Relationship Banker- Quakertown

Responsibilities

• 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.
• Assist in the attainment of branch-specific goals in conjunction with bank initiatives and the strategic plan.
• Provide best-in-class customer service regarding daily transactions, addressing inquiries, problem resolution, and customer follow-up in accordance with all bank policies and expectations.
• Perform outbound sales activities including prospecting and outbound calling to prospective and existing customers, in-person, virtually, and via phone.
• 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.
• Participate in community activities as necessary.

Requirements

• Associate’s or Bachelor’s degree preferred.
• Previous banking or relevant work experience preferred.

Skills

• 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.