Relationship Banker

3 days ago


New Britain, Pennsylvania, United States Penn Community Bank Full time
{"Overview": "As a member of the Retail Banking team, the Relationship Banker plays a vital role in providing guidance on banking products and services. This individual will interface with other business lines to refer customers when their needs are assessed and uncovered. The Relationship Banker must possess high energy and cultivate meaningful relationships with new and existing customers, using trust, respect, integrity, and transparency to deepen these relationships. The Relationship Banker provides value for the customer and for the bank by assisting clients on the teller line as well as platform.", "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.
", "Qualifications": "
  • Associate's or Bachelor's degree preferred.
  • Previous banking or relevant work experience preferred.
"}
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