Senior Personal Banker - Hazlet
Listed on 2026-01-14
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Finance & Banking
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Location: Hazlet
Senior Personal Banker - Hazlet - Full-time
Join to apply for the Senior Personal Banker role at Provident Bank.
Position OverviewProvident Bank is a successful and highly regarded multi‑billion‑dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania, and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees’ experience.
Senior Personal Banker plays a key role in the Branch sales and service environment by building mutually beneficial and long‑term customer relationships, providing a positive customer experience and understanding our core culture of attraction, expansion, and retention of customer relationships. Responsibilities include greeting customers, performing needs‑based assessments, opening accounts, cross‑selling, tele‑consulting, developing relationships, servicing accounts, acting as lobby manager, researching and resolving complex account issues and/or customer inquiries, promoting organizational products and services, and processing customer transactions such as check cashing, withdrawals, deposits, and loan payments.
The position focuses on managing a book of business comprised of customers with the management objectives of retention and relationship development. The Senior Personal Banker acts as a liaison to coordinate specialist support from lending, investment, trust specialists, treasury management, and other internal/external business partners. The role involves serving as an operational supervisor when necessary and providing flexibility of coverage for the Branch.
Potential for 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 Sales- Meet sales referrals and cross‑selling goals by knowing the features and benefits of all products and services to satisfy customer needs
- Promote bank products, 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 assessment, developing new relationships, expanding existing ones and responsibility 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 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 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 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 check cashing, withdrawals, deposits and loan payments
- Prepare and/or complete Currency Transaction Reports and Suspicious Activity Forms 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 providing sales/service to customers in a retail environment
- Strong…
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