Jobs · Finance · Pennsylvania

Universal Banker - Pennsburg (UPV)

QNB Bank · Pennsburg, PA · 3 mo ago
FinanceFull-time

GENERAL DUTIES AND RESPONSIBILITIES

  • Models Q2 Service and Sales programs with creativity and energy such that goals are achieved, and quality standards are met or exceeded.
  • Takes personal initiative and is a positive example for others to emulate.
  • Buils customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner.
  • Evaluates customer needs through the use of open-ended questions and refers customers to the appropriate resource.
  • Opens, closes, and services every type of deposit product, able to take and disburse loans.
  • Performs branch functions requiring an in-depth knowledge of branch transactions, including balancing cash drawer and/or a Teller Cash Recycler (TCR) at the end of the day, ATM, Vault Settlement, etc.
  • Maintains daily office settlement.
  • Aids in the training of personnel and may be a member of a committee (i.e. Safety Committee) and train personnel on the information obtained from attending committee meetings.
  • Aids in processes and prepares branch cash and settlement.
  • Able to relate to other people beyond giving and receiving instructions.
  • Supports the community through involvement and participation in local volunteer and/or charitable organizations.
  • Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities.
  • Required availability of all operating branch hours which can include holidays and weekends.
  • Assumes additional job-related duties as requested.

REQUIRED TRAINING, EXPERIENCE AND EDUCATION

  • Must be proficient in all aspects of job.
  • High School diploma or equivalent.
  • Complete Universal Banker Certification Checklist and fulfill re-certification requirements annually.
  • Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers.
  • Regularly required to stand for prolonged periods of time - all day if necessary.
  • Recommendation to be promoted into this position by supervisor or SVP/CBO or EVP/CRO&CBBO.
  • Successful in motivating team members in all aspects of QNB's Service Excellence.
  • Ability to lift and maneuver 25-30-pound coin bags.
  • Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs.
  • Requires strong reading, writing and arithmetic skills. Completion of high school, vocational training or equivalent (completion of some college courses preferred but not required).
  • Fulfills QNB compliance in operations and security procedures by adhering to government regulations, QNB policy, and established procedures.
  • This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
  • PA Notary as needed by the Branch (To be determined by Branch Manager). If required, PA Notary must be maintained by completing renewal package prior to Notary Expiration.
  • Ability to solve problems and carry on without supervision.

PREFERRED TRAINING, EXPERIENCE AND EDUCATION

  • Successful completion of Banking Fundamentals and Consumer Lending. Other courses may be permitted per discretion of EVP/CRO/CBBO and SVP/CBO.
  • Must have strong product knowledge and actively champion and coach for Q2 Sales and Service, referrals and product campaigns.

PHYSICAL DEMANDS

  • While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to grasp objects; reach with hands and arms; balance, stoop kneel, or crouch; speak or listen.
  • The employee must occasionally lift and/or carry up to 25 pounds.
  • Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

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