Client-Focused Personal Banker | Grow Relationships & Serve Clients

Provident Bank; Somerville (NJ); Vor Ort; USD 25.000 - 32.000; Vollzeit

Benefits dieser Stelle

Health and Wellness benefits

Paid time off

401(k) retirement plan

Tuition disbursement and loan-repay

Disability insurance

Employee assistance program

Volunteer opportunities

Zusammenfassung

Provident Bank is seeking a Personal Banker to build relationships with customers, understand their financial needs, and deliver a positive experience during every branch visit. You will handle transactions, cross-sell products, and develop a book of business while meeting sales and service goals.

Responsibilities include deposits, withdrawals, check cashing, loan payments, and recommending solutions through consultative discussions. A focus on compliance and exceptional service is essential.

Qualifikationen

• High school diploma or GED required.
• 6+ months of sales and service experience in a customer-facing retail environment.
• Strong interpersonal, written and verbal communication skills.
• Ability to work a flexible schedule based on the needs of the business.
• Demonstrates a positive and professional demeanor with customers and co-workers.
• Strong math and analytical skills.
• Ability to learn computer programs, including Microsoft Office.
• Must register as a mortgage loan originator with the NMLS prior to handling mortgage applications.

Aufgaben

• Meet sales referrals and cross-selling goals by knowing the features and benefits of all products and services to satisfy the needs of the customers.
• Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services.
• Actively refers customers for commercial products or services to branch manager, market manager, or appropriate business partner.
• Exceed customer expectations through active engagement, commitment and dedication to servicing and building customer relationships.
• Advance the Bank's Corporate Sales Program through the consultative need’s assessments of customers, developing new relationships, expanding existing ones and is responsible for managing and growing a book-of-business.
• Identify opportunities with customers and prospective customers through lobby management.
• Assist customers and prospective customers with digital technologies and provide referrals to other lines of business.
• Helps maintain cost efficiency to achieve goals of the branch; assures quality of customer service and adherence to sales and brand standards.
• Responsible for sales and service
• Execute expectations for a positive customer service experience.
• Ensures operational and financial safety and soundness in accordance with Bank’s policies, compliance, and applicable laws and regulations.
• Leverages lobby management as a tool for controlling and mitigating risk.
• Establishes customer identity according to guidelines and adheres to all other compliance procedures.
• Assists branch management with branch operations as needed.
• Performs transactions including but not limited to check cashing, withdrawals, deposits and loan payments.
• Prepares and/or completes Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions.
• Assists in training other branch employees.
• Provides support to the contact center when there are high call volumes.
• Handles customer inquiries by telephone.
• Provides access to safe deposit boxes.

Kenntnisse

Sales experience

Customer service

Interpersonal skills

Time management

Analytical skills

Microsoft Office

Ausbildung

High school diploma or GED

Tools

Microsoft Office

Jobbeschreibung

Provident Bank is seeking a Personal Banker to build relationships with customers, understand their financial needs, and deliver a positive experience during every branch visit. You will handle transactions, cross-sell products, and develop a book of business while meeting sales and service goals.

Responsibilities include deposits, withdrawals, check cashing, loan payments, and recommending solutions through consultative discussions. A focus on compliance and exceptional service is essential.