Relationship Banker- Bensalem
Penn Community Bank · Bensalem, PA · 1 wk ago
FinanceFull-time
Essential Functions
- Attain complete knowledge of products and services, recognize referral opportunities and successfully partner with appropriate business lines including mortgage, wealth, cash management, commercial lending and residential lending
- Perform all teller and platform transactions promptly, efficiently and accurately
- Deliver and cross-sell banking products in conjunction with customers’ needs through platform interactions and teller line transitions
- Aid in the attainment of branch-specific goals in conjunction with bank initiatives and the strategic plan
- Provide best in class customer service to customers regarding daily transactions, addressing inquiries, problem resolution and customer follow up in accordance with all bank policies and expectations
- Maintain a position of trust and responsibility by keeping all customers’ business confidential in accordance with bank policy
- Operate technology as required
- Consistent utilization of the customer management system to document customer and prospect interactions, send referrals and update campaigns
Education And Experience
- Associates or Bachelor’s degree preferred
- Previous banking or relevant work experience preferred
Skills And Competencies
- Customer service and sales skills
- Deposit and loan product knowledge
- Able to handle multiple responsibilities simultaneously
- Balanced decision making keeping both customer and company in mind
- Strong interpersonal and relationship building skills
- Effective selling, cross-selling and referral skills
- Microsoft product proficiency and the ability to use core banking systems
- Participation in community activities as necessary