Personal Banker I, Gibsonia

Dollar Bank; Gibsonia (Allegheny County); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading bank is seeking a Personal Banker I to deliver exceptional customer service and assist with various banking transactions. This role involves engaging customers, understanding their needs, and recommending appropriate banking products. Applicants must have a high school diploma and strong communication skills, along with a commitment to professional integrity.

Qualifications

• High school diploma/GED required.
• At least six months of customer service experience.
• Excellent written and verbal communication skills.

Responsibilities

• Process transactions through teller equipment for retail and corporate accounts.
• Conduct consultative conversations to understand customer needs.
• Build and maintain customer relationships by offering additional products.

Skills

Customer service

Communication

Sales

Education

High school diploma/GED

College degree or 6 months customer service experience

Job description

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.

Education and Experience Requirements:
• 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.

Essential Functions:
• 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.