Banking Specialist III / East York Financial Center

York, PA
Jul 28, 2022
Aug 08, 2022
Accountant, IT
Full Time
Position SummaryThe Banking Specialist III will serve as the primary new account and loan representative for the financial center. This position will demonstrate strong client conversational skills utilizing the Bank defined conversation strategy. In addition, the Banking Specialist III will engage in conversational discovery with a client, aligning the needs of the client with the appropriate solution, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. As required, the Banking Specialist III may also provide support in processing paying/receiving transactions for client requests. The Banking Specialist III will possess good judgement and decision-making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience.Essential Requirements, Duties, and ResponsibilitiesSales & Strategic Planning:1) Through active engagement in client conversation and financial need exploration, supports the financial center market plan/business plan to support achievement of assigned quarterly and annual goals, specifically deposit & loan growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.2) Utilizes PeoplesBanks' client conversation model and various reporting to identify sales and service to sales opportunities, supporting the acquisition and expansion of client relationships. Tier III will be expected to receive formal certification of the PeoplesBank client conversation model within the first 6 months of assuming this position.3) Advanced knowledge of all Bank products, services, and usage channels, to identify client account and lending needs. This knowledge will include both personal and business product types.4) Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc. In addition, is proficient in all methods of client outreach to include utilization of Zoom for client appointments and tablets to support the in branch experience for the client.5) Supports all marketing and sales strategies through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate recommendations in support of goal attainment.Educational & Other RequirementsMinimum one-year experience of retail banking, performing paying/receiving functions.Minimum one-year experience of retail banking, account opening and sales and service transaction processing.Lending PreferredWorking knowledge of new technology products and services.Must be bondable.