Senior Personal Banker - Bloomingdale

Senior Personal Banker - Bloomingdale (Full-Time)

At Provident Bank, 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. Researches and resolves complex account issues and/or customer inquiries. Promotes organizational products and services by referring current or prospective customers to the Assistant Branch Manager, Branch Manager, Market Sales Manager, or appropriate internal or external business partners.

Additional responsibilities include processing customer transactions, including but not limited to check cashing, withdrawals, deposits, and loan payments.

This position will focus on managing a book‑of‑business that is comprised of customers with the management objectives being retention and relationship development. Serves as a liaison to actively refer and coordinate specialist support from lending, investment, trust specialists, treasury management and other internal and external business partners. The Senior Personal Banker is self‑motivated, a problem solver, functions independently and as an operational supervisor when necessary, and provides flexibility of coverage for the Branch by providing all aspects of sales and service.

This position 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.

• Meet sales referrals and cross‑selling goals by understanding the features and benefits of all products and services to satisfy the needs of the customers.
• 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.
• Advance the Bank’s Corporate Sales Program through consultative need assessments of customers, developing new relationships, expanding existing ones and managing and growing a book‑of‑business.

• 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.

• 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 other 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 more complex and escalated customer questions and inquiries, including providing supervisor overrides when needed.
• Perform transactions including but not limited to 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.

• High school diploma or GED.
• Minimum of 6…