Provident Bank
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 Personal Banker position is dynamic, performing both transaction and sales and service duties. Responsibilities may vary day to day based on the needs of the branch office.
Key Responsibilities Sales
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 and growing a book‑of‑business.
Service
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.
Operations
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 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.
Minimum Qualifications
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.
Demonstrate a positive and professional demeanor with all customers and co‑workers.
Strong math and analytical skills.
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/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 taking mortgage loan applications, negotiating or extending terms of a mortgage or other loan secured by a residence.
Preferred Qualifications
Prior retail banking experience.
Life and health licenses to support investment program.
Working Conditions
Retail banking branch areas; work performed under general office conditions.
Willing and able to work required overtime and travel to other locations/branches; flexible to new job locations and reassignments.
Lifting from 5 to 25 lbs. (coins).
Prolonged sitting/standing.
Occasional bending or stooping to retrieve coins from individual vault.
Normal office environment; moderate noise levels. May involve travel to customers and property locations.
Pay Details $17.90 – $22.36 per hour. Base pay may vary based upon candidate skills, experience, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based on company, business, and/or individual goal achievement and performance.
Benefits Team members accrue paid time‑off (PTO), receive holiday (PTO) and are eligible to participate in the bank’s health and wellness benefits including medical, dental, and vision plans; flexible and health savings accounts; and a 401(k) retirement plan.
Additional benefits: disability insurance, employee assistance program, basic life insurance, company-sponsored tuition disbursement and loan repayment programs. Voluntary benefits include supplemental life insurance, accident, critical illness, hospital indemnity, and legal plans.
EEO Statement Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of our strategy because culture is a critical differentiator for why people choose to work here.
We are an equal‑opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Senior Level
Entry level
Employment Type
Full‑time
Job Function
Finance and Sales
Banking
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The Personal Banker position is dynamic, performing both transaction and sales and service duties. Responsibilities may vary day to day based on the needs of the branch office.
Key Responsibilities Sales
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 and growing a book‑of‑business.
Service
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.
Operations
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 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.
Minimum Qualifications
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.
Demonstrate a positive and professional demeanor with all customers and co‑workers.
Strong math and analytical skills.
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/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 taking mortgage loan applications, negotiating or extending terms of a mortgage or other loan secured by a residence.
Preferred Qualifications
Prior retail banking experience.
Life and health licenses to support investment program.
Working Conditions
Retail banking branch areas; work performed under general office conditions.
Willing and able to work required overtime and travel to other locations/branches; flexible to new job locations and reassignments.
Lifting from 5 to 25 lbs. (coins).
Prolonged sitting/standing.
Occasional bending or stooping to retrieve coins from individual vault.
Normal office environment; moderate noise levels. May involve travel to customers and property locations.
Pay Details $17.90 – $22.36 per hour. Base pay may vary based upon candidate skills, experience, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based on company, business, and/or individual goal achievement and performance.
Benefits Team members accrue paid time‑off (PTO), receive holiday (PTO) and are eligible to participate in the bank’s health and wellness benefits including medical, dental, and vision plans; flexible and health savings accounts; and a 401(k) retirement plan.
Additional benefits: disability insurance, employee assistance program, basic life insurance, company-sponsored tuition disbursement and loan repayment programs. Voluntary benefits include supplemental life insurance, accident, critical illness, hospital indemnity, and legal plans.
EEO Statement Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of our strategy because culture is a critical differentiator for why people choose to work here.
We are an equal‑opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Senior Level
Entry level
Employment Type
Full‑time
Job Function
Finance and Sales
Banking
#J-18808-Ljbffr