Personal Banker I, Lawrenceville

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.

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 :

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.