The Personal Banker profiles customers to determine their financial services needs, recommends appropriate loan and deposit products, and refers customers to other lines of business when appropriate. The role opens loan and deposit accounts and works toward individual production and sales goals assigned by branch management. The Personal Banker is expected to complete assigned Sales Platform training, demonstrate product knowledge and service behaviors, follow the Branch Playbook, and become CARE certified within six months of hire. The role uses the bank’s sales tools and processes to support customer-focused conversations, documents interaction notes for future use, inputs loan applications, coordinates loan document preparation, and prepares new-deposit-account documents. It also follows up on opened accounts and corrects document deficiencies or exceptions. The Personal Banker contributes to branch sales and service goals, supports campaign calls, may assist branch management with coaching, and maintains effective working relationships across departments and business lines. NLMS requirements and applicable S.A.F.E. Act registration must be completed and maintained when required for Mortgage Loan Originator duties. The position is based at 232 Hampton Ave., Punxsutawney, Pennsylvania. Branch hours are Monday through Friday, 8:30 a.m. to 6:00 p.m., and Saturday, 9:00 a.m. to 12:00 p.m.; flexibility around branch hours is required.
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Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree