Senior Personal Banker - Doylestown (Full-time)

Sales

• Maintain and exceed sales referrals and cross-selling goals by understanding and promoting all products and services.
• Refer or resolve customer inquiries concerning accounts or other banking services.
• Actively refer customers for commercial products or services to branch manager, market manager, or appropriate business partner.
• Engage customers actively, demonstrating commitment and dedication to servicing and building relationships.
• Advance the Bank's Corporate Sales Program through consultative need assessments, relationship development, and managing a book-of-business.

Service

• Identify and capitalize on opportunities with customers and prospective customers through lobby management.
• Assist customers and prospective customers with digital technologies and provide referrals to other lines of business.
• Maintain cost efficiency to meet branch goals; ensure quality of customer service and adherence to sales and brand standards.
• Execute a positive customer service experience.

Operations

• Ensure operational and financial safety and soundness in accordance with Bank policies, compliance, and applicable laws and regulations.
• Leverage lobby management as a tool for risk control and mitigation.
• Establish customer identity according to guidelines and adhere to all compliance procedures.
• Assist branch management with branch operations as needed.
• Supervise the branch in the absence of branch management, including handling customer inquiries, performing transactions, and assisting other Personal Bankers.
• Prepare and/or complete Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions.
• Support other branch employees in training and assist in the contact center during high call volumes.
• Handle customer inquiries by telephone and provide access to safe deposit boxes.

Minimum Qualifications

• High school diploma or GED.
• Minimum of 6 months providing sales/service to customers in a retail environment.
• Strong interpersonal skills, including listening, written, and verbal communication.
• Able to work a flexible schedule based on business needs.
• Demonstrates a positive and professional demeanor with all customers and co-workers.
• Strong math and analytical skills.
• Able to handle escalated matters and problem-solve for resolution.
• Understands and adheres to safety and security practices.
• Demonstrates and applies good relationship-building skills.
• Proficient in establishing strong connections with customers and prospective customers through consultative conversations and presenting sales opportunities.
• Strong customer service and advocacy skills.
• Strong organizational and time management skills.
• Proficient in using computers, including Microsoft Office.
• Required to register as a mortgage loan originator with the NMLS before taking mortgage loan applications, negotiating, or extending terms of a mortgage or other loan secured by a residence.

Prior to Employment

• Must register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence.

Preferred Qualifications

• 2 years providing sales and service to customers in a retail environment.
• Retail banking experience.
• Supervisory experience.
• Life and Health Licenses to support investment programs.

Working Conditions

• Mainly performs 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.
• Flexible and demonstrates the ability to adapt to new job locations and reassignments as directed.

Pay Details

• Base pay range: $21.23 - $26.51.
• The actual pay offered may vary based on candidate's skills, experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
• This role is incentive eligible based on company, business, and/or individual goal achievement and performance.

Benefits

• 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, Employee Assistance Program, and Basic Life Insurance.
• Company-sponsored Tuition Disbursement and Loan Repayment programs.
• Voluntary benefits including Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity, and Legal plans.