Personal Banker - Newtown, PA

Provident Bank is a financially strong, community-focused bank with branches in New Jersey, Eastern Pennsylvania, and New York. We are committed to enhancing our customer and employees’ experience and to placing our employees, customers, and the communities we serve at the center of all we do.

Position Overview
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 dynamic, performing both transaction and sales/service duties. Responsibilities vary daily based on branch needs and include processing a variety of financial transactions, such as 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 needs-based assessments. The Person al Banker may research and resolve account issues or inquiries and promote organizational products and services by referring current or prospective customers to other departments.

This role is responsible for meeting sales expectations, including deposit, loan and revenue targets, generating sales and referrals, and managing and balancing cash drawers. Responsibilities also include assisting the Assistant Branch Manager with daily branch tasks and end-of-day processes and reporting according to branch 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.

• 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 and refer or resolve customer inquiries concerning accounts or other banking services.
• Actively refer customers for commercial products or services to the branch manager, market manager, or appropriate business partner.
• Exceed customer expectations through active engagement and dedication to servicing and building relationships.
• Advance the Bank s Corporate Sales Program through consultative assessments, 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 with digital technologies and referrals to other lines of business.
• Help maintain cost efficiency to achieve branch goals; ensure quality 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 risk control.
• Establish customer identity according to guidelines and adhere to all other compliance procedures.
• Assist branch management with branch operations as needed.
• Perform transactions including 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 during high call volumes and 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 on business needs
• Positive and professional demeanor with all customers and co-workers
• Strong math and analytical skills
• Understand and adhere to safety and security practices
• Strong relationship-building skills
• Proficient at establishing strong connections with customers and prospective customers through consultative conversations and presenting sales opportunities
• Strong customer service/advocacy skills
• Strong organizational and time management skills
• Strong PC skills and ability to quickly learn various computer programs, including Microsoft Office
• Required to register as a mortgage loan originator with the NMLS prior to taking mortgage loan applications or extending mortgage terms

• Prior retail banking experience
• Life and Health Licenses to support investment program

Retail Banking Branch Areas

Work is mainly performed in a retail banking environment. Overtime may be required. Travel to other locations/branches may be required. Flexibility to adapt to new locations is needed.

• Lifting from 5 to 25 lbs. (coins)
• Prolonged…