Personal Banker I, Independence na Dollar Bank
Dollar Bank · Independence, Estados Unidos Da América · Onsite
- Junior
- Escritório em Independence
Job Description
Job Overview:
The Personal Banker I plays a vital role in delivering exceptional customer service and fostering strong
customer relationships. As the first point of contact, this position is responsible for engaging in meaningful
interactions and assisting customers with various banking transactions, including deposits, withdrawals, and
loan payments for both retail and business accounts.
A key aspect of this role is conducting consultative conversations to understand customer needs and
recommend appropriate banking products and services, such as checking and savings accounts, credit cards,
loans, and digital banking solutions. Personal Bankers receive comprehensive training and resources to
identify referral opportunities and enhance customer relationships. Participation in a retail training program will
provide the necessary skills to confidently offer tailored financial solutions, ensuring a positive and
personalized banking experience.
Qualifications:
High school diploma/GED required.
College degree or a minimum of six months customer service experience required.
Must have excellent written and verbal communication skills to include professional grammar and
demeanor.
Ability to travel as needed to training.
Candidates being considered will be subject to additional background checks as required by the Office
of the Comptroller of the Currency.
Principal Activities and Duties:
Process transactions through the teller equipment on all retail and corporate accounts, including, but
not limited to, deposits, withdrawals, transfers, loan payments, and cash advances.
Demonstrate a consultative sales approach to building customer relationships by offering customers
additional products and services (e.g., checking, savings, credit cards, loans, digital banking).
Effectively utilize customer conversations and through lobby engagement while maintaining the highest
level of professional integrity and ethics.
Contribute to the growth and retention of deposit and loan customers. Initiate new customer
relationships, through outbound calling efforts.
Arithmetic skills to count money accurately.
Computer literacy to access account information and process transactions.
Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
Maintain a professional appearance and conduct yourself in a professional manner at all times.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by
understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by
Dollar Bank’s risk management program. Compliance with regulatory laws and company procedures is a
required component of all position descriptions.
The Personal Banker I plays a vital role in delivering exceptional customer service and fostering strong
customer relationships. As the first point of contact, this position is responsible for engaging in meaningful
interactions and assisting customers with various banking transactions, including deposits, withdrawals, and
loan payments for both retail and business accounts.
A key aspect of this role is conducting consultative conversations to understand customer needs and
recommend appropriate banking products and services, such as checking and savings accounts, credit cards,
loans, and digital banking solutions. Personal Bankers receive comprehensive training and resources to
identify referral opportunities and enhance customer relationships. Participation in a retail training program will
provide the necessary skills to confidently offer tailored financial solutions, ensuring a positive and
personalized banking experience.
Qualifications:
High school diploma/GED required.
College degree or a minimum of six months customer service experience required.
Must have excellent written and verbal communication skills to include professional grammar and
demeanor.
Ability to travel as needed to training.
Candidates being considered will be subject to additional background checks as required by the Office
of the Comptroller of the Currency.
Principal Activities and Duties:
Process transactions through the teller equipment on all retail and corporate accounts, including, but
not limited to, deposits, withdrawals, transfers, loan payments, and cash advances.
Demonstrate a consultative sales approach to building customer relationships by offering customers
additional products and services (e.g., checking, savings, credit cards, loans, digital banking).
Effectively utilize customer conversations and through lobby engagement while maintaining the highest
level of professional integrity and ethics.
Contribute to the growth and retention of deposit and loan customers. Initiate new customer
relationships, through outbound calling efforts.
Arithmetic skills to count money accurately.
Computer literacy to access account information and process transactions.
Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
Maintain a professional appearance and conduct yourself in a professional manner at all times.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by
understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by
Dollar Bank’s risk management program. Compliance with regulatory laws and company procedures is a
required component of all position descriptions.
Address 1
6563 Brecksville Road
Department
Independence
Schedule Information
Monday - Thursday: 8:30am - 5:30pm
Friday: 8:30am - 6:30pm
Saturday: 8:30am - 1:30pm
Friday: 8:30am - 6:30pm
Saturday: 8:30am - 1:30pm
Employment Status
Full-time
Region
Cleveland, OH
FLSA
Non-Exempt
EEO Statement
Dollar Bank is an Equal Opportunity Employer.
Minority/Female/Veteran/Disabled
Benefits Information
Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement.
Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.
For more information, please visit http://www.dollar.bank/company/careers/benefits.
