What are the responsibilities and job description for the Relationship Banker- Levittown position at Penn Community Bank?
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.
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.
- Associate’s or Bachelor’s degree preferred
- Previous banking or relevant work experience preferred
- 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