About this role
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.