Personal Banker I, South Hills

Dollar Bank, FSB; Pittsburgh (Allegheny County); On-site; USD 38,000 - 52,000; Full time

Job summary

Dollar Bank, FSB is seeking a Personal Banker I to deliver exceptional service and build lasting customer relationships. You will handle deposits, withdrawals, loan payments, and teller transactions while identifying opportunities to offer banking products and digital solutions.

Training programs will equip you to confidently advise customers and contribute to branch growth. The role requires strong communication, accuracy, and the ability to travel for training sessions.

Qualifications

• High school diploma or GED required.
• College degree or at least six months customer service experience.
• Excellent written and verbal communication skills.
• Ability to travel to training.
• Background checks as required by OCC.

Responsibilities

• Process transactions through teller equipment for retail and corporate accounts.
• Demonstrate consultative sales by offering additional products and services.
• Engage with customers in lobby to build relationships with integrity.
• Grow and retain deposits and loans; initiate new customer relationships.
• Count money accurately and maintain computer literacy for transactions.
• Attend required trainings to learn bank products and guidelines.
• Maintain a professional appearance and demeanor at all times.

Skills

Customer service

Communication skills

Professionalism

Education

High school diploma/GED

College degree or 6 months customer service

Tools

Teller equipment

Job description

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.