Personal Banker I, Gibsonia

Davita Inc.; Pittsburgh (Allegheny County); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading company in the banking sector seeks to hire a Personal Banker I in Pittsburgh to foster customer relationships and provide financial solutions. This role includes engaging with customers, processing banking transactions, and ensuring an exceptional banking experience, underpinned by strong customer service and sales skills. Training is provided to enhance necessary banking product knowledge.

Qualifications

• High school diploma/GED required.
• College degree or a minimum of six months customer service experience required.
• Excellent written and verbal communication skills.

Responsibilities

• Process transactions through teller equipment for retail and corporate accounts.
• Engage in consultative sales to recommend banking products.
• Maintain professional integrity and ethics while serving customers.

Skills

Customer service

Communication

Sales

Arithmetic

Computer literacy

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.
* 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.