Universal Banker (Financial Sales & Service Spec) - West Chester, PA

Mid Penn Bank; West Chester (Chester County); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading financial institution is seeking a Full Time Financial Sales and Service Specialist (Universal Banker) in West Chester, PA. The role involves customer service, account management, and supporting various financial services. Ideal candidates will have strong communication skills and a high school diploma. Join a diverse team committed to professional growth and community service.

Benefits

Competitive wages

Incentives

Benefits

Qualifications

• At least one year of related experience preferred.
• Notary experience or ability to obtain notary license.

Responsibilities

• Opens deposit accounts and processes loan applications.
• Responds to customer questions and recommends services.
• Helps customers access specialized services.

Skills

Communication

Interpersonal Relations

Mathematics

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

Join to apply for the Universal Banker (Financial Sales & Service Spec) - West Chester, PA role at Mid Penn Bank

**A great banking experience starts with a great team!** Mid Penn Bank is hiring a Full Time Financial Sales and Service Specialist (Universal Banker) at our West Chester, PA location.

We believe our success depends on a skilled, satisfied, and valued workforce. As a team member, you'll have opportunities for skill development, career growth, and access to flexible benefits supporting your personal and financial well-being. Our inclusive culture encourages collaboration and idea-sharing. We are committed to diversity, equity, and inclusion; people from underrepresented communities, Veterans, individuals with disabilities, and bilingual candidates are strongly encouraged to apply.

Position Overview

The Financial Sales and Service Specialist supports customer service functions in a community office, coordinates departmental work, reports to supervisors, and responds to inquiries.

• Opens deposit accounts and processes loan applications.
• Responds to customer questions, quotes rates and payments, recommends services.
• Assists with account maintenance such as address changes and account signers.
• Helps customers access specialized services like mortgage, wealth management, merchant services, trust services, and commercial loans; addresses specific inquiries or issues.
• Serves as a Financial Center Associate when required.

Education & Qualifications

• High school diploma or equivalent, preferably with a business emphasis.
• Notary experience or ability to obtain notary license.
• At least one year of related experience preferred.

Skills

Proficiency in reading, writing, grammar, mathematics, interpersonal relations, and communication. Knowledge of Microsoft Word and Excel, financial policies, supervisory skills, physical ability to perform job duties, and a valid driver’s license are required.

Mid Penn Bank offers rewarding career opportunities, competitive wages, incentives, and benefits.

We are an equal opportunity employer, considering all qualified applicants without discrimination based on race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or veteran status.