Posted 1w ago

Relationship Banker- Bethlehem

@ Penn Community Bank
Bethlehem, Pennsylvania, United States
OnsiteFull Time
Responsibilities:cross-selling products, processing transactions, prospecting customers
Requirements Summary:Deliver teller and platform transactions, provide customer service, cross-sell banking products, perform outbound prospecting, use customer management and core banking systems; associate's or bachelor's degree and prior banking experience preferred.
Technical Tools Mentioned:Microsoft
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Job Description

Job description:

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.

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

Penn community Bank is an equal opportunity employer.