Virtual Relationship Banker

Peoples Security Bank & Trust Company • Bethlehem, PA

1d • Hybrid

About The Position

Relationship Bankers deliver an exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community; counsel clients, providing needs-based financial solutions; actively seek opportunities to expand relationships; and are capable of supporting clients in-person or virtually. They are responsible for working as an active member of the branch office sales/service team and provide support related to the day-to-day branch operational activities and financial services of the Bank.

Requirements

• A high school diploma or equivalent required. Associate’s degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building needed.
• Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, and social media); good interpersonal relationship skills; strong problem solving skills; be conversant in bank’s products and services; proficient in use of various types of technology and software. Bi-Lingual preferred but not required.
• A minimum of (2-3) years' experience in a related position normally required.

Nice To Haves

• Bi-Lingual

Responsibilities

• Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives.
• Well-practiced in policy and procedure in order to protect customer and Bank assets at all times. And keeps up-to-date on banking regulation changes to ensure compliance.
• Has high level understanding of Bank’s products and services, including its technology. Assists clients with deposit account and ancillary service selections in line with their needs, opening them in a timely manner.
• Engages and advises customers virtually in order to attract, retain, and grow relationships. Comfortable with proactively reaching out, via phone, chat or video to existing and/or prospective clients to build and establish relationships”
• Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc. Uses available resources to research more complicated matters with assistance, ensuring client concerns are addressed in a timely manner. Demonstrates and educates our customer base on our technology products and services.
• Promptly and effectively refers clients and prospects to the appropriate partner to meet their needs for deposits, loans, cash management, merchant, or wealth management services.
• Participates in the Saturday rotating schedule.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED