Personal Banker

Primepoint, LLC; Oceanport (NJ); On-site; USD 40,000 - 70,000; Full time

Job summary

An innovative financial institution is seeking a Personal Banker to enhance customer experiences in a new branch opening in Summer 2025. This role combines exceptional service with a needs-based selling approach, ensuring customers receive tailored banking solutions. The ideal candidate will possess strong sales skills, effective communication, and a commitment to customer satisfaction. Join a dynamic team dedicated to fostering growth and retention while enjoying a comprehensive benefits package and competitive salary. If you are passionate about helping others achieve their financial goals, this opportunity is perfect for you.

Benefits

Health Insurance

Dental Insurance

Life Insurance

401k Plan

Short and Long Term Disability

Qualifications

• Two or more years of related experience in Financial Services industry.
• Proven customer service and interpersonal skills.

Responsibilities

• Assist customers with teller transactions and provide exceptional service.
• Offer and sell bank products to consumer and small business customers.
• Work collaboratively with the branch team to achieve sales objectives.

Skills

Customer Service

Sales Skills

Effective Listening

Communication Skills

Interpersonal Skills

Education

High School Diploma/GED

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.

This is a new branch with a slated opening of Summer 2025.

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.