Personal Banker

Peoples Security Bank & Trust Company • Mountain Top, PA

1d

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 daily branch operations and the Bank’s financial services.

The Personal Banker processes customer transactions, balances cash and deposits, and supports ATM, vault, and other operational activities. The role follows policies and procedures to protect customer and Bank assets and stays current on banking regulations. It also requires a strong understanding of the Bank’s products, services, and technology, providing customer service and researching more complicated inquiries with assistance. The Personal Banker refers customers and prospects to appropriate partners for deposit, loan, 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 face-to-face, email, video conference, text/chat, and social media channels.
• Good interpersonal relationship skills.
• Strong problem-solving skills.
• Sound knowledge of branch transactions and operations.
• Familiarity with the Bank’s products and services.
• Proficiency with various types of technology and software.
• Normally, 1–2 years of experience in a related position.

Nice To Haves

• Associate’s degree or General Banking Diploma.

Responsibilities

• Collaborate with branch colleagues to achieve Bank objectives.
• Process customer transactions, including checks, deposits, withdrawals, payments, money orders, cashier’s checks, and cash advances, accurately and in compliance with applicable requirements.
• 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 current on banking regulation changes.
• Maintain a strong understanding of the Bank’s products, services, and technology.
• Answer customer questions about deposit account and loan activity, fees, and related matters; research more complicated inquiries with assistance and address concerns promptly.
• Refer clients and prospects to appropriate partners for deposit, loan, cash management, merchant, or wealth management services.
• Perform supportive ancillary tasks as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED