Personal Banker (Float) - North West Region / Morristown (Full-Time)

Position Overview

As a Personal Banker at Provident Bank, your primary role is to establish relationships with customers and prospective customers to understand, identify and satisfy their financial needs and to provide a positive customer experience while conducting transactions during every branch interaction.

Responsibilities

• Respond to customer needs by processing a variety of financial transactions, including but not limited to opening accounts, cross-selling, tele-consulting, developing relationships through a book of business, servicing accounts, check cashing, withdrawals, deposits, loan payments, greeting customers, and performing customer needs-based assessments.
• Research and resolve account issues and/or inquiries and promote organizational products and services by referring current or prospective customers to other departments within the organization.
• Meet sales referrals and cross-selling goals by knowing the features and benefits of all products and services to satisfy the needs of the customers.
• Promote bank products, refer or resolve customer inquiries concerning accounts or other banking services.
• Actively refers customers for commercial products or services to branch manager, market manager, or appropriate business partner.
• Advance the Bank's Corporate Sales Program through the consultative need’s assessments of customers, developing new relationships, expanding existing ones and is responsible for managing and growing a book-of-business.
• Identify opportunities with customers and prospective customers through lobby management.
• Aid customers and prospective customers with digital technologies and provide referrals to other lines of business.
• Maintain cost efficiency to achieve goals of the branch; assure quality of customer service and adherence to sales and brand standards.
• Execute expectations for a positive customer service experience.
• Ensure operational and financial safety and soundness in accordance with Bank’s policies, compliance, and applicable laws and regulations.
• Leverage lobby management as a tool for controlling and mitigating risk.
• Establish customer identity according to guidelines and adhere to all other compliance procedures.
• Assist branch management with branch operations as needed.
• Perform transactions including but not limited to check cashing, withdrawals, deposits and loan payments.
• Prepare and/or complete Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions.
• Assist in training other branch employees.
• Provide support to the contact center when there are high call volumes.
• Handle customer inquiries by telephone.
• Provide access to safe deposit boxes.

Qualifications

• High school diploma or GED
• Minimum of 6 months of sales and service experience in a customer facing retail environment
• Strong interpersonal skills, including listening, written and verbal communication
• Ability to work a flexible schedule based upon the needs of the business
• Demonstrations positive and professional demeanor with all customers and co-workers
• Strong math and analytical skills
• Understand and adhere to safety and security practices
• Demonstrate and apply good relationship building skills
• Strong customer service/advocacy skills
• Strong organizational and time management skills
• Strong PC skills. Ability to quickly learn various computer programs, including Microsoft office

Preferred Qualifications

• Prior Retail banking experience
• Life and Health Licenses to support investment program

Work Conditions

• Retail Banking Branch Areas
• Work is mainly performed under general office conditions in a retail-banking establishment.
• Willing and able to work required overtime.
• Willing and able to travel to other locations/branches.
• Must be flexible and demonstrate the ability to adapt to new job locations and reassignments as directed.
• Lifting from 5 to 25 lbs. (Coins)
• Prolonged sitting/standing
• Occasional bending or stooping (To retrieve coins from individual vault)

Pay Details

• $18.41 - $23.03 per hour
• This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
• The company provides:
• Paid time-off (PTO)
• Holiday (PTO)
• Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan.
• Disability Insurance, an Employee Assistance Program, and Basic Life Insurance.
• Sponsored Tuition Disbursement and Loan Repayment programs.
• Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.