Relationship Banker- Lehigh Valley

Penn Community Bank; Town of Bethlehem (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

Penn Community Bank located in Town of Bethlehem, New York, seeks a dedicated team member to manage transactions while providing exceptional customer service. You will be responsible for cross-selling banking products based on customer needs and maintaining strong relationships.

The ideal candidate has a degree and previous experience in banking. Proficiency in Microsoft products and effective communication skills are essential. Join a respected team helping customers manage their finances.

Qualifications

• Customer service and sales skills are essential.
• Deposit and loan product familiarity is necessary.
• Ability to efficiently handle multiple responsibilities.

Responsibilities

• Perform transactions accurately and efficiently.
• Deliver banking products based on customer needs.
• Maintain confidentiality per bank policies.

Skills

Customer service skills

Sales skills

Deposit and loan product knowledge

Interpersonal skills

Microsoft product proficiency

Education

Associate’s or Bachelor’s degree

Previous banking experience

Job description

Job description:

Responsibilities

• Attain complete knowledge of products and services, recognize referral opportunities and successfully partner with appropriate business lines including mortgage, wealth, cash management, commercial lending, and residential lending.
• Perform all teller and platform transactions promptly, efficiently, and accurately.
• Deliver and cross‑sell banking products in conjunction with customers’ needs through platform interactions and teller line transitions.
• Assist in the attainment of branch‑specific goals in conjunction with bank initiatives and the strategic plan.
• Provide best‑in‑class customer service to customers regarding daily transactions, addressing inquiries, problem resolution, and customer follow‑up in accordance with all bank policies and expectations.
• Perform outbound sales activities including prospecting and outbound calling to prospective and existing customers, in person, virtually, and via phone.
• Maintain a position of trust and responsibility by keeping all customers’ business confidential in accordance with bank policy.
• Operate technology as required and consistently utilize the customer management system to document customer and prospect interactions, send referrals, and update campaigns.

Education and Experience

• Associate’s or Bachelor’s degree preferred.
• Previous banking or relevant work experience preferred.

Skills and Competencies

• Customer service and sales skills.
• Deposit and loan product knowledge.
• Ability to handle multiple responsibilities simultaneously.
• Balanced decision making keeping both customer and company in mind.
• Strong interpersonal and relationship‑building skills.
• Effective selling, cross‑selling, and referral skills.
• Microsoft product proficiency and the ability to use core banking systems.

Penn Community Bank is an equal opportunity employer.