Community Banking Specialist offering personalized banking solutions while building relationships in Downtown York, PA. Join Traditions Bank focusing on client satisfaction and sales performance.
Responsibilities
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
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