Floating Community Banking Specialist

Job Description

Job Description

Position Title: Floating Community Banking Specialist (also known as Platform Specialist, Universal Banker, or Relationship Banker)

Location: York and Lancaster Counties, Pennsylvania

Are you a banking professional with the drive to provide exceptional service and meet performance goals?

Join our team as a Floating Community Banking Specialist and play a pivotal role in shaping the financial well-being of our customers and community. We're looking for someone with banking experience (preferred), a passion for relationship-building, flexibility, and the ability to deliver results.

What We’re Looking For:

• Banking Experience: Minimum of 2 years in banking or a related position with proven success in meeting sales goals and delivering exceptional customer service.
• Skills & Qualifications: Proficient in Microsoft Office programs, multitasking, attention to detail, and interpersonal communication. Reliable transportation required.
• Education: High school diploma or equivalent required.
• Local Expertise: Familiarity with the York, Hanover, and Western Lancaster areas and those communities are highly preferred.

Key Responsibilities:

1. Customer Satisfaction: Meet and exceed customer satisfaction goals by ensuring accurate profiling, delivering tailored solutions, and maintaining a customer-centric approach aligned with Service Excellence Standards.
2. Sales Performance: Achieve and surpass individual sales targets while contributing to office-wide sales objectives by effectively identifying cross-selling and referral opportunities.
3. Risk Management: Ensure compliance with all internal controls and regulatory requirements, minimizing risk to the bank and safeguarding against fraudulent activity.
4. Operational Accuracy: Maintain high levels of accuracy and completeness when opening deposit accounts, processing loan applications, and conducting financial transactions.
5. Collaborative Partnerships: Strengthen customer relationships by successfully referring clients to other lines of business (Wealth Management, Mortgage Lending, etc.) and fostering team collaboration.

What You’ll Do:

• Travel to assigned community banking offices across York and Hanover, Oregon Pike, and State Road in Lancaster, to provide front-line support and seamless customer service. Stipend provided for travel.
• Create exceptional customer 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 customers through needs-based selling and proactive outreach.
• Stay informed on competitor offerings and market trends to provide customers with valuable insights.
• Manage risks and regulatory compliance while resolving customer inquiries promptly and effectively.
• Serve as a mentor and provide support to other Community Banking Specialists and Associates.

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 12 Bank paid holidays;
• Career growth and ongoing training and development opportunities;
• Employee recognition & service awards.

Why Join Us?

Be part of a dynamic, customer-focused environment where your expertise and commitment to excellence make a tangible impact and no two days are the same! We value collaboration, growth, and innovation—helping you achieve professional milestones while contributing to the success of our team and community.

Apply today to take your career to the next level! -employment

Locations: 17402, 17404, 17401, 17362, 17331, 17601