Senior Personal Banker - Doylestown (Full-time)
$44,158–$55,141 year
On-siteDoylestown, Pennsylvania, United States
Job Summary
Senior Personal Banker handles sales and service within the Branch environment, building long-term customer relationships through needs-based assessments, opening and servicing accounts, cross-selling products, tele-consulting, and coordinating with lending, investment, and trust specialists. Responsibilities include processing transactions, researching complex account issues, referring prospects to branch leadership or business partners, managing a book-of-business focused on retention and relationship development, ensuring compliance, and providing branch-ops support including supervision in the absence of branch management. The role may require Life and Health Licensing and involvement in the bank’s sales and service programs, with emphasis on delivering a positive customer experience and maintaining high standards of ethics and integrity.
Required Qualifications
- High school diploma or GED
- Minimum of 6 months providing sales/service to customers in a retail environment
- Strong interpersonal skills, including listening, written and verbal communication
- Ability to work a flexible schedule based upon the needs of the business
- Demonstrations positive and professional demeanor with all customers and co-workers
- Strong math and analytical skills
- Ability to handle escalated matters and problem solve for resolution
- Understand and adhere to safety and security practices
- Demonstrate and apply good relationship building skills
- Proficient at establishing strong connections with customers and prospective customers through consultative conversations affording presentations of sales opportunities
- Strong customer service and advocacy skills
- Strong organizational and time management skills
- Strong PC skills. Ability to quickly learn various computer programs, including Microsoft office
- Required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.