Jobs · Finance · Pennsylvania

Relationship Banker- Highland Park

Penn Community Bank · Levittown, PA · 1 mo 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.
  • Consistently utilize 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.
  • Ability 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.
Penn community Bank is an equal opportunity employer.

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