Personal Banker II, Monroeville

Dollar Bank; Pittsburgh (Allegheny County); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading financial institution seeks a Personal Banker II to provide exceptional customer service and build lasting relationships. The role involves understanding customer needs, recommending appropriate banking products, and participating in a retail training program to enhance consultative sales skills. Candidates should have a high school diploma/GED, with a preference for those holding a college degree or equivalent experience in customer service and sales.

Benefits

Comprehensive benefits package including medical, dental, and vision

401(k) with immediate vesting

Tuition reimbursement

Gym membership reimbursement

Qualifications

• High school diploma/GED required.
• College degree or 1 year demonstrated sales experience.
• Ability to travel as needed.

Responsibilities

• Engage customers in meaningful conversations to understand needs.
• Recommend tailored banking products and services.
• Perform teller transactions and operational tasks.

Skills

Customer service

Sales

Relationship building

Arithmetic skills

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.

Address 1

Miracle Mile Shopping Center

Address 2

Employment Status

Full-time

FLSA

Non-Exempt

Schedule Information

This branch is open Monday - Friday, 9:00 am to 6:00 pm, and Saturday, 9:00 am - 1:00 pm.

Benefits Information

Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement.

Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.

Dollar Bank is an Equal Opportunity Employer.