Relationship Banker- Newtown

Job description:

• 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 the attainment of 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 and consistently utilize the customer management system to document customer and prospect interactions, send referrals, and update campaigns.

• 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.

Penn Community Bank is an equal opportunity employer.