Personal Banker: Client Relationships & Sales Growth

Provident Bank

Totowa (NJ)

On-site

USD 44,000 - 48,000

Full time

13 days ago

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Job summary

Provident Bank in Totowa, NJ is seeking a Personal Banker to establish relationships with customers, identify financial needs, and provide a positive customer experience during every branch interaction.

The role combines transaction handling with sales responsibilities, including account openings, cross-selling, and referrals to other departments. A flexible schedule and potential licensing opportunities are available.

Qualifications

  • High school diploma or GED.
  • Minimum 6 months of sales and service experience in a customer-facing retail environment.
  • Strong interpersonal, listening, and verbal/written communication skills.
  • Flexible schedule based on business needs.
  • Positive and professional demeanor with customers and co-workers.
  • Strong math and analytical skills.
  • Understand and adhere to safety and security practices.
  • Demonstrate and apply good relationship-building skills.
  • Proficient at establishing strong connections with customers through consultative conversations.
  • Strong organizational and time management skills.
  • Strong PC skills; able to learn Microsoft Office.
  • Must register as a mortgage loan originator with the NMLS before handling mortgage loan applications.
  • Prior Retail banking experience.
  • Life and Health Licenses to support investment program.

Responsibilities

  • Meet sales referrals and cross-selling goals by knowing the features and benefits of all products and services to satisfy the needs of the customers.
  • Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services.
  • Actively refers customers for commercial products or services to branch manager, market manager, or appropriate business partner.
  • Exceed customer expectations through active engagement, commitment and dedication to servicing and building customer relationships.
  • Advance the Bank's Corporate Sales Program through the consultative need’s assessments of customers, developing new relationships, expanding existing ones and is responsible for managing and growing a book-of-business.

Skills

Sales experience
Customer service
Interpersonal skills
Cross-selling
Cash handling
Microsoft Office
Time management
Relationship building
Learning ability

Education

High school diploma or GED

Tools

CRM software

Job description

Provident Bank in Totowa, NJ is seeking a Personal Banker to establish relationships with customers, identify financial needs, and provide a positive customer experience during every branch interaction.

The role combines transaction handling with sales responsibilities, including account openings, cross-selling, and referrals to other departments. A flexible schedule and potential licensing opportunities are available.

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