Personal Banking Consultant, Float - $ BONUS - Temp Assignment - Monmouth County

Location

Freehold, NJ | United States

Job description

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.

This is a Full-Time temporary assignment supporting our Little Silver, Asbury, Long Branch, Fair Haven, Freehold, Rumson and Shrewsbury offices. Y ou will be scheduled in different offices throughout the region, based on business needs

At the completion of the assignment, you will be awarded a $1500.00 BONUS. We anticipate the assignment will end on August 30, 2024. This date is subject to change based on business needs.

The PBC role is dynamic and includes fulfilling the customer’s transactional and service needs on a day-to-day basis. In addition, 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.

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.

• Ability to work in a highly engaged, learning environment. Actively shares knowledge and experience with team members and encourges others to do the same.
• Demonstrated positive and professional client-centric and service-oriented attitude
• Demonstrate excellent communication skills. Actively listens and responds, both verbally and in writing, in an effective and appropriate manner.
• Highly organized, ability to focus on the details. Ability to accurately complete assignments with competing deadlines.
• Ability to provide exceptional customer service to both internal and external customers
• Demonstrate exceptional professionalism through behavior and appearance.
• Demonstrate flexibility, adaptability and initiative
• Ability to work independently and as a part of a team
• Ability to execute logical thinking methods and decision-making while maintaining a positive and effective end-user experience.
• Intermediate proficiency with computers and Microsoft Office Suite
• Eligible to register with NMLS (Nationwide Mortgage Licensing System & Registry)
• Must be bondable

All Lakeland Bank employees must be bondable. FBI background checks are required to confirm eligibility for bonding. Note: A guilty plea or criminal conviction will not necessarily preclude employment at Lakeland Bank.

Lakeland Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, genetic information, national origin, disability, protected veteran status or any other characteristic protected by law

This position is 40 hours per week. We are seeking candidates with Full-Time availability during the times below:

• Monday 8:45am-5:15pm
• Tuesday 8:45am-5:15pm
• Wednesday 8:45am-5:15pm
• Thursday 8:45am-5:15pm
• Friday 8:45am-5:15pm
• Saturday 8:45am-12:15pm

When working Saturday, you will enjoy additional time off during the week.

Scheduled hours subject to change.

Job tags

Salary