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William Penn Bank
Bristol, PA | Full Time
$116k-152k (estimate)
0 Months Ago
Personal Banker I
$116k-152k (estimate)
Full Time 0 Months Ago
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William Penn Bank is Hiring a Personal Banker I Near Bristol, PA

Full Job Description

William Penn Bank, a growing community bank is looking to hire a full time Personal Banker to join our retail team at our Bristol, PA branch. This full time Personal Banker position is an exciting opportunity for an individual who enjoys cross-selling Bank products and services and providing quality customer service to further customer relations. We offer a competitive salary.

Job Responsibilities

  • Meet and greet customers
  • Open and process new accounts.
  • Cross-sells the Bank’s services and products.
  • Identify and refer new opportunities to the manager.
  • May assist Personal Banker in training, vault maintenance, scheduling, opening and closing.
  • Assist in answering the telephone and transferring calls to the appropriate personal.
  • Research and verify account information and resolve problems for customers as necessary.
  • Open, close and maintain safe deposit boxes.
  • Accepts deposits, verifying cash and endorsements and issue receipts.
  • Issues money orders and bank checks.
  • Balances transactions at end of day and verifies cash totals.
  • May acts as a supervisor in the absence of the Assistant Manager and/or Manager.
  • Represents the bank in business development efforts and at civic and community functions.
  • Participates in Bank and Community events. Serves as a volunteer for the community a minimum of 8 hours annually and records hours in Continuity.
  • Follows compliance with traditional Bank policies and procedures. Adheres to compliance with the Bank Secrecy Act, OFAC and USA PATRIOT Act including accurate completion of CTR’s, Monetary Instrument logs, and reporting of suspicious activities to supervisor. Completes BSA and related compliance training annually.
  • Adheres to proper regulatory compliance practices inherent in this position by following departmental policies and procedures, completing compliance training as assigned and questioning and areas of uncertainty regarding proper process
  • Other duties assigned by the Manager or Supervisor.

Required Education, Experience and Skills

  • High school diploma or equivalent preferred
  • Professional interpersonal skills to represent the Bank in a positive way in dealing with customers and other employees
  • Cash handling accuracy
  • Ability to operate on-line teller terminal and other standard office equipment
  • Successful completion of teller training and any other compliance training deemed necessary by the Bank
  • Working knowledge of personal computers and software, specifically Microsoft Word, Excel, and Power Point, as required to support job functions.
  • Good analytical and problem-solving aptitude.
  • Written and oral command of language.
  • Ability to handle multiple tasks with minimal error.
  • Ability to work with demanding timelines and schedules.
  • Pursues continuing educational requirements as established in annual goals and review process.

Other Duties

Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. A complete job description will be provided upon request. Duties, responsibilities, and activities may change at any time, with or without notice.

Equal Employment Opportunity

William Penn Bank is an Equal Opportunity Employer that does not discriminate or retaliate on the basis of actual or perceived race, creed, color, religion or religious creed, alienage or national origin, ancestry, citizenship status, age, disability or handicap or association with an individual with a handicap or disability, sex (including affectional or sexual orientation, gender identity, gender expression, gender transition, or transgender identity), pregnancy or breastfeeding/lactation, marital status, civil union status, domestic partnership status, veteran status, military status, genetic information, atypical hereditary cellular or blood trait, arrest record, domestic or sexual violence victim status, credit information, or any other characteristic protected by applicable federal, state or local laws.

Interested applicants may email their resume to Nicole Nielsen – SVP, Chief Human Resources Officer at nnielsen@williampenn.bank.

Qualified candidates will be subject to a background check and pre-employment drug test.

Job Summary

JOB TYPE

Full Time

SALARY

$116k-152k (estimate)

POST DATE

05/05/2023

EXPIRATION DATE

06/12/2024

WEBSITE

williampenn.bank

HEADQUARTERS

MOUNT LAUREL, NJ

SIZE

100 - 200

FOUNDED

1870

TYPE

Public

CEO

DAVID MORRIS

REVENUE

$10M - $50M

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About William Penn Bank

William Penn Bank is a financial services firm that provides commercial and personal banking products and services for businesses and individuals.

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Step 1: Understand the job description and responsibilities of an Accountant.

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At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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Personal bankers should focus on financial analysis and accounting.

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Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.

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Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

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A personal banker may refer his clients to other bank experts.

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Step 3: View the best colleges and universities for Personal Banker.

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