At a Glance
- Tasks: Assist customers with banking needs and provide exceptional service in a dynamic branch environment.
- Company: Join a supportive bank that values diversity and community engagement.
- Benefits: Competitive pay, 401(k) matching, paid time off, and career growth opportunities.
- Other info: Work in a collaborative team and enjoy a flexible schedule.
- Why this job: Make a real difference in customers' lives while developing your financial services skills.
- Qualifications: High school diploma or GED; customer service experience preferred.
The predicted salary is between 24 - 24 £ per hour.
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function. The role is responsible for providing an exceptional in-branch customer experience by handling every customer need including teller transactions, sales and service. Utilizing a needs-based selling approach, the Personal Banker will provide solutions based on customer needs and how they like to conduct their banking. In addition, this position will be responsible for referrals to the other lines of business to meet the customer's financial needs. The Personal Banker will work with the branch team and partners to attain the branch strategic goals.
Duties & Responsibilities:
- Personal Bankers are responsible for offering and selling bank products and services to both consumer and small business customers, including but not limited to: Checking and Savings Accounts, Certificates of Deposit, Individual Retirement Accounts (IRAs).
- Operates a teller window regularly to meet the needs of the branch clientele.
- Provides exceptional customer service while listening for sales opportunities, explains and promotes bank products and/or services to customers and actively participates in referral opportunities.
- Effectively use sales skills such as: effective listening, identifying needs, expanding and deepening customer relationships, responding to verbal and non-verbal clues, presenting solutions through product benefits, establishing a clear difference, overcoming objections, asking for the business.
- Follow up with prospects and current customers to promote new products and services and/or thanking customers for existing banking relationship.
- Actively engage with valued customer relationships to promote growth and retention.
- Maintains confidentiality in handling customer and bank information.
- Follows security policies and procedures to prevent bank and customer losses.
- Resolves customer complaints and escalates appropriately.
- Maintains a detailed level of knowledge on retail products and services.
- Works collaboratively with the branch team to achieve customer sales and service objectives.
Qualifications:
- Bachelor degree preferred
- High school diploma/GED
- Two or more years of related experience in Financial Services industry
- Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
- Thorough knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Effective selling and referral skills
- Strong verbal and written communication skills
- Ability to work a schedule that includes Saturdays
First Bank is an EEO/AA Employer, M/F-Disabled-Veteran and LGBTQ+ can apply to our company for employment opportunities.
Job Type: Full-time
Salary: From $20.00 - $24.00 per hour
Benefits: 401(k), 401(k) matching, Paid time off
Schedule: Monday to Friday, Weekends as needed
Experience: Cash handling: 1 year (Preferred), Banking: 1 year (Preferred), Customer service: 1 year (Preferred)
Work Location: In person
Personal Banker - Devon, PA employer: First Bank
First Bank is an exceptional employer located in Devon, PA, offering a dynamic work environment where Personal Bankers can thrive. With a strong focus on employee growth and development, the bank provides comprehensive training and opportunities for advancement, all while fostering a collaborative culture that prioritises customer satisfaction and teamwork. Employees enjoy competitive salaries, a robust benefits package including 401(k) matching, and the chance to make a meaningful impact in the community through their customer interactions.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Banker - Devon, PA
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like First Bank. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Personal Banker - Devon, PA
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to First Bank.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on First Bank's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at First Bank
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with First Bank.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at First Bank will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former First Bank employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
