Job Information
OMJCC Personal Banker I - OMJ|CC in Cleveland, Ohio
Ohio Means Jobs - Cuyahoga County is sourcing Personal Bankers (I) at locations throughout Cuyahoga County for the nation's largest mutual bank renowned for providing the highest quality banking solutions and services to individuals and businesses.
Position Summary:
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.
Education and Experience Requirements:
- · 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 for training.
- · Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
Essential Functions:
- · 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 through 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.
- · 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 by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by the bank's management program.
- Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Benefits:
- Health and dental insurance
- Sick leave
- Vacation
- Paid holidays
- Retirement
- Educational assistance
Interested candidates should contact:
Glenn Odenbrett, recruiter godenbrett@dwfs.us