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Personal Banking Consultant

Company: Lakeland Bank
Location: Westwood
Posted on: June 8, 2021

Job Description:


As a Personal Banking Consultant at Lakeland Bank your focus is to provide outstanding service to all clients. The Personal Banking Consultant coordinates all customer functions within the retail branch office through a "one stop" customer assistance approach. Your role entails but is not limited to; basic teller transactions, opening and processing new accounts, providing customer centric answers to clients complex questions, addressing and resolving customer concerns and providing solid financial stewardship. You will be responsible for uncovering customers financial needs and suggest/refer products and services in a professional manner through the techniques learned in the Retail Sales and Product Training Program.

Key Responsibilities:

  • Refer retail credit products and services
  • Promote applications including types of loans available, rate and fees, processing and closing requirements
  • 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 and transfers to vault, TCR, TCD, ATM, and coin machine
  • Order and ship currency and coin
  • Monitor and promote sales activity contests


Skills Required:

  • Minimum of one year of related experience, prior teller experience is preferred
  • 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

Please be sure that you have the availability to work this schedule before applying


Start time

End time





Alternate week (if applicable)




Alternate week (if applicable)




Alternate week (if applicable)




Alternate week (if applicable)




Alternate week (if applicable)




every other Saturday

Alternate week (if applicable)


Alternate week (if applicable)

Total hours for the week

40 hours

Overtime - as needed


Scheduled hours subject to change.

Weekday hours will be adjusted when working Saturday.

Keywords: Lakeland Bank, Yonkers , Personal Banking Consultant, Other , Westwood, New York

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