Senior Personal Banker

Peoples Security Bank & Trust Company•Nanticoke, PA

12d

About The Position

The Senior Personal Banker delivers exceptional experiences to customers and prospects by identifying and meeting their financial needs. The role counsels clients on needs-based financial solutions and supports them in person or virtually. As an active member of the branch sales and service team, the banker supports day-to-day branch operations and the Bank’s financial services, and may serve in a leadership capacity with direct reports. The position handles customer transactions and branch cash operations, maintains compliance with Bank policies and banking regulations, and provides guidance and oversight for daily work procedures. It requires working knowledge of consumer and business deposit, loan, and cash management offerings, along with the ability to assist customers, open accounts and ancillary services, demonstrate technology, and refer clients to appropriate Bank partners. After licensing and training, the banker may process and close consumer loans. The role may also include community outreach, financial literacy education, and supervising, onboarding, coaching, and developing Personal Bankers. A high school diploma or equivalent is required. An associate’s or bachelor’s degree or General Banking Diploma is preferred. Related experience of 2–4 years is normally required. The job involves regular computer use and physical activity, including sitting, standing, walking, handling objects, reaching, and occasionally stooping, kneeling, bending, crouching, and lifting up to 50 pounds. Reasonable accommodations may be made for employees with disabilities.

Requirements

High school diploma or equivalent.
A minimum of 2–4 years of experience in a related position is normally required.
Training in customer service, polite and effective communication, relationship building, and relationship management.
Ability to communicate across face-to-face, email, video conference, text/chat, and social media channels.
Good interpersonal relationship skills and strong problem-solving skills.
Ability to lead, coach, and motivate others.
Sound knowledge of branch transactional tasks and operations.
Working knowledge of consumer and business financial products and services.
Proficiency with various types of technology and software.
Ability to meet the physical demands of the role, including occasionally lifting up to 50 pounds.

Nice To Haves

Associate’s or bachelor’s degree or General Banking Diploma.
Ability to obtain NMLS licensing.

Responsibilities

Collaborate as an active member of the branch team to achieve Bank objectives.
Process customer transactions efficiently, accurately, and in compliance with requirements.
Balance cash drawers and night deposits; replenish, service, and balance the ATM; and manage and balance vault transactions.
Provide guidance and oversight for daily work procedures, schedules, supplies, cash, and currency.
Follow Bank policies and procedures to protect customer and Bank assets, and stay current on banking regulation changes.
Maintain working knowledge of consumer deposit and loan products, business deposit products, and cash management services.
Provide customer service and respond to questions about deposit accounts, loan activity, fees, and related matters; research more complex issues as needed.
Engage and advise customers in person or virtually to attract, retain, and grow relationships.
Assist clients in selecting and opening deposit accounts and ancillary services that meet their needs.
Obtain the ability to process and close consumer loans upon completion of licensing and training.
Demonstrate and educate customers about Bank technology products and services.
Refer clients and prospects to appropriate partners for loan, cash management, merchant, or wealth management services.
Represent the Bank at community events and educate the public about financial literacy and Bank products and services.
As applicable, supervise Personal Bankers and provide onboarding, coaching, and development.
Assist with talent acquisition and performance evaluation processes as appropriate.
Perform ancillary tasks that support the essential functions of the role.