Senior Personal Banker (Float) - East Jersey Region / Milltown (Full-time)

About the role

At Provident Bank, the Senior Personal Banker plays a key role in the Branch sales and service environment by building mutually beneficial, long‑term customer relationships through a positive customer experience and a thorough understanding of the bank’s core culture of “attraction, expansion, and retention.” As a Float position, the incumbent is assigned to the East New Jersey Region and primarily travels to branches in Highland Park, Milltown, South River, East Brunswick, and Perth Amboy, with possible coverage of any branch in the region as needed. The Senior Personal Banker greets customers, performs needs‑based assessments, opens accounts, cross‑sells, provides tele‑consulting, develops relationships, services accounts, and acts as lobby manager. They research and resolve complex account issues and inquiries, promote products by referring customers to appropriate internal or external partners, and process transactions such as check cashing, withdrawals, deposits, and loan payments. The role focuses on managing a book‑of‑business with objectives of retention and relationship development, serving as a liaison to coordinate specialist support from lending, investment, trust, treasury management, and other partners. The incumbent is self‑motivated, a problem solver, able to work independently and as an operational supervisor when necessary, and provides flexible coverage for all sales and service aspects. This position may be eligible to obtain Life and Health Licensing. All employees must adhere to the Bank’s Code of Ethics, Core Values, and Mission Statement and work under general supervision.

Responsibilities

• Meet sales referrals and cross‑selling goals by knowing product features and benefits.
• Promote bank products, refer or resolve customer inquiries about 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 prospects through lobby management.
• Assist customers and prospects with digital technologies and provide referrals to other lines of business.
• Help maintain cost efficiency to achieve branch goals; assure quality of customer service and adherence to sales and brand standards.
• Execute expectations for a positive customer service experience.
• 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 branch servicing in the absence of branch management.
• Ass