Personal Banker - South River; Ful-time
Listed on 2026-07-16
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Finance & Banking
Banking & Finance -
Sales
Banking & Finance
Personal Banker – South River (Full Time)
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 Person al Banker position is a dynamic position that performs both transaction and sales and service duties. The responsibilities may vary day to day based on the needs of the branch office. Responsibilities include responding to customer needs by processing a variety of financial transactions, including but not limited to 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.
The Person al Banker may also research and resolve account issues and/or inquiries and promote organizational products and services by referring current or prospective customers to other departments within the organization.
This position is responsible for meeting sales expectations, which include deposit, loan and revenue expectations, generating sales and referrals as well as managing and balancing cash drawers. Responsibilities also include assisting the Assistant Branch Manager with daily branch responsibilities and processes, end‑of‑day functions, and reporting according to branch tasks, policies and procedures.
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.
Key Responsibilities- Meet sales referrals and cross‑selling goals by knowing 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 the consultative needs assessments of customers, developing new relationships, expanding existing ones and is responsible for 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 goals of the branch; 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
- 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 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
- Demonstrates positive and professional demeanor with all customers and co‑workers
- Strong math and analytical skills
- Understand and adhere to safety…
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