Jobs · Finance · Pennsylvania

Personal Banker

First Bank · Devon, PA · 2 wk ago
On-siteFinanceFull-time

Our goal is to hire and retain talented people with engaging personalities and exceptional work ethics. We believe in recognizing and rewarding employees who consistently perform at a high level.

Benefits

  • Health and dental insurance
  • Life insurance
  • Short-term and long-term disability
  • 401k Plan

Competitive salaries based upon experience and a comprehensive benefits package upon satisfying eligibility conditions.

Responsibilities

  • Offer and sell bank products and services to both consumer and small business customers, including:
    • Checking and Savings Accounts
    • Certificates of Deposit
    • Individual Retirement Accounts (IRAs)
    • Deposit-only business relationship customers with non-lending needs
  • Operate a teller window regularly to meet the needs of branch clientele
  • Provide exceptional customer service while identifying sales opportunities, explaining and promoting bank products/services, and actively participating in referral opportunities
  • Effectively use sales skills such as:
    • Effective listening and identifying needs
    • Expanding and deepening customer relationships
    • Responding to verbal and non-verbal clues
    • Presenting solutions through product benefits
    • Establishing a clear difference
    • Overcoming objections
    • Asking for the business
  • Follow up with prospects and current customers to promote new products/services and thank customers for existing banking relationships
  • Actively engage with valued customer relationships to promote growth and retention
  • Maintain confidentiality in handling customer and bank information
  • Follow security policies and procedures to prevent bank and customer losses
  • Resolve customer complaints and escalate appropriately
  • Maintain a detailed level of knowledge on retail products and services
  • Work collaboratively with the branch team to achieve customer sales and service objectives

Requirements

  • Bachelor’s degree preferred
  • High school diploma or GED
  • Two or more years of related experience in the Financial Services industry
  • Basic knowledge of retail product philosophy, policy, procedures, documentation, and systems
  • Thorough knowledge of all retail products and services
  • Proven customer service and interpersonal skills
  • Effective selling and referral skills
  • Strong verbal and written communication skills
  • Ability to work a schedule that includes Saturdays

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