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Relationship Banker

2 months ago

Doylestown, Pennsylvania, United States Penn Community Bank Full time
About the Role

As a member of the Retail Banking team at Penn Community Bank, the Relationship Banker plays a vital role in providing guidance on banking products and services to customers. This position requires a high level of energy and the ability to cultivate meaningful relationships with new and existing customers, using trust, respect, integrity, and transparency to deepen these relationships.

Key Responsibilities
  • 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-person, virtually, 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.
Requirements
  • 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.