Personal Banker

Mauch Chunk Trust Company•Lehighton, PA

7d•Onsite

About The Position

The Personal Banker is responsible for promoting business for the Bank and maintaining good customer relations by performing as an active member of the branch office sales/service team: conducts sales and cross-sales of all financial products and services to prospective and existing customers; completes documentation and performs point-of-sale processing of all types of new accounts and loan applications; identifies and refers prospective customers to the Wealth Management area of the Bank: provides direct teller service to Bank customers; responds to inquires and request from customers; provides leadership and support to less experienced staff members.

Requirements

high school diploma or equivalent
One to three years personal banker experience
Proven track record in selling bank products
Working knowledge in wealth management
Problem solving and decision making skills
Intermediate keyboarding skills
Moderately complex math skills
Ability to create written materials
Ability to communicate effectively with co-workers and customers

Responsibilities

Actively assists in performing the branch office sales function
Completes the documentation and performs point-of-sale processing on all types of new accounts, services and loan applications/closings.
Assists in obtaining sales and growth objectives for the branch.
Solicits new business from existing and prospective customers; maintains ongoing business relationship with present customers in order to maximize cross-selling opportunities.
Actively makes referrals to the Wealth Management area of the bank.
Provides sales information on a timely basis for sales performance reports via bank software programs.
Monitors individual sales performance versus objectives monthly; frequently reviews current job performance with supervisor.
Demonstrates sufficient sales skills to meet assigned goals by following the MCT Sales Process and Customer Contact Program.
Maintains a thorough knowledge of the features and benefits of all of the Bank's products and services in order to determine how best to meet the customer's needs in order to cross sell bank products and services.
Maintains a working knowledge of general financial issues customers face related to asset management, credit management, education, family support and retirement in order to assist customers in obtaining specialized services from other divisions as necessary.
Provides direct service to customers with respect to deposit products and services; provides help to customers with specific inquiries or service problems.
Performs various teller duties relating to paying, receiving, and balancing functions. Position may require staff to "float" to other Bank locations as needed.
Provide leadership and support to less experienced staff members.
Personally prepares various forms and reports and provides information as requested by management.
Complies with all corporate policies, procedures and federal regulations.
Offers suggestions and participates with branch event marketing activities.
Performs any other related duties as assigned or as necessary.