Senior Financial Sales and Service Specialist- Steelton, PA

Mid Penn Bank - Millersburg Branch•Steelton, PA

7d•Onsite

About The Position

Mid Penn Bank is hiring a Senior Financial Sales and Service Specialist to support its Financial Center in Steelton, Pennsylvania. The role performs a variety of duties supporting the customer service function of a community office and coordinates work within the department and with other departments. The specialist can provide supervisor overrides and may act as supervisor of daily functions and operations when the manager and assistant manager are absent. The position also reports pertinent information to the immediate supervisor and responds to inquiries or requests for information. The specialist serves customers by opening deposit accounts, taking loan applications, explaining and recommending products and services, handling account maintenance, and resolving customer issues. The role contributes to relationship growth and sales through customer outreach, prospecting, and use of the Customer Relationship Management program. It also facilitates loans from origination through closing and follows applicable customer identification, anti-money-laundering, reporting, and security requirements. A high school diploma or equivalent with a business curriculum emphasis and at least three years of related work experience, or specialized retail banking education and training, is normally required. A current NMLS registration is preferred, or the ability to obtain and maintain one is required for taking applications for loans secured by residential real estate. Notary experience is preferred, or the ability to obtain notary status as needed. The position requires a flexible schedule as needed to meet operating requirements and regular, predictable attendance.

Requirements

High school diploma or equivalent with an emphasis in a business curriculum.
At least three years of related work experience or specialized retail banking education and training.
Ability to obtain and properly maintain a National Mortgage Licensing Registration (NMLS number) to take applications for loans secured by residential real estate.
Ability to work a flexible schedule as required to meet operating needs.
Regular and predictable attendance.
Proficient reading, writing, grammar, and mathematics skills.
Proficient interpersonal relations and communication skills.
Proficient PC skills, including working knowledge of Microsoft Word and Excel.
Knowledge of policies and procedures.
Supervisory skills sufficient to manage employees.
Ability to sit, stand, walk, bend, stoop, reach, manipulate and handle objects, and lift items weighing 50 pounds or less.
Visual, auditory, and speaking skills.
Valid driver's license.
Authorization to work in the United States without current or future work-visa sponsorship by Mid Penn Bank.

Nice To Haves

Notary experience, or ability to obtain notary status as needed.
Current National Mortgage Licensing Registration (NMLS number).

Responsibilities

Open deposit accounts and take loan applications.
Respond to customer questions, quote rates and payments, and recommend services.
Assist with account maintenance, including address changes and changes to account signers.
Help customers obtain specialized services from other departments, including mortgage, wealth management, merchant services, trust services, and commercial loans, and assist with specific inquiries or service problems.
Take ownership of customer issues and ensure resolution with little or no supervisor guidance.
Interview customers to gather information and explain available services, including savings and checking accounts, IRAs, CDs, and loan applications.
Seek opportunities to deepen relationships with current customers through suggestive sales techniques.
Participate in sales activities focused on prospective personal and business customers.
Use the Customer Relationship Management program to track customer sales and service activity and develop prospective opportunities in the office's market area.
Make outbound calls to identify additional opportunities to broaden customer relationships.
Complete documentation and point-of-sale processing for new personal and business accounts.
Maintain thorough knowledge of product and service features and benefits to identify customer needs and support sales.
Facilitate the loan process from origination through closing.
Understand and comply with the Bank Secrecy Act/Anti-Money Laundering policy, including timely and accurate completion of Currency Transaction Reports and Suspicious Activity Reporting.
Follow the Customer Identification Policy during account opening and review customer information during service interactions to keep records accurate and current.
Evaluate risk when making supervisor override decisions or handling situations involving security controls against criminal or fraudulent activity.
Coordinate departmental work and, when the manager and assistant manager are absent, oversee daily functions and operations.
Report pertinent information to the immediate supervisor and respond to inquiries or information requests.