
Senior Personal Banker - 4527070
PEOPLES SECURITY BANK AND TRUST COMPANY
Exeter, PAJobSeen todaySeen in employer's feed today
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Job overview
The Senior Personal Banker serves customers and prospects by identifying financial needs and providing needs-based solutions. The role supports branch sales, service, and daily operations, handles customer transactions, and helps clients select deposit accounts and related services. The banker also builds customer relationships, explains banking technology, refers clients to appropriate partners, and may provide leadership to direct reports.
Skills & qualifications
Skills
Qualifications
Full job description
Description: General Responsibilities 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. Essential Duties Performs various duties relating to the Branch as follows: Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives. 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. Effectively provides guidance and oversight to daily work procedures, schedules, supplies, cash and currency. 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. 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. Uses available resources to research 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. Has ability to obtain NMLS. Upon completion of licensing and training, can process and close consumer loans. 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 loans, cash management, merchant, or wealth management services. Able to act 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 View the full job description on the employer's website. Equal employment opportunity, including veterans and individuals with disabilities. PI287244361 / 13-2072.00 Loan Officers
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