Universal Banker: Drive Deposits, Loans & Customer Growth

Mid Penn Bank; Connellsville (Fayette County); Presencial; USD 42.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical plans with prescription drug

Flexible spending account

Dental insurance

Vision insurance

Life insurance

401(k) with employer match

Descripción de la vacante

Mid Penn Bank in Connellsville, PA is seeking a Financial Sales and Service Specialist (Universal Banker) to assist customers with banking needs, open accounts, and provide information on products and services. This role also handles daily operations and builds lasting customer relationships through in-depth financial conversations.

The successful candidate will have at least a high school diploma and two years experience, with notary or mortgage licensing eligibility preferred.

Formación

• High school diploma or equivalent with business emphasis.
• Minimum two years' experience in related positions preferred.
• Notary experience preferred or ability to obtain notary as needed.
• Ability to obtain and properly maintain a National Mortgage Licensing Registration (NMLS) for loan applications.

Responsabilidades

• Opens deposit accounts and takes loan applications.
• Responds to customer questions, quotes rates and payments, recommends services.
• Helps with account maintenance such as address changes, change of account signers, etc.
• Provides accurate information and assistance to internal and external customers.
• Facilitates the loan process from origination through closing.
• Provides direct service to customers with respect to deposit products and services; supplies information on loans, trust, etc.
• Interviews customers to obtain information and explain available services.
• Seeks opportunities to deepen relationships with current clientele through suggestive sales techniques.
• Participates in sales activities focusing on prospective clientele, both personal and business.
• Ensures compliance with company policies and industry regulations.
• Maintains confidentiality of customer information.

Conocimientos

Customer service

Sales

Interpersonal skills

Microsoft Word

Microsoft Excel

Notary handling

Driver's license

Educación

High school diploma or equivalent

Notary experience preferred

NMLS license eligibility

Herramientas

Teller Cash Recycler

Currency verifier

Descripción del empleo

Mid Penn Bank in Connellsville, PA is seeking a Financial Sales and Service Specialist (Universal Banker) to assist customers with banking needs, open accounts, and provide information on products and services. This role also handles daily operations and builds lasting customer relationships through in-depth financial conversations.

The successful candidate will have at least a high school diploma and two years experience, with notary or mortgage licensing eligibility preferred.