Personal Banking Advisor (Float)
Company: Reliance Savings Bank
Posted on: November 26, 2022
Reliance Bank is currently seeking candidates to join our team
in the role of Full-Time Personal Banking Advisor (PBA) based in
Altoona, PA. This is a "Floating" position, meaning that it may be
assigned to support any of our Blair County branches based on
business needs. A valid U.S. driver's license and
willingness/ability to travel between branch locations is required.
This position is paid for travel time and is eligible for mileage
reimbursement. This is an excellent opportunity for individuals
seeking to gain experience in the banking industry. Our Personal
Banking Advisors each complete a comprehensive hands-on training
program to orient them to all aspects of banking and provide them
with the knowledge to be successful in their roles. Prior banking
experience is not required. About this position: The Personal
Banking Advisor is the first and primary point of contact for
customers visiting the branch, either via lobby, phone or
drive-through. They will warmly greet and engage customers to
determine their banking needs. In the majority of cases, the PBA
will work with the customer to complete their banking transactions
from start to finish, ensuring a smooth and enjoyable banking
experience. Primary responsibilities of this position include:
Warmly greets and actively engages customers in the lobby or via
Provides excellent customer service in alignment with Reliance Bank
standards. This includes the prompt acknowledgement of customers;
maintaining a friendly and courteous disposition, and ensuring that
that customers are satisfied with all transaction requests.
Performs branch operational tasks on a daily, monthly, and/or
Facilitates Personal unsecured lending from application to closing.
Reviews all appropriate loan documents for loan closings and/or
adverse action; reviews said action with customers.
Accurately and efficiently completes the documentation and performs
processing on all types of new accounts (business and personal);
e.g., deposits, unsecured loans, etc.
Maintains a thorough knowledge of the features and benefits of
personal bank products and services.
Increases customer awareness of the technology available to them
through our products and services.
Recognizes potential opportunities for new business from both
present and prospective customers; maintains and develops ongoing
relationships with present customers in order to enhance
cross-selling activities. Ideal candidates should possess
exceptional interpersonal skills; a solution-driven mentality; a
passion for exemplary service; strong written and verbal
communication skills; proficient computer skills; ability to learn
and effectively operate various computer software programs; strong
time management and organizational skills; ability to bend, sit,
reach, walk up and down steps and stand for extended periods of
time; ability to lift and/or carry items approximately (50) lbs. or
less; visual and auditory skills. Required Education/Experience: A
High School Diploma or equivalent is required; a minimum of two (2)
years' experience in a customer-service based position preferred.
We are proud to offer our team members a comprehensive benefits
package, 401(k) retirement savings program, Paid Time Off, Paid
Holidays, annual bonus program, advancement opportunities, and a
welcoming work environment. Reliance Bank is an Equal
Opportunity/Affirmative Action Employer including Veterans
Keywords: Reliance Savings Bank, Altoona , Personal Banking Advisor (Float), Accounting, Auditing , Altoona, Pennsylvania
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