Relationship Financial Expert

6 days ago


King of Prussia, Pennsylvania, United States Peoples Security Bank & Trust Company Full time

About the Role:

We are seeking a Relationship Financial Expert to join our team at Peoples Security Bank & Trust Company. As a key member of our branch office sales/service team, you will deliver an exceptional experience to customers and prospects by meeting their financial needs.

Job Responsibilities:

  • Counsel clients on consumer financing options, process and close consumer loans, and educate them on our technology products and services.
  • Engage with customers in person and/or virtually to attract, retain, and grow relationships.
  • Process various customer transactions efficiently, accurately, and compliantly, balancing cash drawers and maintaining working knowledge of Bank's consumer deposit and loan product offerings.
  • Provide exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc.
  • Collaborate with internal partners to connect customers to experts who can help them with specialized financial services.

Requirements:

  • A minimum of 4-6 years' experience in a related position is normally required.
  • A high school diploma or equivalent is required; Associate's or Bachelor's degree or General Banking Diploma is preferred.
  • Demonstrated ability to communicate across various channels, strong problem-solving skills, and a sound knowledge of branch transactional tasks and operations are essential.

Benefits:

  • Medical Plans
  • Dental Plan
  • Vision Plan
  • Life Insurance
  • Disability Insurance
  • 401(K) Plan
  • ESOP Plan
  • Paid Time Off
  • Paid Holidays
  • Employee Assistance Program
  • Banking Classes
  • College Tuition Reimbursement
  • Internal Advancement Opportunities

Estimated Salary:$55,000 - $65,000 per year, based on location and experience.

About Us:

Established in 1905, Peoples Security Bank & Trust Company is a community bank headquartered in Scranton, Pennsylvania. We are committed to providing excellent customer service and supporting our communities through financial education and initiatives.



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