Personal Banker: Forks Branch

Fidelity Bank; Easton (Northampton County); On-site; Full time

Job summary

An established industry player is seeking a motivated Personal Banker to join their dynamic team. In this role, you will engage with customers to provide exceptional service, assist with transactions, and recommend financial products tailored to their needs. This position offers the chance to work in a supportive environment that values customer relationships and professional growth. As a Personal Banker, you'll play a crucial role in ensuring customer satisfaction while achieving sales objectives. If you're passionate about helping others and thrive in a fast-paced setting, this opportunity is perfect for you!

Qualifications

• Strong interpersonal and communication skills are essential for engaging with customers.
• Knowledge of financial products and prior customer service experience preferred.

Responsibilities

• Provide engaging customer service and support for banking transactions.
• Foster relationships with customers to identify financial needs and cross-selling opportunities.
• Ensure compliance with policies and maintain accurate customer records.

Skills

Interpersonal Skills

Communication Skills

Customer Service Skills

Time Management

Sales Skills

Attention to Detail

Education

High School Diploma

Tools

CRM Systems

PC Skills

Job description

Job Details

Job Location: Easton, PA

Position Type: Full Time

Salary Range: $15.00 - $22.00

Description

Fidelity Bank is looking for a highly motivated and customer-oriented individual to join our team as a 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.

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:

• Strong interpersonal and communication skills with the ability to engage with customers and make recommendations based on their needs.
• Ability to balance multiple tasks and manage time effectively.
• Knowledge of financial products, services, and regulations (training provided).
• Prior experience in customer service or a sales environment preferred.
• Strong attention to detail and a commitment to delivering superior service.

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 position.