Mobile Personal Banker

Shore United Bank; Town of Easton (WI); On-site; USD 34,000 - 39,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k savings plan

Employee Stock Purchase Plan

Education Assistance

Paid time off

Paid parental leave

Career development program

Wellness initiatives

Job summary

Shore United Bank is seeking a Mobile Personal Banker to assist clients with managing accounts and finances. The role emphasizes building long-term client relationships, tailoring banking solutions, and cross-selling products across local branches.

The position is full-time, non-exempt, with a rotating schedule across Mid-Shore region branches. Travel between Easton, Cambridge, St. Michaels, and surrounding communities is required, with mileage reimbursement provided.

Qualifications

• High school diploma or GED is required.
• 3 years banking experience with understanding of consumer lending.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Aid customers in opening, managing, and optimizing their bank accounts and other products.
• Ensure and maintain front-line coverage to greet and assist walk-in customers and answer phones.
• Work with bank partners for client referrals to Merchant, Wye Financial, and Branch Lenders.
• Provide loan processing for customers based on loan authority; take applications and handle inquiries on loans, rates, and payments.
• Assist on Teller line as needed.
• Represent the Bank to maintain positive relations with customers and coworkers.
• Maintain strict confidentiality of information.

Skills

Customer service

Relationship building

Banking knowledge

Cross-selling

Loan knowledge

Education

High school diploma/GED

Job description

Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you.In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.

Mobile Personal Banker is a full-time position. A Mobile Personal Banker is responsible for assisting clients in managing their bank accounts and finances. They understand the banking industry and have detailed knowledge of different investment and savings products available to clients. The Mobile Personal Banker's responsibilities include working closely with clients to determine their banking needs and to provide individualized service by providing tailored banking solutions. The Mobile Personal Banker must successfully build and maintain long-term relationships with clients and be able to resolve issues regarding client accounts, effectively and efficiently, to ensure maximum client satisfaction.

Location:

Your work location will vary based on needs in the local region. This provides the opportunity to support multiple communities while serving as the go-to support for clients. This is a floating position that will work a rotational schedule between branches in the Mid-Shore region based on branch needs. Those branches are in Easton, Cambridge, St. Michaels, Denton, Ridgely, Chester, Chestertown, Stevensville, and Centreville. Mileage reimbursement is provided less your normal commute from your home to the Dover Street Branch in Easton.

What You'll Do:

A detailed list of job duties includes (but is not limited to):

• Aid customers in opening, managing, and optimizing their bank accounts and other products.
• Ensure and maintain excellence in front-line coverage to greet and assist walk-in customers and cover the phones.
• Work closely with bank partners for client referrals to Merchant, Wye Financial, Commercial Relationship Managers, and Branch Lenders.
• Provide loan processing for customers based on loan authority established by Loan Policy; take applications and handle routine inquiries concerning loans, rates, and payment schedules.
• Work on Teller line as needed.
• Represent the Bank in a manner that maintains and expands positive relations with all customers, potential customers, and co-workers.
• Maintains the highest level of confidentiality with all information obtained
• Train employees on beneficial customer conversations to help the employee meet the customer’s financial needs, i.e. referral training, cross-selling, needs conversations, etc.
• Perform customer requests including but not limited to check orders, issuing debit cards, address changes, changing of business signers, fraud disputes, and safe deposit box entry.
• Open new consumer and business accounts including CDs, IRAs, and safe deposit boxes.
• Provide superior customer service through conversation to identify additional client needs, in-person and over the phone.
• Help conduct and attend Branch Team Meetings.
• Maintains the highest level of confidentiality with all information obtained.
• 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, SAFE Act, etc.; ensures that the office and all personnel adhere to the same.
• Participates in required training sessions, including training for compliance with BSA/AML policies and procedures.

Position Type/Expected Hours of Work:

• Full-time.
• Non-exempt.
• Days of Work: Monday-Saturday (Rotating Saturdays, closed Sundays).

Required Education and Experience:

• High school diploma/GED equivalent.
• 3 years' experience in banking with an understanding of consumer lending

Work Environment:

This job operates in a branch office setting and routinely uses standard office equipment such as computers, phones, and multifunction printer/scanner/copier devices. In addition to standard office equipment, this role also uses cash and coin counters and, in some cases, a teller cash recycler. The position requires the ability to stand, walk, and move throughout the office or branch environment for extended periods; perform routine office tasks; communicate effectively; interact with customers and team members; and manage multiple tasks in a fast-paced environment. Frequent use of standard office equipment and extended periods of viewing computer screens and reviewing detailed information are required. The role also requires manual dexterity, the ability to lift files, open filing cabinets, bend, stoop, and lift or carry materials, including up to 50 pounds of bulk coin/currency. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

Compensation:

• The pay range for this position is $24.50 to $28.50 hourly.
• Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

Company Benefits:

• Join a family- and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
• Comprehensive benefits package for full-time, permanent employees including health, dental, vision, company-paid life insurance, mental health well-being, company paid short-term and long-term disability, and much more!
• Paid parental leave
• 401k savings plan with up to a 4% company match
• Employee Stock Purchase Plan
• Education Assistance
• Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
• Opportunity for growth and advancement
• Paid training program and continuous training sessions throughout the year on various topics
• Generous paid time off and paid sick time
• Community involvement opportunities

Employment offers are contingent upon the successful completion of a pre-employment screening, which includes a background check, credit check, verification of employment history, and any other screenings required for the position.

Shore United Bank is an affirmative action/equal opportunity employer. Shore United Bank is an E-Verify participant.