Personal Banker I, Independence

Job Overview :

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.

of the Comptroller of the Currency.

Principal Activities and Duties :

not limited to, deposits, withdrawals, transfers, loan payments, and cash advances.

additional products and services (e.g., checking, savings, credit cards, loans, digital banking).

level of professional integrity and ethics.

relationships, through outbound calling efforts.

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.