Position Summary:
The Personal Banker Supervisor plays a key role in delivering exceptional customer service and strengthening customer
relationships. This position involves engaging in meaningful interactions 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 a comprehensive retail training program that develops consultative sales skills, the Personal Banker Supervisor
receives leadership training focused on branch operations. This includes essential procedures for opening and closing the branch,
as well as strategies for making informed business decisions that prioritize customer satisfaction and operational efficiency.
Education and Experience Requirements:
 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.
 Leadership, supervision, or mentorship experiences 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.
Essential Functions:
 Demonstrate a sales and service approach to building customer relationships by offering products and services according
to customer needs.
 Develop new customer relationships by greeting customers in the branch, scheduling appointments with leads, and
conducting outbound calling efforts.
 Perform teller functions based upon the needs of the branch. Maintain an acceptable balancing record while processing
transactions in an accurate and efficient manner.
 Multitasking skills to quickly shift from transaction to transaction.
 Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each
transaction.
 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.
 Maintain the highest level of professional integrity and ethics.
 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.