Personal Banker 1 - Lima Allentown
About The Position
The Personal Banker provides excellent customer service while identifying sales opportunities and performing account transactions. The role supports consumer and business relationship building for a full-service banking center, with a focus on daily sales initiatives and proactive customer interaction. This includes meeting with customers in person and by phone to discuss their banking needs, making outbound calls for customer onboarding and prospecting, and promoting products to new and existing retail customers. The Personal Banker assists the Banking Center Manager with targeted outside sales and participates in community service opportunities. The role also supports banking center operations, complies with bank policies, procedures, and security measures, and may operate as a teller, assist with supervision, or provide other support for sales and operational objectives.
Requirements
- High school diploma or GED required.
- At least 3 years of cash-handling, sales, or customer-service experience required.
- Strong product knowledge appropriate to the position’s sales responsibilities.
- Ability to generate new financial relationships through outbound calling, internal business development, and customer relationship building.
- Ability to interact effectively with customers and build positive relationships.
- Clear verbal and written communication skills.
- Strong organizational skills, ability to multitask, and flexibility.
- Ability to solve practical problems and interpret written, oral, diagram, or schedule-based instructions.
Nice To Haves
- At least 1 year of banking experience preferred.
- At least 1 year of supervisory or leadership experience preferred.
- Strong consumer lending skills and a solid understanding of consumer lending products preferred.
- Sound mathematical and analytical skills preferred.
Responsibilities
- Model the Bank’s Mission, Vision, and Pledge.
- Assess customers’ financial needs and recommend appropriate products or services.
- Meet and exceed sales goals for loans, deposits, partner referrals, and profitability.
- Promote the Bank’s products and services to achieve individual and team sales goals.
- Partner with branch staff and peers, support a positive team environment, and informally coach others.
- Monitor performance against banking center goals and adjust individual goals or initiate sales promotions as needed.
- Make outbound calls using customer lists to promote products and make appropriate business-line referrals.
- Educate the bank team on identifying opportunities to advance customers’ financial wellness.
- Prioritize and implement defined sales and service activities.
- Promote the Bank’s products and services in the community and assist with business growth.
- Support daily banking center operations, including customer service, opening and closing procedures, vault duties, cash controls, inventory, audit, and compliance requirements.
- Participate in regular sales and staff meetings and lead meetings when assigned.
- Serve customers and prospective customers by explaining banking products and professionally resolving problems or issues.
- Build productive relationships with internal business partners and seek constructive peer feedback when appropriate.
- Use sound judgment and follow established guidelines and procedures, seeking assistance when needed.
- Maintain security controls and protect the banking center against criminal or fraudulent activity and unnecessary risks.
- Keep sensitive information and customer business confidential and secure.
- Answer incoming telephone calls and perform additional duties supporting the banking center.
- Cross-train and assist with operational duties.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
