Key skills
CommunicationCollaborationSales
About this role
Role Overview
- Create exceptional client experiences by assessing financial needs and offering personalized banking solutions
- Open deposit accounts and process consumer credit and loan applications with precision and efficiency
- Build long-term relationships with clients through needs-based selling and proactive outreach
- Stay informed on competitor offerings and market trends to provide clients with valuable insights
- Manage risks and regulatory compliance while resolving client inquiries promptly and effectively
- Meet and exceed client satisfaction goals by ensuring accurate profiling, delivering tailored solutions, and maintaining a client-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 client relationships by successfully referring clients to other lines of business (Wealth Management, Mortgage Lending, etc.) and fostering team collaboration
Requirements
- Minimum of 2 years in banking with proven success in meeting sales goals
- Exceptional relationship builder
- Proficient in Microsoft Office programs
- Multitasking skills
- Attention to detail
- Interpersonal communication skills
- Familiarity with the Downtown York area and its community is highly preferred
- High school diploma or equivalent required
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 eleven (12) Bank paid holidays
- Career growth and ongoing training and development opportunities
- Team centered work environment
- Employee recognition & service awards