Lakeland Bank

Personal Banking Consultant II - $1000 BONUS - Full Time

Job Locations US-NJ-Fredon
Posted Date 4 months ago(1/13/2022 6:03 PM)
Job ID
395 Route 94
Retail BR
Zip Code

Position Overview


As a Personal Banking Consultant (PBC) II at Lakeland Bank your focus is to provide outstanding service to all clients, supervise and coach the branch team in the absence of the manager and complete operational. The PBC II coordinates all customer functions within the retail branch office through a "one stop" customer assistance approach. The role entails but is not limited to; teller transactions, opening and processing new accounts, providing customer centric answers to clients complex questions, uncovering customers financial needs, addressing and resolving customer concerns and providing solid financial stewardship.

This role will oversee the teller line and Teller Manager responsibilities which could include, scheduling the tellers, branch reconciliation, proving the TCR, Vault, ATM and monitoring the teams compliance regarding policies and procedures. 


The PBC II will suggest/refer products and services in a professional manner through the techniques learned in the Retail Sales and Product Training Program and lead others to do the same.


Key Responsibilities:

  • Cross-sell the bank's various products and services; refer products, drive referrals
  • Cross over to the platform to open new accounts and assist customers.
  • Train develop and motivate the team to cross-sell products and services to best meet the financial needs of our clients. 
  • Promote applications including types of loans available, rate and fees, processing and closing requirements
  • Oversee the teller line, assist customers with transactions and perform varies Teller Manager duties.
  • Lead the branch team on delivering outstanding service every day to every customer.
  • Coach and motivate others in collaboration of the branch manager; supervise all activities in the absence of the manager.
  • Role play with team to enhance their customer connection skills to achieve goals
  • Identify sales and referral opportunities both in traditional and non-traditional bank product areas. Achieve cross-selling goals
  • Deliver a "one stop" customer assistance approach
  • Balance teller cash drawer, cash reconciliations. Prove Vault, TCR, TCD, ATM, and coin machine. Order and ship currency and coin
  • Monitor and promote sales activity contests


Skills Required

Skills Required:

  • Minimum of 2 year of related experience, prior teller experience is preferred
  • Prior supervisory skills
  • Ability to lead, motivate and encourage others
  • Exceptional customer service skills
  • Proven sales experience with a willingness to cross-sell the bank's various products and services
  • Poised, positive, professional demeanor at all times
  • Reliable and dependable in their work and attendance
  • Ability to function as a team member and works well independently. Self-motivated
  • Working knowledge of Microsoft Office, Word, Excel, Outlook
  • Willing and able to work in branch locations within a reasonable distance from assigned locations on a temporary basis as required
  • Eligible to register with NMLS (Nationwide Mortgage Licensing System & Registry)
  • Must be bondable

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 position is XXXX-Time, XXX hours per week.

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

Alternating weekends:

  • Saturday  8:45 am - 12:15 pm
  • Sunday  am-  pm



Scheduled hours subject to chage.


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