Peoples Security Bank & Trust Company
Moosic, Pennsylvania
Description: General Responsibilities Virtual Bankers provide exceptional customer service and sales support to customers and prospects across phone, chat, video, and digital channels. They focus on understanding customer needs, providing tailored financial solutions, deepening relationships, and supporting daily operational activities - while reinforcing the Bank's One Bank/One Team/One Brand culture. This is a hybrid position that requires on-site attendance for training and, thereafter, two days per month. Candidates must reside within a reasonable commuting distance of Moosic, PA. Essential Functions The following duties are representative of the essential functions of the position. Engage and advise customers in a virtual environment to attract, retain, and grow relationships through inbound and outbound interactions. Deliver high-quality service by resolving inquiries related to deposit accounts, loans, fees, and digital services with accuracy and professionalism. Educate and support customers in the use of digital banking tools and technology-based services to promote confidence and adoption. Identify customer needs and refer clients to appropriate internal partners (Loans, Cash Management, Merchant Services, Wealth Management) to deliver comprehensive solutions. Support onboarding outreach, follow-up communications, and participation in targeted sales and relationship-building campaigns. Manage inbound and outbound calls; de-escalate customer concerns using empathy and problem-solving skills. Utilize bank systems and MyPSBT to document interactions, track referrals, and manage follow-up activities. Maintain current knowledge of bank products, services, systems, and procedures; participate in ongoing training and development. Collaborate with and support team members through knowledge sharing, mentoring, and teamwork. Consistently meet or exceed established customer engagement, sales, and referral goals. Adhere to all bank policies, procedures, regulatory requirements, and risk management practices; support audit and examination requests as needed. Maintain NMLS registration or the ability to obtain and maintain registration, when required. Scheduling : A rotating Saturday schedule is required Ancillary Duties Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer. Requirements: Education/Training: Associate's degree or equivalent experience normally required with specialized bank operations training/ education Knowledge/Skills/Abilities: Demonstrates strong leadership, coaching, and mentoring abilities with advanced communication and emotional intelligence skills. Possesses solid mathematical aptitude, general accounting knowledge, and advanced understanding of bank products, procedures, and digital banking tools. Delivers advanced customer service and relationship management using consultative sales techniques to strengthen loyalty and outcomes. Exhibits strong judgment, strategic thinking, and decision making skills, supported by analytical, problem solving, project, and time management capabilities. Effectively coaches, trains, and mentors team members while maintaining integrity, confidentiality, adaptability, and ethical standards. Proficient in PC and technical applications, including Microsoft Excel, Word, OneNote, and PowerPoint, with the ability to manage escalated customer issues using a solution focused approach. Experience: At least 4 years of related experience is normally required, with demonstrated success in customer service, sales support, and call center operations Required Certifications/ Licenses: NMLS registration or ability to obtain and maintain, as applicable Travel Requirements: Travel within the Bank's geographic footprint PIc593d862683f-1705
Description: General Responsibilities Virtual Bankers provide exceptional customer service and sales support to customers and prospects across phone, chat, video, and digital channels. They focus on understanding customer needs, providing tailored financial solutions, deepening relationships, and supporting daily operational activities - while reinforcing the Bank's One Bank/One Team/One Brand culture. This is a hybrid position that requires on-site attendance for training and, thereafter, two days per month. Candidates must reside within a reasonable commuting distance of Moosic, PA. Essential Functions The following duties are representative of the essential functions of the position. Engage and advise customers in a virtual environment to attract, retain, and grow relationships through inbound and outbound interactions. Deliver high-quality service by resolving inquiries related to deposit accounts, loans, fees, and digital services with accuracy and professionalism. Educate and support customers in the use of digital banking tools and technology-based services to promote confidence and adoption. Identify customer needs and refer clients to appropriate internal partners (Loans, Cash Management, Merchant Services, Wealth Management) to deliver comprehensive solutions. Support onboarding outreach, follow-up communications, and participation in targeted sales and relationship-building campaigns. Manage inbound and outbound calls; de-escalate customer concerns using empathy and problem-solving skills. Utilize bank systems and MyPSBT to document interactions, track referrals, and manage follow-up activities. Maintain current knowledge of bank products, services, systems, and procedures; participate in ongoing training and development. Collaborate with and support team members through knowledge sharing, mentoring, and teamwork. Consistently meet or exceed established customer engagement, sales, and referral goals. Adhere to all bank policies, procedures, regulatory requirements, and risk management practices; support audit and examination requests as needed. Maintain NMLS registration or the ability to obtain and maintain registration, when required. Scheduling : A rotating Saturday schedule is required Ancillary Duties Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer. Requirements: Education/Training: Associate's degree or equivalent experience normally required with specialized bank operations training/ education Knowledge/Skills/Abilities: Demonstrates strong leadership, coaching, and mentoring abilities with advanced communication and emotional intelligence skills. Possesses solid mathematical aptitude, general accounting knowledge, and advanced understanding of bank products, procedures, and digital banking tools. Delivers advanced customer service and relationship management using consultative sales techniques to strengthen loyalty and outcomes. Exhibits strong judgment, strategic thinking, and decision making skills, supported by analytical, problem solving, project, and time management capabilities. Effectively coaches, trains, and mentors team members while maintaining integrity, confidentiality, adaptability, and ethical standards. Proficient in PC and technical applications, including Microsoft Excel, Word, OneNote, and PowerPoint, with the ability to manage escalated customer issues using a solution focused approach. Experience: At least 4 years of related experience is normally required, with demonstrated success in customer service, sales support, and call center operations Required Certifications/ Licenses: NMLS registration or ability to obtain and maintain, as applicable Travel Requirements: Travel within the Bank's geographic footprint PIc593d862683f-1705
