Senior Personal Banker - Bloomfield - Ampere

Senior Personal Banker
- Bloomfield
- Ampere (Full-time)

Provident is a highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania, and New York. We are committed to enhancing our customer and employees’ experience.

POSITION OVERVIEW:

The Senior Personal Banker plays a key role in the Branch sales and service environment through building mutually beneficial and long-term customer relationships by providing a positive customer experience and has a thorough understanding of our core culture of the "attraction, expansion, and retention" of customer relationships.

The Senior Personal Banker provides a high level of service while greeting customers, performing needs-based assessments, opening accounts, cross-selling, tele-consulting, developing relationships, servicing accounts, and acting as lobby manager. The role also researches and resolves complex account issues and/or customer inquiries, promotes organizational products and services by referring current or prospective customers to appropriate managers or business partners, and processes customer transactions including check cashing, withdrawals, deposits, and loan payments.

This position focuses on managing a book-of-business consisting of customers with the objectives of retention and relationship development. The Senior Personal Banker serves as a liaison to actively refer and coordinate specialist support from lending, investment, trust specialists, treasury management, and other partners. The role may be eligible to obtain Life and Health Licensing.

All Provident Bank employees are expected to adhere to the Bank’s Code of Ethics, Core Values, and Mission Statement. Works under general supervision.

KEY RESPONSIBILITIES:

• Meet sales referrals and cross-selling goals by knowing the features and benefits of all products and services to satisfy customers’ needs
• Promote bank products, resolve customer inquiries concerning accounts or other banking services
• Actively refer customers for commercial products or services to branch manager, market manager, or appropriate business partner
• Exceed customer expectations through active engagement, commitment and dedication to servicing and building relationships
• Advance the Bank's Corporate Sales Program through consultative needs assessments of customers, developing new relationships, expanding existing ones, and managing a book-of-business

Service

• Identify opportunities with customers and prospective customers through lobby management
• Assist customers and prospective customers with digital technologies and provide referrals to other lines of business
• Help maintain cost efficiency to achieve branch goals; assure quality of customer service and adherence to sales and brand standards
• Responsible for sales and service
• Execute expectations for a positive customer service experience

Operations

• Ensure operational and financial safety and soundness in accordance with Bank’s policies, compliance, and applicable laws and regulations
• Leverage lobby management as a tool for controlling and mitigating risk
• Establish customer identity according to guidelines and adhere to all compliance procedures
• Assist branch management with branch operations as needed
• Open, close, and supervise the servicing of the branch in the absence of branch management
• Assist Personal Bankers with complex and escalated customer questions and inquiries, including providing supervisor overrides when needed
• Perform transactions including check cashing, withdrawals, deposits, and loan payments
• Prepare and/or complete Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions
• Assist in training other branch employees
• Provide support to the contact center when there are high call volumes
• Handle customer inquiries by telephone
• Provide access to safe deposit boxes

MINIMUM QUALIFICATIONS:

• High school diploma or GED
• Minimum of 6 months providing sales/service to customers in a retail environment
• Strong interpersonal skills, including listening, written and verbal communication
• Ability to work a flexible schedule based upon the needs of the business
• Demonstrates positive and professional…