Personal Banker: Build Relationships & Cross-Sell

Provident Bank; Madison (NJ); On-site; USD 25,000 - 32,000; Full time

Benefits offered by this job

Paid time off

Health benefits

401(k) plan

Job summary

Provident Bank is seeking a Personal Banker to build relationships, assess financial needs, and deliver excellent customer service. The role blends transaction handling with sales duties, including opening accounts, cross-selling, and servicing clients.

You will support branch operations and be involved in end-of-day processes and referrals to other departments. The position emphasizes meeting sales targets for deposits, loans, and revenue, while maintaining accuracy and compliance.

Qualifications

• High school diploma or GED.
• 6 months of sales and service experience in a customer facing retail environment.
• Strong interpersonal and communication skills.
• Flexible schedule.
• Positive demeanor and relationship building.
• Strong math and analytical skills.
• Understand and adhere to safety and security practices.
• Mortgage loan originator registration with the NMLS prior to handling mortgage loan applications.

Responsibilities

• Meet sales referrals and cross-selling goals by knowing product features.
• Promote bank products and refer or resolve customer inquiries.
• Refer customers for commercial products or services to appropriate partners.
• Exceed customer expectations through engagement and service quality.
• Develop a book of business and grow relationships with customers.

Skills

Customer service

Sales skills

Communication skills

Interpersonal skills

Time management

Education

High school diploma or GED

Tools

MS Office

Job description

Provident Bank is seeking a Personal Banker to build relationships, assess financial needs, and deliver excellent customer service. The role blends transaction handling with sales duties, including opening accounts, cross-selling, and servicing clients.

You will support branch operations and be involved in end-of-day processes and referrals to other departments. The position emphasizes meeting sales targets for deposits, loans, and revenue, while maintaining accuracy and compliance.