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Universal Banker

4 months ago


Lancaster, United States Traditions Bank Full time
Job DescriptionJob Description

Traditions Bank, serving South Central Pennsylvania and headquartered in York, PA, is looking to hire a full-time Universal Banker at the Oregon Pike location in Lancaster. Are you someone that likes to form real relationships with customers and provide them with an exquisite experience? This role is instrumental in achieving team goals through proactive sales strategies and maintaining a deep understanding of banking products and customer needs. If you are looking for an organization where you can #MakeYourMark please read on.

This universal banking position earns $21-24/hour (negotiable), dependent upon experience. We also offer an abundant benefit program which includes health insurance (medical, dental, vision) on the 1st of the month after 30 days, a health savings account (HSA), 401(k) with company match and profit-sharing, life insurance, short- and long-term disability, Paid Time Off (PTO), and more Traditions Bank also offers Volunteer Time Off (VTO) to support our associates who are active in their local communities.

QUALIFICATIONS FOR A UNIVERSAL BANKER

  • 3 years prior experience in banking or related financial services roles
  • Strong knowledge of banking products, services, and regulations
  • Consumer lending experience highly preferred
  • Excellent communication and interpersonal skills
  • Proven sales and customer service experience
  • Ability to work effectively within a team and independently
  • Proficiency in using banking software and handling transactions accurately
  • Commitment to maintaining compliance with banking policies and procedures

A DAY IN THE LIFE OF A UNIVERSAL BANKER

  • Product Expertise: Maintain an in-depth understanding of the bank's products, services, and their associated benefits to effectively advise customers.
  • Customer Relationship Building: Actively seek opportunities to expand existing client relationships and develop new ones, gathering and utilizing customer data to enhance relationships (profiling).
  • Sales and Referrals: Identify and promote appropriate deposit and loan products based on customer needs, generating written proposals when necessary. Recognize and refer opportunities for additional banking services such as mortgages, investment management, and credit card products.
  • Branch Engagement: Participate actively in branch relationship-building initiatives, service enhancement programs, and motivational activities.
  • Transaction Processing: Accurately and efficiently handle customer transactions while ensuring adherence to bank policies and procedures.
  • Service Excellence: Embrace the bank's sales process, delivering prompt, responsive, and exceptional service to customers. Handle phone inquiries and resolve customer complaints professionally, utilizing such instances to identify further needs.
  • Account Maintenance and Administrative Support: Undertake routine customer account maintenance, address general inquiries, and assist with branch administrative tasks.
  • Prospecting and Outreach: Maintain an active prospect list, initiating outreach to build and nurture relationships, keeping branch staff informed of new client connections, and providing assistance in relationship building.
  • Training and Mentorship: Contribute to the training and mentoring of newly hired Universal Bankers, sharing insights and best practices for effective customer engagement and sales strategies.

WORK SCHEDULE FOR A UNIVERSAL BANKER

This full-time, non-exempt Universal Banker position, works a typical schedule of 8:30am - 5:15pm Monday - Friday, 8:30am - 12:15pm Saturday (varies).

Why Join Us:

  • Career Growth: Opportunity for career advancement in a rapidly growing branch.
  • Collaborative Environment: Join a supportive team dedicated to achieving common goals.
  • Professional Development: Access to ongoing training and development programs.
  • Competitive Compensation: Competitive salary, quarterly incentives, and benefits package.

Traditions Bank greatly values the people who take care of our clients. We believe every associate is capable of doing great things, which is why we challenge them to think beyond their job description, expand their skills, and grow careers they can truly be proud of. We make it a priority to develop each and every associate who wants to develop their career.

If you are a proactive individual with a passion for sales, a keen understanding of banking products, and a dedication to providing exceptional customer service to contribute effectively to the team's success, we'd love to hear from you Apply now to be considered for this exciting opportunity.

Apply easily through our careers website: www.traditions.bank/careers

Location: 17601