Personal Banker II, Painesville

Dollar Bank, FSB; Cleveland (OH); On-site; USD 36,000 - 54,000; Full time

Job summary

Dollar Bank, FSB is seeking a Personal Banker II to deliver exceptional customer service and build lasting relationships in our Cleveland-area branches. You will discuss customer needs and tailor banking solutions, including checking and savings accounts, loans, cards, and digital services.

The role includes a comprehensive retail training program to develop a consultative sales approach and the ability to make informed recommendations that support customers' financial goals.

Qualifications

• High school diploma or GED is required.
• College degree or at least one year of customer service with sales experience is required.
• Ability to travel to training and pass OCC background checks.

Responsibilities

• Sell banking products and services aligned to customer needs.
• Greet customers, schedule appointments, and conduct outbound calls.
• Perform teller transactions following branch procedures.
• Maintain accurate balance records and process transactions efficiently.
• Develop product knowledge through required training classes.
• Maintain professional appearance and uphold integrity and ethics.
• Act as risk manager by understanding and reporting daily risk per policy.

Skills

Customer service

Sales skills

Communication

Education

High school diploma/GED

College degree or 1 year sales/customer service experience

Job description

Job Overview

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.

Qualifications

• 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.

Principal Activities and Duties

• 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