Personal Banker II, Lakewood

Dollar Bank, FSB; Cleveland (OH); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Personal Banker II to deliver exceptional customer service and foster strong client relationships. This role involves understanding customer needs and recommending personalized banking solutions, including accounts, credit cards, and loans. You will participate in a comprehensive training program to enhance your consultative sales skills. Join a dynamic team where your contributions will directly impact customer satisfaction and financial success. If you are passionate about helping others achieve their financial goals, this opportunity is perfect for you.

Qualifications

• High school diploma/GED required; college degree preferred.
• Minimum of one year in customer service and sales.

Responsibilities

• Build customer relationships by offering tailored banking products.
• Perform teller transactions and maintain an acceptable balancing record.

Skills

Customer Service

Sales Skills

Arithmetic Skills

Computer Literacy

Education

High School Diploma or GED

College Degree

Job description

Position Summary:
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.