Key skills
CommunicationCollaborationSales
About this role
Role Overview
- Meet and exceed customer satisfaction goals by ensuring accurate profiling, delivering tailored solutions, and maintaining a customer-centric approach aligned with Service Excellence Standards
- Achieve and surpass individual sales targets while contributing to office-wide sales objectives by effectively identifying cross-selling and referral opportunities
- Ensure compliance with all internal controls and regulatory requirements, minimizing risk to the bank and safeguarding against fraudulent activity
- Maintain high levels of accuracy and completeness when opening deposit accounts, processing loan applications, and conducting financial transactions
- Strengthen customer relationships by successfully referring clients to other lines of business (Wealth Management, Mortgage Lending, etc.) and fostering team collaboration.
Requirements
- High school diploma or equivalent required
- Minimum of 2 years in banking or a related position with proven success in meeting sales goals and delivering exceptional customer service
- Proficient in Microsoft Office programs
- Familiarity with the West York area and its community is highly preferred
- Multitasking, attention to detail, and interpersonal communication skills.
Benefits
- Benefits package including Health (starts on 1st of month after start date)
- Dental, and Vision Insurance
- Free/low cost supplemental health insurance programs for orthopedic/imaging services and high cost prescriptions
- 401K with up to 4% employer match
- Generous PTO package plus twelve (12) Bank paid holidays
- Career growth and ongoing training and development opportunities
- Team environment where relationships matter
- Employee recognition & service awards.