Relationship Banker- Market Street

Penn Community BankPerkasie, PA
29d

About The Position

The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function. Attain complete knowledge of products and services, recognize referral opportunities and successfully partner with appropriate business lines including mortgage, wealth, cash management, commercial lending and residential lending Perform all teller and platform transactions promptly, efficiently and accurately. Deliver and cross-sell banking products in conjunction with customers’ needs through platform interactions and teller line transitions Assist in the attainment of branch-specific goals in conjunction with bank initiatives and the strategic plan Provide best in class customer service to customers regarding daily transactions, addressing inquiries, problem resolution and customer follow up in accordance with all bank policies and expectations Perform outbound sales activities including prospecting and outbound calling to prospective and existing customers, in persona, virtual and via phone. Maintain a position of trust and responsibility by keeping all customers’ business confidential in accordance with bank policy Operate technology as required Consistent utilization of the customer management system to document customer and prospect interactions, send referrals and update campaigns. Penn Community Bank holds $3 billion in assets, employs more than 300 people, and offers banking and lending services at financial centers throughout southeastern Pennsylvania. As an independent, mutual financial institution, Penn Community Bank is not publicly traded and operates with its long-term mission in mind: to help businesses grow and prosper, to provide financial resources to individuals and families throughout their lifetimes, to strengthen the local economy, and to partner with local organizations to act as a catalyst for positive growth in every market it serves.

Requirements

  • Customer service and sales skills
  • Deposit and loan product knowledge
  • Ability to handle multiple responsibilities simultaneously
  • Balanced decision making keeping both customer and company in mind
  • Strong interpersonal and relationship building skills
  • Effective selling, cross-selling and referral skills
  • Microsoft product proficiency and the ability to use core banking systems
  • Participation in community activities as necessary

Nice To Haves

  • Associate’s or Bachelor’s degree preferred
  • Previous banking or relevant work experience preferred

Responsibilities

  • Attain complete knowledge of products and services
  • Recognize referral opportunities and successfully partner with appropriate business lines including mortgage, wealth, cash management, commercial lending and residential lending
  • Perform all teller and platform transactions promptly, efficiently and accurately.
  • Deliver and cross-sell banking products in conjunction with customers’ needs through platform interactions and teller line transitions
  • Assist in the attainment of branch-specific goals in conjunction with bank initiatives and the strategic plan
  • Provide best in class customer service to customers regarding daily transactions, addressing inquiries, problem resolution and customer follow up in accordance with all bank policies and expectations
  • Perform outbound sales activities including prospecting and outbound calling to prospective and existing customers, in persona, virtual and via phone.
  • Maintain a position of trust and responsibility by keeping all customers’ business confidential in accordance with bank policy
  • Operate technology as required
  • Consistent utilization of the customer management system to document customer and prospect interactions, send referrals and update campaigns.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

Associate degree

Number of Employees

101-250 employees

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