Personal Banker

First Bank; Doylestown (Bucks County); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

Disability insurance

401k Plan

Job summary

First Bank in Bucks County is seeking a Personal Banker to provide an exceptional in-branch experience, handling teller transactions, sales and service, and referrals to other lines of business to meet customer needs.

You will work with the branch team to achieve strategic goals, using a needs-based selling approach and solid knowledge of retail products and services to drive growth and deepen customer relationships.

Qualifications

• High school diploma/GED.
• Two or more years of related experience in Financial Services industry.
• Thorough knowledge of retail products and services.
• Proven customer service and interpersonal skills.
• Effective selling and referral skills.
• Strong verbal and written communication skills.
• Ability to work a schedule that includes Saturdays.

Responsibilities

• Personal Bankers are responsible for offering and selling bank products and services to both consumer and small business customers.
• Operates a teller window regularly to meet the needs of the branch clientele.
• Provides exceptional customer service while listening for sales opportunities, explains and promotes bank products and/or services to customers and actively participates in referral opportunities.
• Effectively use sales skills such as: effective listening, identifying needs, expanding and deepening customer relationships, responding to verbal and non-verbal clues, presenting solutions through product benefits, establishing a clear difference, overcoming objections, asking for the business.
• Follow up with prospects and current customers to promote new products and services and/or thanking customers for existing banking relationship.
• Actively engage with valued customer relationships to promote growth and retention.
• Maintains confidentiality in handling customer and bank information.
• Follows security policies and procedures to prevent bank and customer losses.
• Resolves customer complaints and escalates appropriately.
• Maintains a detailed level of knowledge on retail products and services.
• Works collaboratively with the branch team to achieve customer sales and service objectives.

Job description

Our goal is to hire and retain talented people with engaging personalities and exceptional work ethics. We believe in recognizing and rewarding employees who consistently perform at a high level.

We offer competitive salaries based upon experience and a comprehensive benefits package upon satisfying eligibility conditions, including health and dental insurance, life insurance, short term and long term disability, and the Bank's 401k Plan.

Position Summary:

The Personal Banker will be responsible for assisting customers in a dual role function. The role is responsible for providing an exceptional in-branch customer experience by handling every customer need including teller transactions, sales and service. Utilizing a needs-based selling approach, the Personal Banker will provide solutions based on customer needs and how they like to conduct their banking. In addition this position will be responsible for referrals to the other lines of business to meet the customer’s financial needs. The Personal Banker will work with the branch team and partners to attain the branch strategic goals.

Duties & Responsibilities:

1. Personal Bankers are responsible for offering and selling bank products and services to both consumer and small business customers. Including, but not limited to: Checking and Savings Accounts, Certificates of Deposit, Individual Retirement Accounts (IRAs). Deposit only business relationship customers with non-lending needs.
2. Operates a teller window regularly to meet the needs of the branch clientele.
3. Provides exceptional customer service while listening for sales opportunities, explains and promotes bank products and/or services to customers and actively participates in referral opportunities.
4. Effectively use sales skills such as: effective listening, identifying needs, expanding and deepening customer relationships, responding to verbal and non-verbal clues, presenting solutions through product benefits, establishing a clear difference, overcoming objections, asking for the business.
5. Follow up with prospects and current customers to promote new products and services and/or thanking customers for existing banking relationship.
6. Actively engage with valued customer relationships to promote growth and retention.
7. Maintains confidentiality in handling customer and bank information.
8. Follows security policies and procedures to prevent bank and customer losses.
9. Resolves customer complaints and escalates appropriately.
10. Maintains a detailed level of knowledge on retail products and services.
11. Works collaboratively with the branch team to achieve customer sales and service objectives.

Qualifications

• High school diploma/GED
• Two or more years of related experience in Financial Services industry
• Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
• Thorough knowledge of all retail products and services
• Proven customer service and interpersonal skills
• Effective selling and referral skills
• Strong verbal and written communication skills
• Ability to work a schedule that includes Saturdays

First Bank is an EEO/AA Employer, M/F-Disabled-Veteran and LGBTQ+ can apply to our company for employment opportunities.