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Personal Banker II, Painesville

Dollar Savings Bank

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At a glance

Compensation
No compensation found
Location
Cleveland, OH
Work Authorization
Not specified

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Job overview

The Personal Banker II provides customer service and builds client relationships by understanding customer needs and recommending banking products and services. The role includes personalized financial solutions and participation in a retail training program focused on consultative sales. The banker also develops customer relationships, performs teller transactions and routine operational tasks, and follows branch procedures.

Skills & qualifications

RequiredNice to have

Skills

Customer ServiceSalesTravelRelationship BuildingConsultative SalesTeller TransactionsArithmeticComputer Literacy

Qualifications

High School Diploma or GEDCollege Degree or One Year Customer Service and Sales Ability

Full 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 EEO StatementDollar Bank is an Equal Opportunity Employer.Minority/Female/Veteran/Disabled

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