Personal Banker

Brentwood Bank; Bethel Park (Allegheny County); On-site; USD 42,000 - 64,000; Full time

Job summary

Brentwood Bank in Pittsburgh is seeking a Personal Banker I to deliver exceptional customer service and seamless teller transactions. You will assess customer needs, recommend consumer and small business products, and cross-sell related services to build trusted relationships.

The role emphasizes problem-solving, accurate cash handling, and collaboration with branch teams to meet sales goals while promoting digital banking tools.

Qualifications

• High school diploma or equivalent required; bachelor’s degree preferred.
• One year of proven previous sales experience.
• One or more years of cash handling experience.
• Knowledge of banking compliance rules and regulations and operating procedures.
• Successful completion of all training classes for the Universal Associate Program (or to be completed within 1 month of hire).
• Ability to maintain confidentiality.
• Ability to take initiative in resolving problems and developing recommendations.
• Professional dress and demeanor.
• Demonstrated superior customer service and sales skills.
• Excellent organizational and time management/prioritization skills.
• Strong attention to detail and the ability to multi-task effectively.
• Excellent communication skills, both verbal and written.

Responsibilities

• Create meaningful client-driven experiences for each customer or potential customer.
• Welcome and actively engage customers/prospects in the lobby, on the teller line, or on the phone.
• Take ownership of customer issues to enhance retention and explore sales opportunities.
• Promote bank products and services to customers and future customers.
• Refer customers to other departments as appropriate and to Brentwood Advisors when relevant.
• Perform primary teller functions for a significant portion of the shift.
• Educate customers on self-service and remote channels like ATM and online/mobile banking.
• Maintain up-to-date knowledge of products and services offered.

Skills

Customer service

Sales skills

Cash handling

Communication skills

Organization

Time management

Attention to detail

Microsoft Word

Microsoft Outlook

Microsoft Teams

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Word

Microsoft Outlook

Microsoft Teams

Job description

Summary of Basic Function:

As a Personal Banker I you will play a vital role in providing excellent customer service to ensure our customer’s entire banking experience is extraordinary. You will be responsible for providing a seamless transition between accurate and courteous teller-based transactions as well as answering questions and/or resolving complex technical problems on customer accounts. You will develop recommendations, based on the customer’s needs, and will sell consumer and small business products/services to existing and new customers, and cross-sell other bank services, referring customers to other departments as appropriate. You will take personal initiative and be a positive role model for others to emulate.

Essential Duties and Responsibilities:

• Create meaningful client-driven experiences for each customer or potential customer. Be an expert on small business and consumer bank products
• Welcome and actively engage customers/prospects in the lobby, on the teller line, or on the phone
• Take ownership of customer issues and inquiries and other customer originated service needs with the intent of enhancing customer retention and exploring additional sales opportunities. Research and answer customer inquiries and requests regarding accounts, products, rates, and services
• Participate in attaining branch goals, by actively promoting bank and related products and services to customers and future customers
• Recommend and sell appropriate products and services (consumer and small business) both in person and on the telephone
• Responsible for performingprimary teller functionsfor 50% or more of designated shift time
• Promote, assist, and educate customer’s use of self service and remote channels, such as ATM, and online banking/mobile banking
• Maintain a working knowledge of the complete line of products and services offered, taking responsibility and the initiative to keep up to date with industry developments
• Refer larger business and commercial opportunities as identified during discussions with the customer to the Branch Manager, Business Bankers, or Commercial Lenders as appropriate
• Identify and refer investment sales opportunities to Brentwood Advisors
• Refer customers with mortgage loan needs to individuals NMLS certified
• Deliver outstanding customer experience by executing Teller transactions
• Maintain accurate cash counts in individual drawers and assist in branch operating functions throughout the day
• Maintain accurate and detailed logs of customer interactions, referrals communications, preferences, problems and information in Customer Management, Customer Contact History
• Promote a positive image of Brentwood Bank in the community through involvement in community events and other bank functions
• Actively participate in implementing Branch Sales Plans
• Perform Business Development activities such as calling on current and potential customers, attending community activities, on-site events, marketing activities, and pipeline management
• May be required to coach/mentor other Universal Bankers to improve their performance and meet their IDP objectives
• Act as the “Branch Champion” for various Branch processes or Bank initiatives
• Additional tasks and responsibilities may be assigned based on business need.

Knowledge, Skills, Abilities and Requirements:

• High school diploma or equivalent experience required; bachelor’s degree preferred.
• One year of proven previous sales experience.
• One or more years of cash handling experience.
• Knowledge of banking compliance rules and regulations and operating procedures.
• Successful completion of all training classes for the Universal Associate Program (or to be completed within 1 month of hire.)
• Ability to maintain confidentiality.
• Ability to take initiative in resolving problems and developing recommendations.
• Professional dress and demeanor.
• Demonstrated superior customer service and sales skills.
• Excellent organizational and time management/prioritization skills.
• Strong attention to detail and the ability to multi-task effectively.
• Excellent communication skills, both verbal and written.
• Proficient use of Microsoft Word, Outlook, Teams
• Availability to work a flexible schedule of up to 40 hours per week.

Physical Demands and Work Environment:

• Physical Requirements: prolonged standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1-10lbs, occasional lifting of up to 50lbs, ability to see and read fine print, must be able to distinguish and count currency. Work may be performed in an office environment with normal noise levels.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
• The position is based at Pittsburgh headquarters and requires residence within a commutable distance.

Benefits and Culture

Brentwood Bank is committed to supporting the well‑being of employees and their families by offering a comprehensive benefits package. We foster a diverse, equitable, and inclusive culture where employees are empowered to share ideas, develop professionally, and contribute to the communities we serve. Our team‑oriented environment offers opportunities to collaborate with experienced leaders and industry experts. Professional development opportunities include mentorship, leadership pathways, and ongoing training programs.