes Saturdays.

Nice-to-haves

• Cash handling: 1 year (Preferred).
• Banking: 1 year (Preferred).
• Customer service: 1 year (Preferred).

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off
• Vision insurance