Floating Sales and Service Representative

Meridian Bank; Philadelphia (Philadelphia County); On-site; USD 38,000 - 52,000; Full time

Job summary

Meridian Bank is seeking a Floating Sales and Service Representative to support Philadelphia and Media branches. You will assist in day-to-day branch operations with a sales focus on deposit growth, open new accounts, process transactions, and deliver outstanding customer service.

The role requires 1–3 years banking experience, strong computer skills, attention to detail, and the ability to work all branch hours.

Qualifications

• Associate’s degree in Finance or related field or equivalent work experience.
• 1–3 years related banking experience or equivalent combination of education and experience.
• Ability to work in a team environment.
• Previous sales and customer service experience in a retail banking environment.
• Strong computer skills (MS Office, etc.).
• High degree of attention to detail and ability to multitask.
• Prior cash handling experience.
• Ability to work all hours the branch is open.

Responsibilities

• Provide coverage to retail branch locations as needed.
• Assist with day-to-day branch operations and maintain service quality.
• Promote deposits growth and cross-sell bank products.
• Respond promptly to customer inquiries and resolve issues.
• Engage in outbound calling to establish new business and customers.
• Meet with prospects and assess financial needs to suggest suitable solutions.
• Process customer transactions accurately and in line with policies.

Skills

Teamwork

Customer service

Sales

Attention to detail

Cash handling

Multitasking

Communication

Education

Associate’s degree in Finance or related field

Tools

MS Office

Job description

Floating Sales and Service Representative

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. This position will support our Philadelphia and Media Branch locations as needed.

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
• Strong computer skills (MS Office, etc.)
• High degree of attention to detail and ability to multitask
• Prior cash handling experience
• Ability to work all hours the branch is open

Essential functions and responsibilities

• Valid Drivers License
• Responsible for providing coverage to any of the retail branch locations when needed
• Ability to adapt to each branch locations policies, procedures and day to day needs
• 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
• 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