Personal Banker Full-Time

Mauch Chunk Trust Company
Tamaqua, PA

Full Time On-Site position at the Hometown, PA

No re-location assistance is offered.

 

GENERAL DUTIES AND RESPONSIBILITIES:

The Personal Banker is responsible for promoting business for the Bank and maintaining good customer relations by performing as an active member of the branch office sales/service team: conducts sales and cross-sales of all financial products and services to prospective and existing customers; completes documentation and performs point-of-sale processing of all types of new accounts and loan applications; identifies and refers prospective customers to the Wealth Management area of the Bank: provides direct teller service to Bank customers; responds to inquires and request from customers; provides leadership and support to less experienced staff members.

ESSENTIAL JOB FUNCTIONS:

1. Actively assists in performing the branch office sales function:

a. Completes the documentation and performs point-of-sale processing on all types of new accounts, services and loan applications/closings.

b. Assists in obtaining sales and growth objectives for the branch.

c. Solicits new business from existing and prospective customers; maintains ongoing business relationship with present customers in order to maximize cross-selling opportunities.

d. Actively makes referrals to the Wealth Management area of the bank.

e. Provides sales information on a timely basis for sales performance reports via bank software programs.

f. Monitors individual sales performance versus objectives monthly; frequently reviews current job performance with supervisor.

g. Demonstrates sufficient sales skills to meet assigned goals by following the MCT Sales Process and Customer Contact Program.

2. Maintains a thorough knowledge of the features and benefits of all of the Bank's products and services in order to determine how best to meet the customer's needs in order to cross sell bank products and services.

3. Maintains a working knowledge of general financial issues customers face related to asset management, credit management, education, family support and retirement in order to assist customers in obtaining specialized services from other divisions as necessary.

4. Provides direct service to customers with respect to deposit products and services; provides help to customers with specific inquiries or service problems.

5. Performs various teller duties relating to paying, receiving, and balancing functions. Position may require staff to "float" to other Bank locations as needed.

6. Provide leadership and support to less experienced staff members.

7. Personally prepares various forms and reports and provides information as requested by management.

8. Complies with all corporate policies, procedures and federal regulations.

9. Offers suggestions and participates with branch event marketing activities.

10. Performs any other related duties as assigned or as necessary.


EDUCATION, TRAINING AND EXPERIENCE:

Education - high school diploma or equivalent

One to three years personal banker experience

Proven track record in selling bank products

Working knowledge in wealth management

Problem solving and decision making skills

Intermediate keyboarding skills

Moderately complex math skills

Ability to create written materials

Ability to communicate effectively with co-workers and customers

Physical/Mental Requirements:

Job functions are performed in an office environment. Incumbent operates various types of office equipment, secures supplies and files, communicates with customers and/or other employees and is frequently required to move about the branch and/or office location. Physical demands involve any or all of the following: digital dexterity and eye/hand coordination in the operation of office equipment; light to moderate lifting and carrying of supplies, files, etc.; the ability to speak to and to hear customers and/or other employees on the telephone and in person; body and motor skills sufficient to enable the incumbent to move from one office location to another; must be capable of learning to use complex data processing equipment and performing moderate to complex mathematical calculations; must be able to work extended hours as needed.

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.

Posted 2025-10-09

Recommended Jobs

Quality assurance specialist

PNC
Pittsburgh, PA

R200809 Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience…

View Details
Posted 2025-10-06

Union mobile operating engineer

Cushman & Wakefield
Harrisburg, PA

Job Title [UNION] Mobile Operating Engineer Job Description Summary This position supports the Assistant and/or Chief Engineer and Sr. Facilities Manager in the day-to-day maintenance, re…

View Details
Posted 2025-10-06

Mixer 2nd and 3rd Shift

Meiji America
York, PA

SUMMMARY: The primary function of a Mixer is to combine raw ingredients from silos, bulk bins and scaled ingredients into the mixer following a predetermined formula to produce consistent batches…

View Details
Posted 2025-09-10

Team lawyer

Wilson Elser Business & Legal Professionals
Philadelphia, PA

Wilson Elser is a leading defense litigation law firm with more than 1300 attorneys in 43 offices throughout the United States. Founded in 1978, we rank among the top 100 law firms identified by The…

View Details
Posted 2025-10-06

Senior Python Backend Engineer | $130K-$160K + Hybrid | SaaS Outage Business Intelligence Company

Phillytech.co
Philadelphia, PA

Company Description You must require no work sponsorship - this is a hybrid role with 3 days in the office. Are you ready to help protect some of the world’s most critical infrastructure? …

View Details
Posted 2025-09-14

Server/Bartender

Comfort Inn Conference Center/Seasons Event Center/Inndigo Blue Restaurant
Penn Hills, PA

Job Description Job Description Comfort Inn/ Seasons Events Center and InnDIGO Blue is looking for experienced servers and bartenders. 2 yeas experience prefered but not required. All servers and…

View Details
Posted 2025-09-20

Retail store manager

Skechers
Lancaster, PA

Our Store Managers make an incredible impact everyday - on our customers, our teams and our company. They lead, guide, teach, merchandise, sell, process shipment, inspire, manage product, replenish, …

View Details
Posted 2025-10-06

Entry Level Sales Associate $700-$1,000 PER WEEK

Revelare Kitchens
Lancaster, PA

Job Description Job Description On a mission to provide unique solutions to homeowners. We are an EXCLUSIVE SERVICE PROVIDER for The Home Depot . We serve The Home Depot retail stores from S…

View Details
Posted 2025-07-28

EPM OneStream Solutions Architect, Sr. Manager Save for Later Remove job

PwC
Philadelphia, PA

A career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the…

View Details
Posted 2025-09-04

Electrical designer

Actalent
Allentown, PA

Job Title: Electrical Designer Job Description The Electrical Designer will be responsible for creating designs using AutoCAD for various commercial and retail projects. The role involves devel…

View Details
Posted 2025-10-06