Relationship Banker- Levittown

Responsibilities

• Attain complete knowledge of products and services, recognize referral opportunities, and successfully partner with 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 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, virtual 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.
• Consistently utilize the customer management system to document customer and prospect interactions, send referrals and update campaigns.

• Education and Experience: 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.

Penn Community Bank is an equal opportunity employer.