Universal Banker: Grow Client Relationships & Loans

Mid Penn Bank - Millersburg Branch; New Jersey; Vor Ort; USD 25.000 - 34.000; Vollzeit

Zusammenfassung

Mid Penn Bank in Westville, NJ is seeking a Financial Sales & Service Specialist (Universal Banker). The role focuses on helping customers with banking needs, opening accounts, and delivering in-depth financial conversations to deepen relationships.

The position emphasizes sales-oriented service, adherence to policies, and ability to answer complex questions while supporting daily office operations. Strong communication and regulatory compliance are essential.

Qualifikationen

• High school diploma or equivalent with an emphasis in a business curriculum.
• A minimum of two (2) 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 #) in order to take applications for loans that are secured by residential real estate is a requirement of this position.

Aufgaben

• 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.
• Maintains confidentiality of customer information.

Kenntnisse

Reading & Writing

Interpersonal skills

Communication

PC skills

Policies & procedures

Supervisory skills

Driver's license

Physical ability

Ausbildung

High school diploma or equivalent (business)

2+ years related experience

Notary experience or ability to obtain notary

NMLS registration eligibility

Tools

Microsoft Word

Microsoft Excel

Jobbeschreibung

Mid Penn Bank in Westville, NJ is seeking a Financial Sales & Service Specialist (Universal Banker). The role focuses on helping customers with banking needs, opening accounts, and delivering in-depth financial conversations to deepen relationships.

The position emphasizes sales-oriented service, adherence to policies, and ability to answer complex questions while supporting daily office operations. Strong communication and regulatory compliance are essential.