Floating Relationship Banker

Job description:

Essential Functions

The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.

•       Attain complete knowledge of products and services, recognize referral opportunities and successfully partner with appropriate business lines including mortgage, wealth, cash management, commercial lending and residential lending

•       Perform all teller and platform transactions promptly, efficiently and accurately.

•       Deliver and cross-sell banking products in conjunction with customers’ needs through platform interactions and teller line transitions

•       Assist in the attainment of branch-specific goals in conjunction with bank initiatives and the strategic plan

•       Provide best in class customer service to customers regarding daily transactions, addressing inquiries, problem resolution and customer follow up in accordance with all bank policies and expectations

•       Perform outbound sales activities including prospecting and outbound calling to prospective and existing customers, in persona, virtual and via phone.

•       Maintain a position of trust and responsibility by keeping all customers’ business confidential in accordance with bank policy

•       Operate technology as required

•       Consistent utilization of the customer management system to document customer and prospect interactions, send referrals and update campaigns.

Relationships and Contacts

Internal: Daily communication with branch Team Members; Phone and email contact with other branches and departments as needed.

External: Daily contact with current and potential customers regarding products and services offered by the Bank.

Compliance

• Comply with all applicable regulations and Bank policies regarding employment and employment law.
• Participate in annual compliance and other job-related training.
• Comply with applicable bank regulations, Bank policies and procedures.
• Comply with Bank’s internal privacy and ethics standards.

Education and Experience

• Associate’s or Bachelor’s degree preferred
• Previous banking or relevant work experience preferred

Skills and Competencies

• Customer service and sales skills
• Deposit and loan product knowledge
• Ability to handle multiple responsibilities simultaneously
• Balanced decision making keeping both customer and company in mind
• Strong interpersonal and relationship building skills
• Effective selling, cross-selling and referral skills
• Microsoft product proficiency and the ability to use core banking systems
• Participation in community activities as necessary
  
  

Working Conditions

Traditional office environment with no unusual work conditions; the branch maintains six day a week operations (Monday – Saturday) with operational hours depending on branch location. All branch Team Members are required to work a minimum of two (2) Saturdays per month.

Physical Demands

Penn Community promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees. Please contact Human Resources with questions regarding the physical demands of this position.

• • Lifting/carrying up to 20 lbs.
  • Manual dexterity for computer work
  • Speaking, hearing, and vision are required to perform essential functions
  • Ability to drive, with a valid driver’s license, to meet with customers outside of the office; Events may occasionally require work on evenings and weekends.

Expected Salary Range:

$18.39 - $22.99

Penn Community Bank is an equal opportunity employer.