Dollar Bank is currently seeking a Private Banking Associate to service clients in the Private Banking office in downtown Cleveland.
The principal goal for the Private Banking Associate (PBA) is to service the needs of Private Banking customers in a positive, professional, and courteous manner. A PBA must demonstrate, in all customer interaction, the highest level of concern for the customers' needs, questions and obstacles.
* Work with Account Officers to establish new deposit relationships and enhance existing customer service relationships
* Communicate effectively with customers who have service questions or concerns in a manner, which is discrete, timely, accurate and courteous
* Maintain a thorough knowledge of Dollar Bank products and services. In addition, staying abreast of all new operations, policies and procedures.
* Promptly greet each customer in a friendly, professional manner. Monitoring customer traffic in the Private Banking Center.
* Complete appropriate data input on accounts and filling out supporting documentation to insure that the regulatory and compliance guidelines are followed.
* Perform routine daily teller and customer service transactions (deposits, transfers, loan payments, new account openings, etc.).
* Make decisions in accordance with the Check Acceptance Guidelines regarding the negotiability items presented for deposit and cashing.
* Perform clerical duties such as typing, composing letters, answering phones, filing, compiling data for reporting purposes and maintaining certain Private Banking Center records and logs.
* Compliance and regulatory training as well as product knowledge courses will be taken on an ongoing basis.
* Participate in Private Banking Center balancing.
* Assist with audits.
* Follow stated policy and procedures when allowing access to safe deposit boxes.
* Maintain security of negotiable items assigned to the Customer Service Assistant.
* Must be able to occasionally float between Private Banking branches located in Pittsburgh and Cleveland.
* Perform any job related task as defined and deemed necessary by Management.
* Six months customer service and/or cash handling experience required; previous banking experience preferred.
* Must be a team player, flexible and lead by example.
* Must be a highly motivated self-starter.
* Excellent interpersonal skills and professional manner.
* Professional communication skills and appearance are required.
* Proficient computer skills required.
* Math aptitude required.