Mobile Personal Banker jobs in United States
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Shore United Bank · 1 day ago

Mobile Personal Banker

Shore United Bank is seeking a full-time Mobile Personal Banker to join our team. The role involves assisting clients in managing their bank accounts and finances, providing tailored banking solutions, and building long-term relationships with clients.

BankingFinancial ServicesLending
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Work & Life Balance

Responsibilities

Aid customers in opening, managing, and optimizing their bank accounts and other products
Ensure and maintain excellence in front-line coverage to greet and assist walk-in customers and cover the phones
Work closely with bank partners for client referrals to Merchant, Wye Financial, Commercial Relationship Managers, and Branch Lenders
Provide loan processing for customers based on loan authority established by Loan Policy; take applications and handle routine inquiries concerning loans, rates, and payment schedules
Work on Teller line as needed
Represent the Bank in a manner that maintains and expands positive relations with all customers, potential customers, and co-workers
Maintains the highest level of confidentiality with all information obtained
Train employees on beneficial customer conversations to help the employee meet the customer’s financial needs, i.e. referral training, cross-selling, needs conversations, etc
Perform customer requests including but not limited to check orders, issuing debit cards, address changes, changing of business signers, fraud disputes, and safe deposit box entry
Open new consumer and business accounts including CDs, IRAs, and safe deposit boxes
Provide superior customer service through conversation to identify additional client needs, in-person and over the phone
Help conduct and attend Branch Team Meetings
Maintains the highest level of confidentiality with all information obtained
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same
Participates in required training sessions, including training for compliance with BSA/AML policies and procedures

Qualification

Banking experienceConsumer lending knowledgeCustomer serviceLoan processingTraining skillsRelationship buildingConfidentiality

Required

High school diploma/GED equivalent
3 years' experience in banking with an understanding of consumer lending

Benefits

Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more!
Paid parental leave
401k savings plan with up to a 4% company match
Employee Stock Purchase Plan
Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
Opportunity for growth and advancement
Paid training program and continuous training sessions throughout the year on various topics
Generous paid time off and paid sick time
Community involvement opportunities

Company

Shore United Bank

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Shore United Bank provides banking, loans and other financial services.

Funding

Current Stage
Late Stage

Leadership Team

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James Burke
President &CEO
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John Chappelle
Executive Vice President, Chief Digital Officer
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Company data provided by crunchbase