Relationship Banker- New Hope

Essential Functions

The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.

• 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 attaining 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.
• Consistently utilize the customer management system to document customer and prospect interactions, send referrals, and update campaigns.

Penn Community Bank is an equal opportunity employer.