Personal Banking Advisor

Website Reliance Bank

Personal Banking Advisor

Regular Full-Time

Martinsburg, PA, US

Requisition ID: 1070

Reliance Bank is currently seeking a Full-Time Personal Banking Advisor (PBA) to join our Martinsburg, PA Branch Team!

The Personal Banking Advisor will be responsible for a variety of duties to support the Personal Banking function of the office.

Primary responsibilities include:

  • Warmly greeting and actively engaging customers in the lobby or via the phone
  • Providing 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 quarterly basis.
  •  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.
  • Increase 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.

A High School Diploma or equivalent is required; a minimum of two (2) years’ experience in a related position preferred.

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