Personal Banker

C&N•Newtown Township, PA

10d

About The Position

Who are you? You’re a customer-focused professional with a passion for building relationships and helping people achieve their financial goals. As a Personal Banker, you’ll be the go-to partner for clients—opening accounts, assisting with loans, and connecting customers to the right products and services. You’ll play a key role in enhancing customer retention, supporting business development, and ensuring every client interaction reflects C&N’s commitment to service excellence. You’re detail-oriented, a strong communicator, and comfortable working in a fast-paced environment where multitasking is key. If you’re ready to combine customer service expertise with financial knowledge, this role may be the perfect fit.

Requirements

High school diploma or general education degree (GED) AND 2-4 years previous related experience in a customer service setting, preferably in a banking environment OR an equivalent combination of education and experience.
NMLS (within 1 year of employment)
Ability to multitask and manage competing priorities effectively
Strong attention to detail with a focus on accuracy
Excellent communication skills (verbal, written, and interpersonal)
Solid technical skills, including comfort with banking systems and digital tools
Active listening and customer service mindset
Business Insight: Understands business operations, market trends, and applies knowledge to drive results.
Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships.
Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with diplomacy and tact.
Instills Trust: Maintains integrity, follows through on commitments, and earns credibility through consistent actions.
Action Oriented: Acts quickly on challenges, seizes opportunities, and tackles tough issues with a positive attitude.

Responsibilities

Strengthening relationships and business development by opening personal and business accounts, enrolling clients in digital banking tools, and ensuring a positive onboarding experience.
Identifying customer needs through conversations, offering tailored product recommendations, and referring clients to specialists when appropriate.
Supporting lending functions by analyzing customer needs, originating consumer loans or home equity applications, and ensuring compliant loan documentation.
Performing teller and branch operations as needed, including handling deposits, withdrawals, wires, and debit card issuance.
Maintaining a well-rounded knowledge of C&N’s full product suite, including deposit, loan, and digital banking solutions.
Promoting community engagement by supporting local business development efforts and representing C&N in the community.
Ensuring compliance with policies, procedures, and regulatory standards in all customer interactions.

Benefits

Generous vacation, personal, sick, family sick, and community service leave.
401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.
Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
Employer-paid life and disability insurance.
Additional voluntary coverages to meet your unique needs.
Access to education and development programs and ongoing support for personal and professional growth.

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