Floating Sales and Service Representative

Meridian Bank; Doylestown (Bucks County); On-site; USD 42,000 - 54,000; Full time

Job summary

Meridian Bank is seeking a Retail Branch Associate to support branch operations with a sales focus on deposit growth in the Doylestown/Blue Bell area and manage an account portfolio while delivering excellent customer service.

The role involves participating in sales campaigns, outbound outreach, and assisting in daily branch activities, with a strong emphasis on compliance, product knowledge, and community involvement.

Qualifications

• Associate’s degree in Finance or related field; or equivalent work experience.
• 1–3 years related banking experience or equivalent education and experience.
• Ability to work in a team environment.
• Previous sales and customer service experience in a retail banking environment.
• High degree of attention to detail and ability to multitask.
• Ability to work all hours the branch is open.

Responsibilities

• Provides exceptional customer service by promptly resolving issues and answering questions.
• Participates in sales campaigns to achieve goals while maintaining quality.
• Engages in outbound calling to establish new business.
• Meets with and calls prospects/customers and understands their financial goals.
• Educates customers on benefits and value of solutions and cross-sell where appropriate.
• Maintains strong product knowledge and cross-selling aptitude.
• Assists in branch coverage at Meridian Bank locations as needed.
• Processes transactions accurately and in line with policies.
• Keeps up with compliance regulations and bank policies.
• Builds relationships with customers/prospects and coordinates with other departments.
• Participates in community events and sponsorships.
• Upholds Meridian Bank’s Core Values in daily work.
• Coordinates tasks to ensure smooth information flow across teams.
• Follows laws and internal policies to promote a safe, respectful workplace.
• Other duties as assigned.

Skills

Customer service

Sales

Teamwork

Attention to detail

Multitasking

Communication

Education

Associate’s degree in Finance or related field

Job description

Meridian Bank (subsidiary of Meridian Corporation, Nasdaq: MRBK) is an innovative team of experts serving the financial needs of entrepreneurs, businesses and individuals. Growing throughout Pennsylvania, New Jersey, Delaware, Maryland and Florida, Meridian offers opportunities for anyone wishing to start or continue a career working in a collegial atmosphere to bring unrivaled service to clients and customers.

Position summary:

Responsible for performing various duties to support the Retail Branch Department; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information. Assists in the day-day operations of the branch with a sales focus on deposit growth in local territory and develops /helps to manage an account portfolio while delivering excellent customer service. Branch locations: Doylestown and Blue Bell.

Qualifications required:

• Associate’s degree in Finance or related field; or equivalent work experience
• 1-3 years related banking experience or an equivalent combination of education and experience
• Ability to work in a team environment
• Previous sales and customer service experience in a retail banking environment
• High degree of attention to detail and ability to multitask
• Ability to work all hours the branch is open

Essential functions and responsibilities:

• Provides exceptional customer service by promptly resolves customer issues, responding to questions, and creatively solves problems
• Participates in sales campaigns with energy and focus to achieve goals while maintaining quality standards
• Engages in outbound calling efforts to establish new business
• Meets with and calls prospects/customers and develops an understanding of other financial goals and needs; assesses information and suggests appropriate product and service solutions; educates the prospect/customer on the benefits and value of suggested solutions resulting in closed sales
• Demonstrates strong product knowledge and cross-selling aptitude
• Ability to occasionally assist in branch coverage at any of our retail branch locations
• Processes customer transactions efficiently and accurately, while following policies and procedures. Transactions include but not limited to cashing checks, opening new accounts, accepting loan payments, verifying currency, completing withdrawals, resolving customer issues, and issuing of bank checks
• Has a working knowledge of all compliance regulations and bank policies and procedures
• Must be capable of developing relationships with customers/prospects and be creative in solving problems
• Participates in community events in conjunction with Bank sponsorships, marketing, and networking
• Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities
• Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
• Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
• Communicates with management and coworkers in order to integrate goals and activities
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
• Other duties as assigned

Success factors/job competencies:

• Organizational and time management skills
• Ability to work with little or no supervision
• Excellent interpersonal and communication skills
• Timely and regular attendance
• Completes work in a timely manner
• Actively seeks coaching

Physical demands, work environment, and location:

• Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
• Work environment: The noise level in this environment is minimal
• Location: Various Meridian Bank locations as assigned.

Equal Opportunity Statement

Meridian Bank supports a diverse workforce and is an Equal Opportunity Employer.