Personal Banker

About the role

Over 100 years ago Brentwood Bank—operating as Tunnel Building & Loan at the time—set up temporary locations to help mill workers in the South Hills of Pittsburgh save and manage their money. The objective was straightforward: to provide practical financial support to the local community. That approach continues to influence how the bank operates today. Brentwood Bank focuses on supporting the long-term financial stability of the communities it serves. Because we operate as a community bank rather than a large regional or national institution, we have more flexibility in structuring solutions that each customer’s unique circumstances. This includes working with individuals, businesses, nonprofit organizations, and municipalities, taking the time to understand their specific financial needs, and creating practical solutions that fit. The result is that Brentwood Bank customers tend to get more direct attention and less one-size-fits-all treatment. When a banker genuinely understands your situation, the advice and products you receive are more likely to be useful. That’s good for you, and it just feels right to us. That’s why our customers consider us a trusted financial neighbor rather than a bank. It’s how we see ourselves, too. Summary Of Basic Function As a Personal Banker I you will play a vital role in providing excellent customer service to ensure our customer’s entire banking experience is extraordinary. You will be responsible for providing a seamless transition between accurate and courteous teller-based transactions as well as answering questions and/or resolving complex technical problems on customer accounts. You will develop recommendations, based on the customer’s needs, and will sell consumer and small business products/services to existing and new customers, and cross-sell other bank services, referring customers to other departments as appropriate. You will take personal initiative and be a positive role model for others to emulate.

Responsibilities

• Create meaningful client-driven experiences for each customer or potential customer.
• Be an expert on small business and consumer bank products
• Welcome and actively engage customers/prospects in the lobby, on the teller line, or on the phone
• Take ownership of customer issues and inquiries and other customer originated service needs with the intent of enhancing customer retention and exploring additional sales opportunities.
• Research and answer customer inquiries and requests regarding accounts, products, rates, and services
• Participate in attaining branch goals, by actively promoting bank and related products and services to customers and future customers
• Recommend and sell appropriate products and services (consumer and small business) both in person and on the telephone
• Responsible for performing primary teller functions for 50% or more of designated shift time
• Promote, assist, and educate customer’s use of self service and remote channels, such as ATM, and online banking/mobile banking
• Maintain a working knowledge of the complete line of products and services offered, taking responsibility and the initiative to keep up to date with industry developments
• Refer larger business and commercial opportunities as identified during discussions with the customer to the Branch Manager, Business Bankers, or Commercial Lenders as appropriate
• Identify and refer investment sales opportunities to Brentwood Advisors
• Refer customers with mortgage loan needs to individuals NMLS certified
• Deliver outstanding customer experience by executing Teller transactions
• Maintain