Personal Banker: Grow Relationships & Finances

Peoples-Bank; Beachwood (OH); On-site; USD 42,000 - 62,000; Full time

Job summary

Peoples Bank is hiring a Personal Banker in Beachwood, OH. The role focuses on proactively meeting customer financial needs through direct sales and referrals while delivering world-class service.

You will interact with customers in person, by phone, or via video, and work toward monthly production goals for loans, deposits, and access to their information across multiple platforms. The job emphasizes building relationships, maintaining confidentiality, and leveraging partner referrals for

Qualifications

• Minimum 1 year of needs-based sales experience.
• Proficient in professional communication and customer service.
• Ability to travel as required.
• Reliable transportation daily.
• Pass background and credit standards to hold NMLS credentials.
• Must be self-motivated and able to work in a sales environment.

Responsibilities

• Meet customer financial needs through direct sales and referrals with world-class service.
• Interact with customers in person, by phone, or via video per branch process.
• Meet monthly production goals for loans, deposits, and access to information.
• Refer to mortgage, retirement, and other bank solutions through partners.
• Maintain confidentiality and high standard of service.
• Record calls in Salesforce and meet calling goals weekly.
• Travel to branches as needed for coverage.

Skills

Needs-based selling

Customer service

Interpersonal skills

Communication skills

Cross-selling

Sales driven

Education

High School Diploma or GED

Job description

Peoples Bank is hiring a Personal Banker in Beachwood, OH. The role focuses on proactively meeting customer financial needs through direct sales and referrals while delivering world-class service.

You will interact with customers in person, by phone, or via video, and work toward monthly production goals for loans, deposits, and access to their information across multiple platforms. The job emphasizes building relationships, maintaining confidentiality, and leveraging partner referrals for