Digital Personal Banker

Park National Corporation; Mount Vernon (OH); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading financial institution is seeking a dedicated banking professional to engage with customers and provide tailored financial solutions. The role involves maintaining a customer relationship portfolio and delivering high-quality service while adhering to compliance standards. Candidates should have a strong customer service background and be adaptable to a dynamic banking environment.

Benefits

Flexible work arrangement

Qualifications

• 2-4 years retail banking experience required.

Responsibilities

• Engage with customers and establish rapport.
• Own a customer relationship portfolio.
• Perform a wide range of retail banking functions.

Skills

Interpersonal/Customer Service Skills

Written and Verbal Communication

Organizational Skills/Detail Oriented

Problem/Situation Analysis

Ability to build collaborative relationships

Education

High School diploma or equivalent

Job description

Description

The candidate selected for this position would be required to work from an office location within the Park footprint. Please speak to the hiring manager for location options.

RESPONSIBILITIES

• Engage with customers and establish rapport that encourages further engagement


• Own a customer relationship portfolio and serve as the single point of contact for the customer's banking needs


• Be responsive, providing timely replies to incoming inquiries, actively listening to understand the customer's needs, integrating supplemental resources as appropriate, and following up as necessary


• Be proactive, using contact management methodology to build relationships over time, identifying opportunities for expanding customer relationships, making next-best product recommendations, and solving issues or problems before they arise


• Understand each customer's financial goals, and provide consultative advice to help them achieve their goals; go beyond basic transactional interactions to derive holistic solutions tailored to each customer's unique situation


• Perform a wide range of retail banking functions, including payments, transfers, account maintenance, account opening, taking consumer loan applications and demonstrating CSR-level understanding of banking procedures, transaction risk, and decisioning


• Support and promote digital banking with knowledge of all online and app-based banking solutions, helping with online/mobile banking setup, login, and password resets while offering skillful advice in using digital solutions like Zelle, bill pay, mobile deposit, alerts, online transfers, payments, etc.


• Connect customers to experienced banking experts when appropriate to ensure that customers can accomplish all of their financial needs within the ParkDirect application


• Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks


• Deliver a consistent, high level of service within our Serving More standards


• Other duties as assigned

COMPETENCIES

• Interpersonal/Customer Service Skills


• Written and Verbal Communication


• Ability to understand and follow directions


• Adaptable to change


• Basic Computer Skills


• Organizational Skills/Detail Oriented


• Able to Multi-Task or Juggle Priorities


• Problem/Situation Analysis


• Technical Expertise


• Creativity


• Ability to influence others


• Ability to build collaborative relationships


• Ability to work as part of a team

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE

High School diploma or equivalent required

2-4 years retail banking experience required

OTHER INFORMATION

Must be able to work on a computer/view a screen for extended periods of time.

SCHEDULE

Standard hours will be Monday through Friday, 8a-5p. This position is hourly and full time. A minimum 37.5 hours is required to maintain eligibility for full-time status. Generally the position will require 40 hours per week. Evenings and weekends may be required as necessary. Opportunities may exist for alternative coverage options (e.g. 10 a.m. to 7 p.m.) at the discretion of the manager.

A flexible work arrangement is available for this position. The position will require some scheduled onsite hours.

The candidate selected for this position would be required to work from an office location within the Park footprint. Please speak to the hiring manager for location options.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.