Position Overview
Lakeland Bank is seeking a Personal Banking Consultant II - Float for the Southern Region. This position will primarily support our Mendham and Caldwell offices through February 2024.
As a Personal Banking Consultant II at Lakeland Bank your primary focus 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 II serves in a lead position coaching and mentoring branch associates in all facets of the daily responsibilities of the branch. In the absence of the branch management team, the PBC II is responsible to oversee the operations of the branch and its associates.
The PBC II role is dynamic and includes fulfilling customer's transactional and service needs on a day-to-day basis. In addition, the PBC II 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 branch/department management when necessary, and engage in identifying opportunities to offer additional bank products and services. The PBC II offers products and services based on needs, as identified utilizing the skills learned in Retail Sales and Product training.All Lakeland Bank associates are expected to adhere to the Bank's Code of Ethics, Core Values, and Mission Statement.
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, branch/associate work schedule, projects and assignments, and other related branch duties and responsibilities. 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 request, 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 and/or collaboratively on tasks and assignments that 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 activities in the bank CRM daily.
- Responsible to strictly adhere to all regulatory, compliance, BSA/AML, security and internal bank policies and procedures.
- Serves in a lead capacity with daily branch functions. In the absence of the branch management team, the PBC II will oversee the operations of the branch and its associates.
- Will be required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence.
Skills Required
- Minimum of 2 year of related experience, prior teller/platform experience is preferred
- Ability to lead, motivate and encourage others
- Ability to work in a highly engaged, learning environment. Actively shares knowledge and experience with team members and encourages 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
Preferred Qualifications
- Associates degree
- One year of prior banking experience
- One year of prior supervisory experience
Employment Eligibility
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.
Scheduled Hours
This is a Full-Time position; 40 hour per week. Overtime as needed.
The associate in this position will be scheduled Monday - Saturday, based on branch hours and needs in the Southern Region.
Enjoy additional time-off during the week when working weekends.