Senior Personal Banker: Relationship-Driven Banking Expert

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

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.