Relationship Banker- Quakertown
About The Position
The Relationship Banker role at Penn Community Bank is responsible for understanding and promoting the bank's products and services. This position involves performing teller and platform transactions, identifying opportunities to cross-sell banking products, and assisting in the achievement of branch goals. The role requires delivering exceptional customer service, including addressing inquiries and resolving problems, as well as conducting outbound sales activities like prospecting and calling customers. Maintaining customer confidentiality and utilizing the customer management system are also key aspects of the position.
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
Mid Level
Education Level
Associate degree
