Financial Sales and Service Specialist - Mechanicsburg, PA

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Mid Penn Bank - Millersburg Branch

Posted 3 months ago

Full Time

Mechanicsburg, Pennsylvania

In Person

Smart Summary

Responsibilities

The specialist is responsible for opening deposit accounts, taking loan applications, and providing general customer service support. They also coordinate with other departments to help customers obtain specialized financial services like mortgages and wealth management.

Qualifications

You have a high school diploma with an emphasis in a business curriculum and at least one year of related experience. You possess strong PC skills, including proficiency in Microsoft Word and Excel, and have excellent interpersonal and communication skills. Notary experience is preferred or the ability to obtain a notary as needed.

Must Have Skills for ATS

Microsoft Word

Microsoft Excel

Notary

Job Description

A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Financial Sales and Service Specialist (Universal Banker) to join our Carlisle Pike team in Mechanicsburg, PA.

We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. 

Position Overview 

The Financial Sales and Service Specialist is responsible for performing a variety of duties to support the customer service function of a community office, coordinating work within the department, as well as with other departments. This individual is also responsible for reporting pertinent information to the immediate supervisor and responding to inquiries or requests for information.  

· Opens deposit accounts and takes loan applications. 

· Responds to customer questions, quotes rates and payments, recommends services. 

· Helps with account maintenance such as address changes, change of account signers, etc.

· Assists customers in obtaining specialized services from other departments, such as mortgage, wealth management, merchant services, trust services, and commercial loans; provides help to customers with specific inquiries or service problems.  

· Serve as a Financial Center Associate, when required. 

Education& Qualifications 

· A high school diploma or equivalent with an emphasis in a business curriculum. 

· Notary experience preferred or ability to obtain notary as needed. 

· A minimum of one (1) year of experience in related positions preferred. 

Skill(s)

Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; knowledge of financial center policies and procedures; supervisory skills sufficient to manage employees; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver’s license is required. 

Pay Transparency

We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

Benefits

Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.  

In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.   

EEO Statement

Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. 

Equal Opportunity Employer–Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.

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Mid Penn Bank - Millersburg Branch

Mid Penn Bank is a trusted community bank committed to serving individuals, businesses, and communities across Pennsylvania and New Jersey. Since 1868, we’ve provided personalized financial solutions with a focus on local relationships, responsive service, and long-term support. From personal and business banking to lending, mortgages, and wealth management, Mid Penn Bank is dedicated to helping our customers achieve financial success—one relationship at a time. We are proud to be a community-first bank with the strength and resources to meet today’s financial needs while planning for tomorrow’s opportunities.
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