Senior Financial Sales and Service… at Mid Penn Bank · Steelton

A great banking experience starts with a great team! Mid Penn Bank is now hiring a Senior Financial Sales and Service Specialist to support our Financial Center in Steelton, PA.

We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. We are committed to diversity, equity, and inclusion. People from underrepresented communities, Veterans, individuals with disabilities, and bilingual candidates are strongly encouraged to apply.

Position Overview

The Senior Financial Sales and Service Specialist is responsible for performing a variety of duties to support the customer service function of a community office, coordinating work within the department, as well as with other departments. This individual will have the capability to provide supervisor overrides and will at times act as the supervisor over daily functions and operations in the absence of the manager and assistant manager. The Senior Financial Sales and Service Specialist is also responsible for reporting pertinent information to the immediate supervisor and responding to inquiries or requests for information.

Essential Duties and Responsibilities

• Opens deposit accounts and takes loan applications.
• Responds to customer questions, quotes rates and payments, recommends services.
• Helps with account maintenance such as address changes, change of account signers, etc.
• Assists customers in obtaining specialized services from other departments, such as mortgage, wealth management, merchant services, trust services, and commercial loans; provides help to customers with specific inquiries or service problems.
• Takes ownership of customer issues and ensures that a resolution is found, needing little to no guidance from a supervisor.
• Interviews customers to obtain information and explain available services such as Savings and Checking Accounts, Individual Retirement Accounts, Certificates of Deposit, Loan Applications, etc.
• Seeks out new opportunities to deepen relationships with current clientele through suggestive sales techniques.
• Participates in sales activities focusing on prospective clientele, both personal and business.
• Effectively utilizes the Customer Relationship Management program to track customer sales and service activities as well as cultivate prospective opportunities within the office’s market area.
• Takes initiative to make outbound calls to customers to uncover additional opportunities to broaden the customer relationship.
• Completes the documentation and performs point-of-sale processing on all types of new accounts, both business and personal.
• Maintains a thorough knowledge of the features and benefits of all products and services in order to ascertain customer needs and to participate in selling in conjunction with these needs.
• Facilitates the loan process from origination through closing.
• Responsible for understanding the Company’s Bank Secrecy Act/Anti-Money Laundering (BSA/AML) Policy and ensuring the duties related to the policy, including accurate and timely completion of Currency Transaction Reports and Suspicious Activity Reporting, are in compliance with organization’s expectations and federal regulations.
• Follows the Customer Identification Policy (CIP) to ensure accurate identification of customers during the account opening process and reviews account information during service interactions to maintain accurate and up-to-date customer records.
• Evaluates risk when making decisions for supervisor overrides or situations related to maintaining security controls to protect against criminal or fraudulent activities.

Education & Qualifications

• A high school diploma or equivalent with an emphasis in a business curriculum.
• A minimum of three (3) years’ related work experience or specialized retail banking education and training normally required.
• Notary experience preferred or ability to obtain notary as needed.
• Current National Mortgage Licensing Registration (NMLS #) preferred or ability to obtain and properly maintain a NMLS # in order to take applications for loans that are secured by residential real estate is a requirement of this position.
• Ability to work a flexible schedule as required to meet operating needs.
• Regular and predictable attendance is required.

Skill(s)

Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; knowledge of policies and procedures; supervisory skills sufficient to manage employees; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual , auditory and speaking skills; valid driver’s license is required.

Equipment/Machines

Telephone

PC/Computer keyboard

Printer

Calculator

Fax machine

Copy machine

Remote capture machine

ATM/ITM

Pay Transparency

We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

Benefits

Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.

In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.

EEO Statement

Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.

Equal Opportunity Employer–Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.