Provident Bank - Boonton, NJ

posted 4 days ago

Full-time - Mid Level
Boonton, NJ
Credit Intermediation and Related Activities

About the position

The Senior Personal Banker at Provident Bank plays a crucial role in enhancing customer relationships and driving sales within the branch environment. This position focuses on providing exceptional customer service, managing a book of business, and promoting the bank's products and services while ensuring compliance with operational standards.

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 consultative needs assessments of customers, developing new relationships, expanding existing ones and managing 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
  • 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

Requirements

  • High school diploma or GED
  • Minimum of 6 months providing sales/service to customers in a retail environment
  • Strong interpersonal skills, including listening, written and verbal communication
  • Ability to work a flexible schedule based upon the needs of the business
  • Demonstrate a positive and professional demeanor with all customers and co-workers
  • Strong math and analytical skills
  • Ability to handle escalated matters and problem solve for resolution
  • Understand and adhere to safety and security practices
  • Demonstrate and apply good relationship building skills
  • Proficient at establishing strong connections with customers and prospective customers through consultative conversations affording presentations of sales opportunities
  • Strong customer service and advocacy skills
  • Strong organizational and time management skills
  • Strong PC skills. Ability to quickly learn various computer programs, including Microsoft office
  • Required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence.

Nice-to-haves

  • 2 years providing sales and service to customers in a retail environment
  • Retail banking experience
  • Supervisory experience
  • Life and Health Licenses to support investment program
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