Senior Personal Banker

Provident Bank; Doylestown (Bucks County); On-site; USD 42,000 - 68,000; Full time

Job summary

Provident Bank in Doylestown, PA is seeking a Senior Personal Banker to deliver high-quality financial services and personalized customer support in a full-time, on-site role.

You will open and maintain personal accounts, manage deposits, advise clients on suitable banking products, and ensure accurate, compliant processing of transactions. You’ll identify cross-selling opportunities and support branch sales goals.

Qualifications

• Strong skills in Personal Banking and Opening New Accounts.
• Solid understanding of Deposits and Finance, including account structures and lending concepts.
• Proven Customer Service skills with ability to build relationships, handle inquiries, and resolve issues.
• Previous experience in retail banking or financial services, senior/lead banker preferred.

Responsibilities

• Open and maintain personal accounts and manage deposit transactions.
• Counsel clients on banking products to meet financial needs.
• Handle daily customer inquiries and resolve account issues.
• Identify cross-selling opportunities and support branch sales goals.

Skills

Personal Banking

Opening New Accounts

Customer Service

CRM tools

Communication

Problem solving

Attention to detail

Banking technology

Education

High school diploma or equivalent

Associate or Bachelor's in Business/Finance (beneficial)

Tools

CRM tools

Office software

Job description

Company Description

Provident Bank, established in 1839, is a stable, service-focused financial institution with a long-standing history in the communities it serves. As the bank has grown, its capabilities have come to rival those of larger regional and national banks while maintaining a strong commitment to personal, relationship-based service. Provident Bank offers a broad range of products and services to individual and commercial customers, from personal checking to commercial loans, all supported by dedicated bankers. A wholly owned subsidiary of Provident Financial Services, Inc. (NYSE: PFS), the bank operates more than 80 branches across New Jersey and Pennsylvania, complemented by robust telephone and online banking channels. Provident Bank is a Member FDIC, underscoring its commitment to regulatory compliance and customer protection.

Role Description

The Senior Personal Banker is a full-time, on-site role based in Doylestown, PA, focused on delivering high-quality financial services and personalized support to customers. This role includes opening and maintaining personal accounts, managing deposit transactions, and counseling clients on appropriate banking products and services to meet their financial needs. The Senior Personal Banker will handle daily customer inquiries, resolve account issues, and ensure accurate, compliant processing of transactions and documentation. Responsibilities also include identifying cross-selling opportunities, supporting branch sales goals, and collaborating with colleagues to enhance the overall customer experience. The position requires consistent in-person interaction, adherence to bank policies, and proactive participation in branch operations and performance initiatives.

Qualifications

• Strong skills in Personal Banking and Opening New Accounts, with experience advising customers on suitable products and services.
• Solid understanding of Deposits and Finance, including account structures, basic lending concepts, and regulatory requirements.
• Proven Customer Service skills, with the ability to build relationships, handle inquiries, and resolve issues professionally and efficiently.
• Previous experience in a retail banking or financial services environment, preferably in a senior or lead banker capacity.
• Ability to work on-site, manage multiple priorities, and maintain accuracy in a fast-paced branch setting.
• Strong communication, interpersonal, and problem-solving skills, with attention to detail and sound judgment.
• Comfort with banking technology, customer relationship management (CRM) tools, and standard office software.
• High school diploma or equivalent required; associate or bachelor’s degree in Business, Finance, or a related field is beneficial.