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Client Financial Advisor

2 months ago

Quakertown, Pennsylvania, United States QNB Bank Full time
Job Overview

KEY RESPONSIBILITIES:

  1. Exemplifies QNB's Service and Sales initiatives with enthusiasm and creativity, ensuring that targets are met and quality benchmarks are surpassed. Takes proactive steps and serves as a role model for peers.
  2. Fosters customer connections by ensuring QNB is represented with courtesy, confidentiality, and professionalism, while delivering prompt, efficient, and precise service through consultative selling and cross-selling techniques.
  3. Promotes deposit and loan offerings and directs clients to the relevant personnel or departments.
  4. Accurately executes financial transactions as a Financial Services Representative, ensuring the cash drawer and/or Teller Cash Recycler (TCR) is balanced at the close of business.
  5. Demonstrates proficiency in all facets of the Financial Services Representative role.
  6. Possesses the ability to engage with others beyond mere instruction exchange.
  7. Holds extensive knowledge of QNB products and actively supports QNB's Service and Sales, referral, and product initiatives.
  8. Completes required compliance training promptly and shows capability in applying this training to job responsibilities.
  9. Engages with the community through participation in local volunteer and charitable activities.
  10. Availability during all branch operating hours, including weekends and holidays, is essential.
  11. Willingness to undertake additional job-related responsibilities as needed, including the flexibility to work at any branch location.

ESSENTIAL QUALIFICATIONS:

  1. Must be able to stand for extended periods, potentially throughout the entire workday.
  2. Possesses interpersonal skills that reflect positively on the Bank when interacting with both internal and external clients.
  3. Completion of required training and product knowledge within the initial six months of employment is mandatory.
  4. Ability to lift and manage coin bags weighing between 25-50 pounds.
  5. Communication skills that align with QNB's sales objectives, including the ability to recognize and meet clients' current and future needs.
  6. Basic reading, writing, and arithmetic skills are required; completion of high school, vocational training, or equivalent is necessary.
  7. Adheres to QNB's operational and security compliance by following government regulations, QNB policies, and established procedures.
  8. Must successfully complete Banking Fundamentals courses within the first 18 months of employment, achieving a grade of C or higher.
  9. Annual re-certification requirements for Financial Services Representatives must be fulfilled.
  10. This role may necessitate compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations. Continued employment is contingent upon meeting all such criteria, including satisfactory background investigation results.