Onsite Community Banking Specialist

Posted 7 hours ago

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About the role

  • 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
  • Team centered work environment
  • 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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