Personal Banker I, Westlake

4 weeks ago

Bratenahl OH United States Dollar Bank Full time

As a Personal Banker I, you are part of a team whose primary focus is to provide exceptional customer service. You are often the first to welcome our customers, while engaging in thoughtful interaction. You will assist customers with banking transactions (deposits, withdrawals, loan payments, etc.) on all retail and business accounts. You will be given the resources needed to identify referral opportunities to expand customer relationships. You also will engage in thoughtful interactions to build and grow customer relationships by suggesting banking products and services (e.g. checking, savings, credit cards, loans, digital banking) to meet their needs. You will complete a four month training program in which you will learn how to make recommendations while utilizing a consultative sales approach.

Qualifications:

  • High school diploma/GED required
  • College degree or a minimum of six months customer service experience required.
  • Must have excellent written and verbal communication skills to include professional grammar and demeanor.
  • 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:

  • Process transactions through the teller equipment on all retail and corporate accounts, including, but not limited to, deposits, withdrawals, transfers, loan payments, and cash advances.
  • Issue money orders, cashier checks, gift cards, and savings bonds.
  • Demonstrate a consultative sales approach to building customer relationships by offering customers additional products and services at account opening and all service interactions in the branch. This will be achieved by effectively utilizing the customer conversations and through lobby engagement while always maintaining the highest level of professional, integrity, and ethics.
  • Contribute to the growth and retention of deposit and loan customers. Initiate new customer relationships, through outbound calling efforts.
  • Maintain an acceptable balancing record while processing transactions in an accurate and efficient manner.
  • Adhere to all established branch operational processes and procedures.

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