Peoples Security Bank & Trust Company
Lancaster, Pennsylvania
Description: General Responsibilities: Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. May serve in a leadership capacity with direct reports. Essential Duties: Performs various duties relating to the Branch as follows: Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives. Processes all customer transactions (checks, deposits, withdrawals, payments, money orders, cashier's checks, cash advances, wires, etc.) efficiently, accurately, and compliantly. Balances cash drawer and night deposits. Replenishes, services, and balances the ATM. Manages vault transactions and balancing. Effectively provides guidance and oversight to daily work procedures, schedules, supplies, cash and currency. Well-practiced in policy and procedure in order to protect customer and Bank assets at all times. And keeps up-to-date on banking regulation changes to ensure compliance. Maintains working knowledge of Bank's consumer deposit and loan product offerings as well as business deposit and cash management services. Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc. Uses available resources to research more complicated matters with assistance, ensuring client concerns are addressed in a timely manner. Engages and advises customers in person and/or virtually in order to attract, retain, and grow relationships. Assists clients with deposit account and ancillary service selections in line with their needs, opening them in a timely manner. Has ability to obtain NMLS. Upon completion of licensing and training, can process and close consumer loans. Demonstrates and educates our customer base on our technology products and services. Promptly and effectively refers clients and prospects to the appropriate partner to meet their needs for loans, cash management, merchant, or wealth management services. Able to act as a banking ambassador out in the community by jointly attending events, tabling, and educating the public on matters of financial literacy and the bank's products and services. May supervise Personal Bankers, providing onboarding, coaching, and development in order to contribute to staff success. Assists in the Talent Acquisition and Performance Evaluation Process as appropriate. Ancillary Duties: Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Basic Qualifications: Education/Training: A high school diploma or equivalent required. Associate's or Bachelor's degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building and management needed. Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; able to lead, coach and motivate others; possess a sound knowledge of branch transactional tasks and operations; be conversant in consumer and business financial products and services; proficient in use of various types of technology and software. Experience: A minimum of 2-4 years' experience in a related position normally required. PI8c211078fc14-9902
Description: General Responsibilities: Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. May serve in a leadership capacity with direct reports. Essential Duties: Performs various duties relating to the Branch as follows: Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives. Processes all customer transactions (checks, deposits, withdrawals, payments, money orders, cashier's checks, cash advances, wires, etc.) efficiently, accurately, and compliantly. Balances cash drawer and night deposits. Replenishes, services, and balances the ATM. Manages vault transactions and balancing. Effectively provides guidance and oversight to daily work procedures, schedules, supplies, cash and currency. Well-practiced in policy and procedure in order to protect customer and Bank assets at all times. And keeps up-to-date on banking regulation changes to ensure compliance. Maintains working knowledge of Bank's consumer deposit and loan product offerings as well as business deposit and cash management services. Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc. Uses available resources to research more complicated matters with assistance, ensuring client concerns are addressed in a timely manner. Engages and advises customers in person and/or virtually in order to attract, retain, and grow relationships. Assists clients with deposit account and ancillary service selections in line with their needs, opening them in a timely manner. Has ability to obtain NMLS. Upon completion of licensing and training, can process and close consumer loans. Demonstrates and educates our customer base on our technology products and services. Promptly and effectively refers clients and prospects to the appropriate partner to meet their needs for loans, cash management, merchant, or wealth management services. Able to act as a banking ambassador out in the community by jointly attending events, tabling, and educating the public on matters of financial literacy and the bank's products and services. May supervise Personal Bankers, providing onboarding, coaching, and development in order to contribute to staff success. Assists in the Talent Acquisition and Performance Evaluation Process as appropriate. Ancillary Duties: Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Basic Qualifications: Education/Training: A high school diploma or equivalent required. Associate's or Bachelor's degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building and management needed. Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; able to lead, coach and motivate others; possess a sound knowledge of branch transactional tasks and operations; be conversant in consumer and business financial products and services; proficient in use of various types of technology and software. Experience: A minimum of 2-4 years' experience in a related position normally required. PI8c211078fc14-9902