Relationship Banker- Highland Park

Penn Community Bank; Wisconsin; On-site; USD 40,000 - 60,000; Full time

Job summary

Penn Community Bank in Wisconsin is seeking candidates with strong customer service and sales skills for various banking roles. Responsibilities include providing excellent service, performing teller transactions accurately, and cross-selling banking products to meet customer needs.

The ideal candidate will have an Associate’s or Bachelor’s degree and relevant banking experience. This is a great opportunity to grow within the bank while actively participating in community activities.

Qualifications

• Previous banking or relevant work experience preferred.
• Ability to handle multiple responsibilities simultaneously.
• Participation in community activities as necessary.

Responsibilities

• Attain complete knowledge of products and services.
• Perform all teller and platform transactions accurately.
• Deliver and cross-sell banking products to customers’ needs.
• Provide best in class customer service regarding daily transactions.
• Perform outbound sales activities to prospective and existing customers.

Skills

Strong customer service and sales skills

Deposit and loan product knowledge

Strong interpersonal and relationship building skills

Effective selling, cross-selling and referral skills

Microsoft product proficiency

Education

Associate’s or Bachelor’s degree preferred

Tools

Core banking systems

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 persona, virtual 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.
• Consistent utilization of the customer management system to document customer and prospect interactions, send referrals and update campaigns.

Qualifications

• Associate’s or Bachelor’s degree preferred.
• Previous banking or relevant work experience preferred.
• Strong 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.
• Participation in community activities as necessary.

Education and Experience

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

Penn community Bank is an equal opportunity employer.