The primary focus of a Personal Banking Consultant (PBC) is to establish relationships with customers and prospective customers in order to understand, identify, and satisfy their financial needs and to provide a positive customer experience during every branch interaction.
The PBC role is dynamic and includes fulfilling the customer’s transactional and service needs on a day-to-day basis. The PBC supports a variety of customer functions of the retail branch office: coordinating work within the unit or department, as well as with other units or departments; responding timely to inquiries or requests for information, provide solutions to complex questions, address and resolve customer concerns and provide financial solutions; escalate information to a supervisor when necessary, and engaged in identifying opportunities to offer additional bank products and services. The PBC offers products and services based on needs, as identified utilizing the skills learned in Retail Sales and Product training.
This is a full-time Seasonal Personal Banking Consultant Float position, supporting the Northern region including our Oak Ridge, Andover, Branchville, Cedar Crest Village, Franklin, Fredon, Newton-Hampton, Lafayette, Milton, Newfoundland, Sparta, Stanhope, Sussex Wantage, Vernon, Wharton and Woodland Commons offices.
At the completion of the assignment, you will be awarded a $1500.00 BONUS. We anticipate the assignment will end in August 2024. This date is subject to change based on business needs.
Key Responsibilities:
- Assist all bank customers and prospects with account inquiries on Lakeland Bank deposit, loan, and ancillary products and services. Required to identify Lakeland Bank products and services where appropriate or applicable.
- Responsible to refer bank products and services based upon customer needs; this includes deposit, loan and ancillary products and services. Referrals will assist in obtaining assigned qualified referral goals.
- Assist in completing all scheduled branch operations and functions. This includes responsibility of ATMs, TCRs, vault, ordering/shipping currency and coin, completing branch audits, process routine and non-routine transactions, safe deposit boxes, etc. Some of these responsibilities may be required on a daily basis.
- Assist customers and prospective customers daily with their financial needs, including but not limited to, account opening, account maintenance, accepting/submitting loan requests, and processing transactions. Fulfill regulatory disclosure requirements and the issuance of.
- Responsible to report all suspicious activity and large currency transactions based on bank BSA/AML policies and procedures.
- Ability to work independently on tasks and assignments that are may be complex in nature. Research and gather information to make and convey effective recommendations while maintaining proper BSA/AML regulatory and bank procedural compliance requirements.
- Follow established branch appearance and merchandising guidelines.
- Document required sales/service related activities in the bank CRM daily.
- Responsible to strictly adhere to all regulatory, compliance, BSA/AML, security and internal bank policies and procedures.
