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Peoples Security Bank & Trust · 18 hours ago

Community Banking Advocate

Bethlehem,PA,US

Full-time

Hybrid

Senior Level

5+ years exp

Peoples Security Bank & Trust is seeking a Community Banking Advocate to engage with the community and support underserved populations. The role involves acquiring new customer relationships, providing financial education, and ensuring compliance with policies and regulations.

BankingFinancial ServicesInsurance

Responsibilities

Actively seeks to acquire new customer relationships throughout the entire community with a focus on underserved populations

Proactively supports customers through various stages of their financial lives by providing prudent financial education and guidance

Builds loyal client following and reputation of community integrity with each customer interaction

Ensures compliance with operating policies and procedures and regulatory requirements

Communicates with appropriate management and staff personnel

Provides periodic reporting on business development and goal achievement

Utilizes One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives

Works with local non-profit and faith-based organizations to reach financially underserved areas, including low-to-moderate income

Effectively communicates, educates, and relates to diverse groups on matters of financial literacy and the bank’s product suite

Routinely performs planned, proactive networking and outbound calling to attract new clientele and grow existing relationships

Well versed in bank’s retail and small business product and service suite, capably referring prospects and clients to banking partners

Collaborates with branch staff to deliver needs-based financial solutions in various offsite/in-community locations

Uncovers lending needs and sources consumer and residential mortgage opportunities in accordance with regulations and policies

Takes a disciplined approach to relationship management, routinely contacting prospects and customers to provide financial guidance where needed

Implements strategies to achieve goals developed for the In-Community effort as part of the Retail Banking Division’s annual operating plan

Maintains timely performance reporting of efforts and accomplishments, utilizing appropriate bank systems, including CRM (Customer Relationship Management) software

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

Qualification

NMLS registrationNetworking in non-profit sectorFinancial literacy educationBanking products knowledgeCRM software proficiencyBilingualInterpersonal skillsProblem solving skills

Required

Eligible candidates must reside within a commutable distance of Bethlehem, PA