Private banker Jobs in Cleveland, OH

Job Overview :

The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients. This position involves engaging in meaningful conversations to understand customer needs and recommending tailored banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions.

In addition to delivering personalized financial solutions, the Personal Banker II participates in a comprehensive retail training program designed to develop the skills necessary for a consultative sales approach. This training ensures the ability to make informed recommendations that enhance the customer experience and support their financial goals.

Qualifications :

• High school diploma / GED required.
• College degree or a minimum of one year demonstrated ability to deliver outstanding customer service while achieving sales goals is required.
• 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.