Personal Banker: Grow Relationships & Cross-Sell

Provident Bank; Newtown (PA); On-site; USD 25,000 - 32,000; Full time

Benefits offered by this job

Health and Wellness benefits

401(k) Retirement Plan

Paid Time Off

Tuition Disbursement

Disability Insurance

Job summary

Provident Bank is seeking a Personal Banker in Newtown, PA to build customer relationships, process routine transactions, and cross-sell banking products. You will handle deposits, loans, and referrals while delivering a high-quality customer experience.

The role blends sales and service, requiring teamwork, flexibility, and strong math and computer skills. Training and licensing in mortgage products may be offered where applicable.

Qualifications

• High school diploma or GED.
• Minimum of 6 months of sales and service experience in a customer facing retail environment.
• Strong interpersonal skills, including listening, written and verbal communication.
• Ability to work a flexible schedule based upon the needs of the business.
• Demonstrates positive and professional demeanor with all customers and co-workers.
• Strong math and analytical skills.
• Proficient at establishing strong connections with customers and prospective customers through consultative conversations affording presentations of sales opportunities.
• Strong organizational and time management skills.
• Strong PC skills. Ability to quickly learn various computer programs, including Microsoft Office.
• Required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence.

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.
• Identify opportunities with customers and prospective customers through lobby management.
• Assist customers and prospective customers with digital technologies and provide referrals to other lines of business.
• Helps maintain cost efficiency to achieve goals of the branch; assures quality of customer service and adherence to sales and brand standards.
• Responsible for sales and service
• Execute expectations for a positive customer service experience.
• Ensures operational and financial safety and soundness in accordance with Bank’s policies, compliance, and applicable laws and regulations
• Leverages lobby management as a tool for controlling and mitigating risk
• Establishes customer identity according to guidelines and adheres to all other compliance procedures
• Assists branch management with branch operations as needed
• Performs transactions including but not limited to check cashing, withdrawals, deposits and loan payments
• Prepares and/or completes Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions
• Assists in training other branch employees
• Provides support to the contact center when there are high call volumes
• Handles customer inquiries by telephone
• Provides access to safe deposit boxes

Skills

Strong interpersonal skills

Written and verbal communication

Math and analytical skills

Time management

Microsoft Office

NMLS mortgage licensing

Education

High school diploma or GED

Tools

NMLS

Job description

Provident Bank is seeking a Personal Banker in Newtown, PA to build customer relationships, process routine transactions, and cross-sell banking products. You will handle deposits, loans, and referrals while delivering a high-quality customer experience.

The role blends sales and service, requiring teamwork, flexibility, and strong math and computer skills. Training and licensing in mortgage products may be offered where applicable.