Relationship Banker
$42,744–$71,240 year
On-siteSelinsgrove, Pennsylvania, United States
Selinsgrove, Pennsylvania, United StatesOn-siteFull Time$42,744–$71,240 yearHigh School Or EquivalentBANKINGEnterprise
Full TimeHigh School Or EquivalentEnterpriseBANKING
Job Summary
Conduct customer outreach via email and phone to assess needs, present product options, and transition to needs-based discussions. Manage lobby operations, schedule and hold weekly appointments, and prepare pre-call plans for all interactions. Perform customer servicing, complete KYC and CIP audits, and execute fraud prevention protocols to maintain compliance. Onboard new clients through direct engagement while adhering to internal control standards and regulatory requirements. Drive customer flow and sales opportunities within the branch to support overall activity goals.
Required Qualifications
- High school diploma or equivalent (GED)
- Minimum of 2 years proven retail sales, call center, customer service and/or telesales experience
- OR minimum of 1 year proven proactive sales experience
- Strong verbal communication and interpersonal skills
- Proven ability to demonstrate exceptional customer service
- Well-organized individual with time management and prioritization skills
- Demonstrated financial services product knowledge
- Ability to communicate with tact and diplomacy with internal and external customers
- Proficient with internet user-level technology
- Ability to stand for long periods of time
- Prolonged use of hands and fingers
- Ability to lift light to heavy objects weighing 5 lbs. to 30lbs
- Ability to read fine print
- Ability to interact with customers in an open face-to-face work environment
- Ability to use fax, telephone system, copier and other communication tools
- Drug free workplace
Desired Qualifications
- Associates degree
- Notary public license
- Bilingual based on branch needs
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