Personal Banker - Boonton; Part-time

Personal Banker – Boonton (Part-Time)
Position Overview

As a Personal Banker at Provident Bank, your primary role is to establish relationships with customers and prospective customers to understand, identify and satisfy their financial needs and to provide a positive customer experience while conducting transactions during every branch interaction. The position is dynamic, performing both transaction and sales and service duties. Responsibilities may vary day to day based on the needs of the branch office.

All Provident Bank employees are expected to adhere to the Bank's Code of Ethics, Core Values, and Mission Statement. This position works under general supervision.

• Respond to customer needs by processing a variety of financial transactions, including opening accounts, cross‑selling, tele‑consulting, developing relationships through a book of business, servicing accounts, check cashing, withdrawals, deposits, loan payments, greeting customers, and performing customer needs‑based assessments.
• Research and resolve account issues and/or inquiries and promote organizational products and services by referring current or prospective customers to other departments.
• Meet sales expectations, which include deposit, loan, and revenue expectations, generating sales and referrals, and managing and balancing cash drawers.
• Assist the Assistant Branch Manager with daily branch responsibilities and processes, end‑of‑day functions, and reporting according to branch tasks, policies, and procedures.
• May be eligible to obtain Life and Health Licensing.
• Work with the contact center during high call volumes and handle customer inquiries by telephone.

• Meet sales referrals and cross‑selling goals by knowing the features and benefits of all products and services to satisfy customer needs.
• Promote bank products, refer or 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 customer relationships.

• 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 goals of the branch; assure quality of customer service and adherence to sales and brand standards.

• 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.
• Perform transactions including but not limited to check cashing, withdrawals, deposits, and loan payments.
• Prepare and complete Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions.
• Assist in training other branch employees.

• High school diploma or GED.
• Minimum 6 months of sales and service experience in a customer‑facing retail environment.
• Strong interpersonal skills, including listening, written and verbal communication.
• Ability to work a flexible schedule based upon the needs of the business.
• Demonstrated positive and professional demeanor with all customers and co‑workers.
• Strong math and analytical skills.
• Understand and adhere to safety and security practices.
• Demonstrate and apply good relationship‑building skills; proficient at establishing strong connections with customers and prospective customers through consultative conversations and presenting sales opportunities.
• Strong customer service/advocacy skills.
• Strong organizational and time‑management skills.
• Strong PC skills; ability to quickly learn various computer programs, including Microsoft Office.
• Required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications,…