Attain complete knowledge of products and services, recognize referral opportunities and successfully partner with appropriate business lines including mortgage, wealth, cash management, commercial lending and residential lending
Perform all teller and platform transactions promptly, efficiently and accurately.
Deliver and cross-sell banking products in conjunction with customers’ needs through platform interactions and teller line transitions
Assist in the attainment of branch-specific goals in conjunction with bank initiatives and the strategic plan
Provide best in class customer service to customers regarding daily transactions, addressing inquiries, problem resolution and customer follow up in accordance with all bank policies and expectations
Perform outbound sales activities including prospecting and outbound calling to prospective and existing customers, in persona, virtual and via phone.
Maintain a position of trust and responsibility by keeping all customers’ business confidential in accordance with bank policy
Operate technology as required
Consistent utilization of the customer management system to document customer and prospect interactions, send referrals and update campaigns.
Penn community Bank is an equal opportunity employer.
