PB II / Sales Support

Job Description

Job Description

This position is a 30 hours/week position currently, with potential to increase in the future. Build Relationships. Deliver Solutions. Grow Your Career.

MCT is seeking a customer-focused, sales-driven Personal Banker II/Sales Support to join our branch team. This role combines relationship banking, customer service, lending support, and operational excellence to help customers achieve their financial goals while contributing to branch growth and success.

As a Personal Banker II, you will serve as a trusted financial partner for our customers, identifying needs, recommending solutions, opening accounts, supporting loan requests, and making referrals to specialized banking partners. You'll also provide leadership and mentorship to newer team members while helping ensure smooth branch operations.

What You'll DoCustomer Relationship & Sales

• Build and maintain strong customer relationships through exceptional service and proactive outreach.
• Open and service deposit accounts, consumer loans, and other banking products.
• Identify customer needs and recommend appropriate financial solutions.
• Generate new business through referrals, networking, and customer relationship development.
• Refer customers to specialized partners, including Wealth Management, Cash Management, Mortgage, Commercial Lending, Merchant Services, and Business Banking.
• Support branch sales initiatives and help achieve individual and team goals.

Lending & Financial Services

• Process loan applications and assist customers with consumer and real estate-secured lending products.
• Support loan closings and ensure accurate documentation.
• Assist customers with more complex banking and lending needs.

Customer Service & Teller Operations

• Deliver outstanding service by resolving customer inquiries and account issues promptly and professionally.
• Perform teller transactions accurately and efficiently.
• Maintain compliance with all bank policies, procedures, and regulatory requirements.

Team Leadership & Branch Support

• Serve as a resource and mentor to less experienced team members.
• Assist with onboarding, training, and coaching new Personal Bankers.
• Participate in branch marketing events and community outreach activities.
• Prepare reports and provide information requested by management.

Sales Administration & Operational Support

• Maintain deposit and loan sales pipelines.
• Track sales activity, referrals, and performance metrics.
• Prepare and distribute sales and pipeline reports.
• Coordinate meetings, customer follow-up, and sales activities.
• Support lending and sales teams with documentation, scheduling, and administrative functions.
• Ensure timely follow-through on customer leads and referrals.

QualificationsRequired

• High school diploma or equivalent.
• 2–4 years of personal banking, retail banking, or related financial services experience.
• Proven success in sales and cross-selling financial products and services.
• Strong customer service and relationship-building skills.
• Proficiency with Microsoft Word, Excel, and Outlook.
• Effective verbal and written communication skills.
• Strong problem-solving and decision-making abilities.

Preferred

• Working knowledge of wealth management products and services.
• Experience with consumer lending and loan documentation.
• Leadership, coaching, or mentoring experience.

What Makes You Successful

• Passion for helping customers achieve financial success.
• Ability to identify opportunities and confidently recommend solutions.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Commitment to teamwork, professionalism, and community involvement.

Physical Requirements

This position is primarily performed in a branch office environment and requires the ability to:

• Operate standard office equipment and banking systems.
• Move throughout the branch during the workday.
• Communicate effectively with customers and team members in person and by telephone.
• Perform light to moderate lifting and carrying of office materials.
• Work extended hours as needed to support business needs.

Why Join MCT?

At MCT, we believe banking is about people. We are committed to building lasting relationships with our customers, supporting our communities, and providing opportunities for our employees to grow professionally. If you're looking for a rewarding career with a community-focused organization, we'd love to hear from you.

Apply today and become part of a team dedicated to helping customers and communities thrive.

Employment at Mauch Chunk Trust is contingent upon the successful completion of a federal and state criminal background check and a credit check . These checks will be conducted prior to the start of employment to ensure compliance with regulatory and company standards. Any offer of employment is conditional upon passing these background screenings. Failure to meet the required criteria may result in the withdrawal of the employment offer.