Personal Banker I, Midway
Dollar Savings Bank - Cleveland, OH
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Job Overview:The Personal Banker I plays a vital role in delivering exceptional customer service and fostering strongcustomer relationships. As the first point of contact, this position is responsible for engaging in meaningfulinteractions and assisting customers with various banking transactions, including deposits, withdrawals, andloan payments for both retail and business accounts.A key aspect of this role is conducting consultative conversations to understand customer needs andrecommend 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 toidentify referral opportunities and enhance customer relationships. Participation in a retail training program willprovide the necessary skills to confidently offer tailored financial solutions, ensuring a positive andpersonalized banking experience.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 anddemeanor. Ability to travel as needed to training. Candidates being considered will be subject to additional background checks as required by the Officeof the Comptroller of the Currency.Principal Activities and Duties: Process transactions through the teller equipment on all retail and corporate accounts, including, butnot limited to, deposits, withdrawals, transfers, loan payments, and cash advances. Demonstrate a consultative sales approach to building customer relationships by offering customersadditional products and services (e.g., checking, savings, credit cards, loans, digital banking). Effectively utilize customer conversations and through lobby engagement while maintaining the highestlevel of professional integrity and ethics. Contribute to the growth and retention of deposit and loan customers. Initiate new customerrelationships, through outbound calling efforts. 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.All employees have the responsibility and the accountability to serve as risk managers for their businesses byunderstanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required byDollar Bank's risk management program. Compliance with regulatory laws and company procedures is arequired component of all position descriptions.EEO StatementDollar Bank is an Equal Opportunity Employer.Minority/Female/Veteran/Disabled
Created: 2026-03-07