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Peoples Security Bank & Trust
Peoples Security Bank & Trust
201 – 500 Employees
B2CBankingFinance
Peoples Security Bank & Trust is an independent community bank serving customers and businesses across eastern Pennsylvania, New York, and New Jersey. Through 28 full-service offices and a team focused on local communities, the bank provides personal and business banking, digital banking, cash management, merchant services, home loans, debit cards, and credit cards. Its career opportunities span the work of supporting individuals, businesses, and the communities they serve through a broad range of banking and financial services.
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Bilingual Virtual Banker - Moosic, PA Hybrid

Serve Peoples Security Bank & Trust customers through phone, chat, video, and digital banking channels while providing tailored financial guidance. Build relationships, support digital banking adoption, and generate referrals to specialized banking teams.

USUnited StatesPAPennsylvaniaHybridFull-timeMiddleSeniorEnglish RequiredBilingual

Description

  • Deliver outstanding customer service and sales assistance through phone, chat, video, and digital channels
  • Assess customer needs and recommend appropriate financial solutions
  • Advise customers through inbound and outbound contacts to acquire, retain, and expand relationships
  • Address questions about deposit accounts, loans, fees, and digital banking services
  • Help customers use digital banking tools and other technology-enabled services
  • Recognize customer needs and refer them to Loans, Cash Management, Merchant Services, and Wealth Management teams
  • Assist with onboarding outreach, follow-ups, and focused sales and relationship-development campaigns
  • Handle inbound and outbound calls while resolving and de-escalating customer concerns
  • Record interactions, referrals, and follow-up tasks in bank systems and MyPSBT
  • Keep current on bank products, services, systems, and operating procedures
  • Contribute to team performance through knowledge sharing, mentoring, and collaboration
  • Achieve or surpass customer engagement, sales, and referral targets
  • Comply with bank policies, procedures, regulations, and risk management controls
  • Provide information and assistance for audits and examinations when requested
  • Maintain NMLS registration or secure and maintain it when required

Requirements

  • An associate degree or equivalent experience, along with specialized banking operations training or education
  • At least four years of related professional experience
  • Proven performance in customer service, sales support, and call center operations
  • Strong capabilities in leadership, coaching, and mentoring
  • Advanced communication skills and emotional intelligence
  • Strong mathematical ability and foundational accounting knowledge
  • Advanced knowledge of banking products, procedures, and digital banking tools
  • Skill in consultative selling and relationship management
  • Sound judgment, strategic thinking, and decision-making ability
  • Capabilities in analysis, problem-solving, project coordination, and time management
  • Proficiency with PCs and Microsoft Excel, Word, OneNote, PowerPoint, and other technical applications
  • Ability to resolve escalated customer concerns with a solution-oriented approach
  • High standards of integrity, confidentiality, adaptability, and ethical conduct
  • NMLS registration or the ability to obtain and maintain it when applicable
  • Residence within a reasonable commuting distance of Moosic, Pennsylvania
  • Availability for a rotating Saturday schedule
  • Ability to travel throughout the Bank’s geographic service area
  • Ability to sit, stand, speak, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms
  • Ability to stoop, kneel, bend, crouch, lift up to 25 pounds, and use a computer regularly.
  • benefits

Benefits

  • Hybrid schedule requiring on-site attendance during training and two days per month afterward
  • Continuing training and professional development
  • Opportunities for knowledge sharing, mentoring, and collaborative teamwork
  • Reasonable accommodations for employees with disabilities

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