Senior Personal Banker - East Windsor (Full-time)
Provident Bank · East Windsor, NJ · 4 wk ago
Sales$21.23–$26.51/hrFull-time
About the role
Provident is a successful and highly regarded multi‑billion‑dollar bank with deep roots in New Jersey, Eastern Pennsylvania, and New York. The Senior Personal Banker plays a key role in the Branch sales and service environment by building mutually beneficial, long‑term customer relationships, providing a positive customer experience, and supporting the bank’s culture of attraction, expansion, and retention.
Responsibilities
- Meet sales referrals and cross‑selling goals by knowing product features and benefits.
- Promote bank products, refer or resolve customer inquiries concerning accounts or other banking services.
- Actively refer customers for commercial products or services to the Branch Manager, Market Manager, or appropriate business partner.
- Exceed customer expectations through active engagement, commitment, and dedication to servicing and building relationships.
- Advance the Bank's Corporate Sales Program via consultative needs assessments, developing new relationships, expanding existing ones, and managing and growing a book‑of‑business.
- Identify opportunities with customers and prospective customers through lobby management.
- Assist customers with digital technologies and provide referrals to other lines of business.
- Help maintain cost efficiency, assure quality of service, and adhere to sales and brand standards.
- Ensure operational and financial safety and soundness per Bank policies, compliance, and applicable laws.
- Leverage lobby management to control and mitigate risk.
- Establish customer identity per guidelines and follow all compliance procedures.
- Assist branch management with branch operations as needed; open, close, and supervise the branch in the absence of branch management.
- Assist Personal Bankers with complex and escalated customer questions, providing supervisor overrides when needed.
- Perform transactions including 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 during high call volumes.
- Handle customer inquiries by telephone.
- Provide access to safe deposit boxes.
Requirements
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.
- Ability to work a flexible schedule based upon business needs.
- Demonstrate a positive and professional demeanor with customers and co‑workers.
- Strong math and analytical skills.
- Ability to handle escalated matters and problem solve for resolution.
- Understand and adhere to safety and security practices.
- Demonstrate and apply good relationship‑building skills.
- Proficient at establishing strong connections with customers through consultative conversations that afford sales‑opportunity presentations.
- Strong customer service and advocacy skills.
- Strong organizational and time‑management skills.
- Strong PC skills; ability to quickly learn various computer programs, including Microsoft Office.
- Required to register as a mortgage loan originator with the NMLS prior to taking mortgage loan applications, negotiating, or extending 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 the investment program.