Personal Banker - Part-Time

Mauch Chunk Trust Company; Tamaqua (Schuylkill County); On-site; USD 18,000 - 28,000; Part time

Job summary

Mauch Chunk Trust Company is seeking a part-time Personal Banker for the Hometown branch in Tamaqua, PA. This on-site role involves promoting financial products, handling teller duties, and supporting branch sales objectives.

The position emphasizes cross-selling, client service, and collaboration with Wealth Management to serve customers effectively. Prior banking experience and knowledge of wealth management are preferred.

Qualifications

• Promotes branch sales and cross-sales of financial products and services.
• Handles documentation and POS processing for new accounts and loans; supports sales growth.
• Maintains knowledge of Bank products to meet customer needs and cross-sell created services.

Responsibilities

• Actively assists in performing the branch office sales function.
• Completes documentation and POS processing on all types of new accounts and loan applications/closings.
• Assists in obtaining sales and growth objectives for the branch.
• Solicits new business from existing and prospective customers; maintains relationships to maximize cross-selling.
• Refer prospective customers to Wealth Management.

Skills

Sales & cross-selling

Customer service

Wealth management knowledge

Communication skills

Problem solving

Teller operations

Education

High school diploma or equivalent

Tools

Banking software

Job description

Part-Time On-Site position at the Hometown branch located at: 1331 Clamtown Rd Tamaqua Pa 18252 (25 hours/week)

No re-location assistance is offered.

General Duties And Responsibilities

The Personal Banker is responsible for promoting business for the Bank and maintaining good customer relations by performing as an active member of the branch office sales/service team: conducts sales and cross-sales of all financial products and services to prospective and existing customers; completes documentation and performs point-of-sale processing of all types of new accounts and loan applications; identifies and refers prospective customers to the Wealth Management area of the Bank: provides direct teller service to Bank customers; responds to inquires and request from customers; provides leadership and support to less experienced staff members.

Essential Job Functions

• Actively assists in performing the branch office sales function:
• Completes the documentation and performs point-of-sale processing on all types of new accounts, services and loan applications/closings.
• Assists in obtaining sales and growth objectives for the branch.
• Solicits new business from existing and prospective customers; maintains ongoing business relationship with present customers in order to maximize cross-selling opportunities.
• Actively makes referrals to the Wealth Management area of the bank.
• Provides sales information on a timely basis for sales performance reports via bank software programs.
• Monitors individual sales performance versus objectives monthly; frequently reviews current job performance with supervisor.
• Demonstrates sufficient sales skills to meet assigned goals by following the MCT Sales Process and Customer Contact Program.
• Maintains a thorough knowledge of the features and benefits of all of the Bank's products and services in order to determine how best to meet the customer's needs in order to cross sell bank products and services.
• Maintains a working knowledge of general financial issues customers face related to asset management, credit management, education, family support and retirement in order to assist customers in obtaining specialized services from other divisions as necessary.
• Provides direct service to customers with respect to deposit products and services; provides help to customers with specific inquiries or service problems.
• Performs various teller duties relating to paying, receiving, and balancing functions. Position may require staff to "float" to other Bank locations as needed.
• Provide leadership and support to less experienced staff members.
• Personally prepares various forms and reports and provides information as requested by management.
• Complies with all corporate policies, procedures and federal regulations.
• Offers suggestions and participates with branch event marketing activities.
• Performs any other related duties as assigned or as necessary.

Education, Training And Experience

• Education - high school diploma or equivalent
• One to three years personal banker experience
• Proven track record in selling bank products
• Working knowledge in wealth management
• Problem solving and decision making skills
• Intermediate keyboarding skills
• Moderately complex math skills
• Ability to create written materials
• Ability to communicate effectively with co-workers and customers

Physical/Mental Requirements

Job functions are performed in an office environment. Incumbent operates various types of office equipment, secures supplies and files, communicates with customers and/or other employees and is frequently required to move about the branch and/or office location. Physical demands involve any or all of the following: digital dexterity and eye/hand coordination in the operation of office equipment; light to moderate lifting and carrying of supplies, files, etc.; the ability to speak to and to hear customers and/or other employees on the telephone and in person; body and motor skills sufficient to enable the incumbent to move from one office location to another; must be capable of learning to use complex data processing equipment and performing moderate to complex mathematical calculations; must be able to work extended hours as needed.

Employment at Mauch Chunk Trust is contingent upon the successful completion of a federal and state criminal background check and a credit check. These checks will be conducted prior to the start of employment to ensure compliance with regulatory and company standards. Any offer of employment is conditional upon passing these background screenings. Failure to meet the required criteria may result in the withdrawal of the employment offer.