Senior Personal Banker

Peoples Security Bank & Trust Company•Nanticoke, PA

11d

About The Position

The Senior Personal Banker delivers exceptional experiences to customers and prospects, focusing on meeting the financial needs of the community. The role counsels clients and provides needs-based financial solutions in person or virtually, while participating as an active member of the branch sales and service team and supporting daily branch operations and the Bank’s financial services. The position may include leadership responsibilities and direct reports. The Senior Personal Banker handles customer transactions and cash operations, supports branch procedures and schedules, and follows policies and regulations to protect customer and Bank assets. The role maintains knowledge of consumer and business banking products and services, addresses customer questions and concerns, opens suitable deposit accounts and related services, and may process and close consumer loans after licensing and training. The banker also demonstrates the Bank’s technology services, refers customers to appropriate specialists, and represents the Bank at community events. The position may supervise and develop Personal Bankers.

Requirements

High school diploma or equivalent required.
Training in customer service, polite and effective communication, and relationship building and management.
Ability to communicate across face-to-face, email, video conference, text/chat, and social media channels.
Good interpersonal relationship skills.
Strong problem-solving skills.
Ability to lead, coach, and motivate others.
Sound knowledge of branch transactions and operations.
Familiarity with consumer and business financial products and services.
Proficiency using various types of technology and software.
A minimum of 2–4 years of experience in a related position.

Nice To Haves

Associate’s degree, Bachelor’s degree, or General Banking Diploma preferred.

Responsibilities

Collaborate as an active member of the branch team to achieve Bank objectives.
Process customer transactions accurately, efficiently, and in compliance with requirements.
Balance cash drawers and night deposits; replenish, service, and balance the ATM; and manage vault transactions and balancing.
Provide guidance and oversight for daily work procedures, schedules, supplies, cash, and currency.
Follow applicable policies and procedures, protect customer and Bank assets, and stay current on banking regulations.
Maintain knowledge of consumer deposit and loan products, business deposit services, and cash management services.
Provide customer service by responding to questions about deposit accounts, loan activity, fees, and other matters; research complex concerns and ensure timely resolution.
Engage and advise customers in person or virtually to attract, retain, and grow relationships.
Help clients select and open deposit accounts and ancillary services suited to their needs.
Obtain NMLS licensing as applicable and, after completing licensing and training, process and close consumer loans.
Demonstrate and educate customers about the Bank’s technology products and services.
Refer customers and prospects to appropriate partners for loan, cash management, merchant, or wealth management needs.
Represent the Bank at community events and educate the public about financial literacy and Bank products and services.
May supervise Personal Bankers by supporting onboarding, coaching, and development, and assist with talent acquisition and performance evaluation as appropriate.
Perform supportive duties that may be altered or redesigned depending on individual circumstances.