Personal Banker (Float): Main Branch

Bankatfidelity; Dunmore (Lackawanna County); On-site; USD 60,000 - 80,000; Full time

Job summary

An established community bank is seeking a Floating Personal Banker to enhance customer experiences and support financial goals. In this dynamic role, you'll engage with customers, provide tailored banking solutions, and ensure smooth branch operations. With a focus on relationship-building and consultative sales, you'll help clients navigate their banking needs while contributing to a supportive team environment. This position offers the opportunity to grow your skills through training and mentorship, making it an ideal fit for those passionate about customer service in the banking sector.

Qualifications

• High school diploma or equivalent experience required.
• Minimum one year experience in customer service.

Responsibilities

• Provide engaging customer experiences and assist with financial needs.
• Perform branch transactions and maintain accurate records.
• Collaborate with staff to ensure compliance and smooth operations.

Skills

Customer Service Skills

Interpersonal Relations

Needs-Based Selling

Mathematics Skills

Proficient PC Skills

Typing Skills

Education

High School Diploma

Tools

CRM Systems

Job description

Job Details

Job Location: Dunmore, PA

Position Type: Full Time

Education Level: High School

Salary Range: $15.00 - $18.00 Hourly

Travel Percentage: None

Job Shift: Day

Job Category: Banking

Description

We are looking for a highly motivated and customer-oriented individual to join our team as a Floating Personal Banker. In this role, you will perform a variety of duties that support the customer sales and service functions of our branch. Fidelity Bank is a relationship-driven community bank seeking Personal Bankers located in the Scranton area and Lackawanna County. You will be responsible for assisting customers with their transactions, coordinating work within the branch, and ensuring efficient communication across departments. As a Floating Personal Banker, you will aid in this support further by floating to other branches within Lackawanna County.

This is a dynamic role that requires flexibility based on the branch's customer volume and service needs. Come work for one of the top community banks in the country! Our Fidelity Bankers work to provide clients with the very best experience, whether completing a simple transaction, or having a more in-depth consultative discussion. Personal Bankers assist clients with a variety of banking needs like opening new accounts, educating them on products and services, and demonstrating the ease-of-use of mobile and digital banking tools, while working to achieve established customer service and sales objectives. Our most successful bankers truly care about people, are technically adept, and like to be an active part of a team. The Bank provides all the training and mentorship you need to support your success as a Fidelity Banker.

Key Responsibilities:

1. Customer Sales and Service Support:
   • Provide an engaging experience for all customers (internal and external) through a committed execution of the Fidelity Model Experience and by embodying the organization’s core values.
   • Engage with customers to identify their financial needs and make appropriate product recommendations.
   • Assist customers in achieving their financial goals through consultative conversations.
   • Foster relationships with existing customers to identify cross-selling opportunities and support customer retention and growth.
   • Provide direct service on deposit products and services, including completing necessary documentation and performing point-of-sale processing.
   • Solicit new business from prospective customers and nurture ongoing relationships with current customers to ensure continued growth.
2. Branch and Transactional Support:
   • Perform various branch transactions including accepting deposits, cashing checks, processing payments, and other general banking activities in compliance with policy.
   • Maintain daily settlement, prepare branch reports, balance cash drawers, and ensure compliance with branch operations and policies.
   • Coordinate with other branch staff to ensure smooth operations and a welcoming branch environment.
   • Maintain accurate customer records in CRM systems for reporting purposes.
3. Collaboration and Compliance:
   • Work closely with branch personnel and service partners to ensure efficient communication and task completion.
   • Adhere to all internal policies, procedures, and regulatory requirements to promote a compliant, safe, and respectful work environment.
   • Participate in training sessions and career development opportunities to enhance knowledge and professional growth.
4. Customer Assistance and Reporting:
   • Address specific customer inquiries or service-related issues, ensuring timely and accurate responses.
   • Report relevant information to your supervisor as needed and assist with compiling data for monthly and year-to-date performance reports.

Qualifications

Education/Training: A high school diploma or equivalent experience.

Skill(s): Proficient reading, writing, grammar, and mathematics skills; moderate typing skills; proficient PC skills; proficient interpersonal relations and communicative skills; proficient customer service skills; moderate needs-based selling skills; moderate knowledge of bank deposit and loan products and services, along with the operating policies and procedures that impact these products; ability to lift items weighing 50 lbs. or less; visual and auditory skills; valid driver’s license is required for floating Universal Banker position.

Experience: A minimum of one (1) year experience in related Customer Service.