Personal Banker II, Monroeville

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

Job summary

Davita Inc. seeks a Personal Banker II in Pittsburgh to provide top-notch customer service and build strong client relationships. The ideal candidate will engage in meaningful conversations with customers, recommend tailored banking products, and participate in a comprehensive training program to develop consultative sales skills. Candidates should possess a high school diploma and a demonstrated ability to meet sales goals in a professional environment.

Qualifications

• High school diploma/GED required.
• Minimum of one year of experience in customer service with sales goals.
• Computer literacy and arithmetic skills necessary.

Responsibilities

• Engage with customers to understand their needs and recommend banking products.
• Develop new customer relationships through appointments and outbound calls.
• Perform teller transactions while adhering to operational processes.

Skills

Customer Service

Sales Skills

Communication

Balance Management

Computer Literacy

Education

High School Diploma/GED

College Degree (or equivalent experience)

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.