Onsite Community Banking Specialist

Posted yesterday

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About the role

  • Floating Community Banking Specialist role contributing to the financial well-being of customers in York and Lancaster Counties. Delivering exceptional service and achieving sales goals in a banking environment.

Responsibilities

  • Meet and exceed customer satisfaction goals by ensuring accurate profiling, delivering tailored solutions, and maintaining a customer-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 customer relationships by successfully referring clients to other lines of business (Wealth Management, Mortgage Lending, etc.) and fostering team collaboration.
  • 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.

Requirements

  • Minimum of 2 years in banking or a related position with proven success in meeting sales goals and delivering exceptional customer service.
  • Proficient in Microsoft Office programs
  • Multitasking
  • Attention to detail
  • Interpersonal communication
  • Reliable transportation required.
  • Familiarity with the York, Hanover, and Western Lancaster areas and those communities are highly preferred.

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

Job title

Community Banking Specialist

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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