Personal Banker II, East liberty

Dollar Bank, FSB; Pittsburgh (Allegheny County); On-site; USD 42,000 - 56,000; Full time

Job summary

Dollar Bank, FSB in Pittsburgh seeks a Personal Banker II to provide exceptional service, understand customer needs, and recommend banking products tailored to their goals.

This role participates in a comprehensive retail training program to develop consultative sales skills, enabling informed recommendations that enhance the customer experience and support financial goals.

Qualifications

• High school diploma or GED required.
• College degree or 1 year demonstrated ability in customer service and sales.
• Willingness to travel to training as needed.
• Background checks per OCC requirements.

Responsibilities

• Build customer relationships by offering products and services to meet needs.
• Greet customers, schedule appointments, and conduct outbound calls.
• Perform teller transactions following branch procedures and balance cash.
• Maintain accurate transaction records and arithmetic accuracy.
• Develop product knowledge through required training to advise customers.
• Present a professional appearance and conduct, upholding integrity and ethics.

Skills

Sales skills

Customer service

Communication

Computer literacy

Education

High school diploma/GED

College degree or 1 year sales/customer service

Job description

The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients. This position involves engaging in meaningful conversations to understand customer needs and recommending tailored banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions.

In addition to delivering personalized financial solutions, the Personal Banker II participates in a comprehensive retail training program designed to develop the skills necessary for a consultative sales approach. This training ensures the ability to make informed recommendations that enhance the customer experience and support their financial goals.

Education and Experience Requirements

• High school diploma/GED required.
• College degree or a minimum of one year demonstrated ability to deliver outstanding customer service while achieving sales goals is required.
• 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

• Demonstrate a sales and service approach to building customer relationships by offering products and services according to customer needs.
• Develop new customer relationships by greeting customers in the branch, scheduling appointments with leads, and conducting outbound calling efforts.
• Perform teller transactions and other routine operational tasks, adhering to established branch operational processes and procedures.
• Maintain an acceptable balancing record while processing transactions in an accurate and efficient manner.
• 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.
• Maintain the highest level of professional integrity and ethics.
• 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.