Personal Banker I, Lawrenceville

About the role

The Personal Banker I plays a vital role in delivering exceptional customer service and fostering strong customer relationships. As the first point of contact, this position is responsible for engaging in meaningful interactions and assisting customers with various banking transactions, including deposits, withdrawals, and loan payments for both retail and business accounts.

A key aspect of this role is conducting consultative conversations to understand customer needs and recommend appropriate banking products and services, such as checking and savings accounts, credit cards, loans, and digital banking solutions. Personal Bankers receive comprehensive training and resources to identify referral opportunities and enhance customer relationships. Participation in a retail training program will provide the necessary skills to confidently offer tailored financial solutions, ensuring a positive and personalized banking experience.

Responsibilities

• 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.
• Demonstrate a consultative sales approach to building customer relationships by offering customers additional products and services (e.g., checking, savings, credit cards, loans, digital banking).
• Effectively utilize customer conversations and lobby engagement while 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 arithmetic skills to count money accurately and computer literacy to access account information and process transactions.
• Develop a thorough knowledge of bank products and guidelines by attending required classes.
• Maintain a professional appearance and conduct at all times.
• Serve as a risk manager by understanding, reporting, responding to, managing, and monitoring risk encountered daily as required by Dollar Bank’s risk management program; comply with regulatory laws and company procedures.

Qualifications

• High school diploma or GED required.
• College degree or a minimum of six months customer service experience required.
• Excellent written and verbal communication skills, including professional grammar and demeanor.
• Ability to travel as needed to training.
• Subject to additional background checks as required by the Office of the Comptroller of the Currency.