Personal Banker

Peoples Security Bank & Trust Company•Hallstead, PA

61d

About The Position

The Personal Banker delivers an exceptional experience to customers and prospects, focusing on meeting the financial needs of the community. The role supports clients in person or virtually and contributes as an active member of the branch sales and service team, supporting day-to-day branch operations and the Bank’s financial services. The position processes customer transactions, balances and services cash-related functions, follows policies and procedures to protect customer and Bank assets, stays current with banking regulations, and maintains a strong understanding of Bank products, services, and technology. It provides customer service on account and loan questions, researches more complex matters with assistance, and refers customers and prospects to appropriate partners for deposit, lending, cash management, merchant, or wealth management needs.

Requirements

High school diploma or equivalent.
Training in customer service, polite and effective communication practices, and relationship building.
Ability to communicate across channels, including face-to-face, email, video conference, text/chat, and social media.
Good interpersonal relationship skills.
Strong problem-solving skills.
Sound knowledge of branch transactional tasks and operations.
Familiarity with the Bank’s products and services.
Proficiency using various types of technology and software.
A minimum of 1–2 years of experience in a related position.

Nice To Haves

Associate’s degree or General Banking Diploma.

Responsibilities

Collaborate and work as part of the One Bank/One Team/One Brand discipline to achieve Bank objectives.
Process customer transactions efficiently, accurately, and in compliance with requirements, including checks, deposits, withdrawals, payments, money orders, cashier’s checks, and cash advances.
Balance the cash drawer and night deposits, and balance and service the ATM.
Provide backup for vault-related and ancillary operational duties.
Follow policies and procedures to protect customer and Bank assets, and stay up to date on banking regulation changes to ensure compliance.
Maintain a high level of understanding of the Bank’s products, services, and technology.
Provide exemplary customer service by answering questions about deposit accounts, loan activity, fees, and related matters.
Use available resources to research more complicated matters with assistance and address client concerns in a timely manner.
Refer clients and prospects promptly and effectively to appropriate partners for deposit, loan, cash management, merchant, or wealth management services.
Perform supportive ancillary tasks as required.