Senior Personal Banker

Peoples Security Bank & Trust CompanyHazleton, PA
Onsite

About The Position

Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. May serve in a leadership capacity with direct reports.

Requirements

  • A high school diploma or equivalent required.
  • Training in customer service, polite and effective communication practices, and relationship building and management needed.
  • Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media).
  • Good interpersonal relationship skills.
  • Strong problem solving skills.
  • Able to lead, coach and motivate others.
  • Possess a sound knowledge of branch transactional tasks and operations.
  • Be conversant in consumer and business financial products and services.
  • Proficient in use of various types of technology and software.
  • A minimum of 2-4 years' experience in a related position normally required.
  • Ability to obtain NMLS.

Nice To Haves

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

Responsibilities

  • Processes all customer transactions (checks, deposits, withdrawals, payments, money orders, cashier’s checks, cash advances, wires, etc.) efficiently, accurately, and compliantly.
  • Balances cash drawer and night deposits.
  • Replenishes, services, and balances the ATM.
  • Manages vault transactions and balancing.
  • Provides guidance and oversight to daily work procedures, schedules, supplies, cash and currency.
  • Protects customer and Bank assets at all times.
  • Stays up-to-date on banking regulation changes to ensure compliance.
  • Maintains working knowledge of Bank’s consumer deposit and loan product offerings as well as business deposit and cash management services.
  • Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc.
  • Researches more complicated matters with assistance, ensuring client concerns are addressed in a timely manner.
  • Engages and advises customers in person and/or virtually in order to attract, retain, and grow relationships.
  • Assists clients with deposit account and ancillary service selections in line with their needs, opening them in a timely manner.
  • Processes and closes consumer loans upon completion of licensing and training.
  • Demonstrates and educates our customer base on our technology products and services.
  • Refers clients and prospects to the appropriate partner to meet their needs for loans, cash management, merchant, or wealth management services.
  • Acts as a banking ambassador out in the community by jointly attending events, tabling, and educating the public on matters of financial literacy and the bank’s products and services.
  • Supervises Personal Bankers, providing onboarding, coaching, and development in order to contribute to staff success.
  • Assists in the Talent Acquisition and Performance Evaluation Process as appropriate.
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