Senior Personal Banker (Float) - Central NJ/PA - Bernardsville (Full-time)

Position Overview

At Provident Bank, the Senior Personal Banker plays a key role in the Branch sales and service environment through building mutually beneficial and long-term customer relationships. This role involves providing a positive customer experience, traveling to assigned branches, and managing a book-of-business.

Key Responsibilities

• Sales
• Meet sales referrals and cross-selling goals
• Promote bank products and services
• Refer or resolve customer inquiries
• Advance the Bank's Corporate Sales Program
• Service
• Identify and assist customers with opportunities
• Help maintain cost efficiency
• Manage and grow a book-of-business
• Execute a positive customer service experience
• Operations
• Ensure operational and financial safety and soundness
• Leverage lobby management as a tool for risk control
• Establish customer identity and comply with guidelines
• Aid in branch operations as needed
• Perform transactions including check cashing, withdrawals, deposits, and loan payments
• Prepare and complete CTR/SAF forms
• Support the contact center during high call volumes
• Handle customer inquiries by telephone

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 the needs of the business
• Positive and professional demeanor with all 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
• Strong customer service and advocacy skills
• Strong organizational and time management skills
• Proficient at establishing strong connections with customers and prospective customers through consultative conversations
• Strong PC skills, including Microsoft office

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 program