Universal Banker at Peoples Bank

Portsmouth, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Sep, 26

Salary

0.0

Posted On

13 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Consumer Lending, Cross-selling, Sales Referrals, Account Management, Financial Product Knowledge, Microsoft Office, Salesforce, Risk Management, Compliance, Written Communication, Verbal Communication, Problem Resolution, Attention To Detail, Time Management, Professionalism

Industry

Financial Services

Description

Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank and work: * American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025 * Top Workplaces USA national award in 2022, 2023, 2024, 2025 and 2026 * Newsweek's America's Best Banks 2023 and 2024 * Newsweek’s America's Greatest Workplaces 2024 and 2025 * Forbes America’s Best Banks 2024 and 2025 * Forbes Best-in-State Banks 2020, 2021 and 2025 * TIME’s America’s Growth Leaders 2026 award winner At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose The position provides excellent service to customers in accordance with Peoples Bank policies. Will open deposit accounts, handle CSR transactions, sell/cross sell bank products and services, generate and execute consumer loans, and resolves customer service issues. This position engages in sales and service activities in branch locations. Contribute directly to the success of the banking center by recognizing and uncovering opportunities to make sales referrals on products and services. This position will also refer customers to the appropriate source or channel to address their need. Job Duties * Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times. * Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution. * Maintain a position of trust and responsibility by keeping all customer business confidential. * Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. * Will be responsible for processing complex multi-step transactions. * Must have the ability to research and offer solutions to resolve customer issues by using knowledge of the organization to identify helpful resources. Will provide follow up to customer on resolution. * Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability. * Acquires, uses, and maintains, consumer lending product knowledge and abilities to generate and execute consumer loans, lines and deposit products. * Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner. * Must possess an ability to turn service encounters into dialogue based meetings where other needs can be uncovered. * Consistently meeting or exceed sales referral goals as set by management. Maintain a well-developed working knowledge of the complete line of products and services offered. * Initiate conversations to uncover customer needs to be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers. * Consistently completes required training for all bank and branch policies and procedures. * Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, consumer loan documents and procedure manuals. Ability to speak effectively before groups of customers or employees of organization. * Define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources. * Follow operational standards regarding security, risk management, and compliance. * Make sales calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording those calls in the Salesforce. * Ability to interpret data to evaluate for acceptable lending ratios and product and service opportunities. * Must be able to meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs. * Responsible for meeting Retail Branch Standards which includes dress code. * Will perform special projects as assigned. Education, Experience and Job Skills: * High School Diploma or GED; * Minimum 1-year work related experience in customer service. * Ability to work in a fast-paced environment with a high degree of accuracy and close attention to detail. * Proficient in basic computer operations and standard applications, with the ability to quickly learn and navigate job-specific software to perform daily tasks with accuracy and efficiency. * Proficient knowledge of Windows and Microsoft Office software (Word and Excel). * Excellent verbal and written communication skills. * Positive and professional attitude. * Proven Team Player. * Daily reliable transportation. * Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. * Must be able to lift up to 25 lbs. consistently. * Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. * Must be able to pass background and credit standards to hold NMLS credentials. * Trustworthy and confidential behavior is essential in this role. Basic Qualifications: * High School Diploma or GED. * Minimum 1-year work related experience in customer service. * Daily reliable transportation. * Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. * Must be able to lift up to 25 lbs. consistently. * Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact humanresources@pebo.com [humanresources@pebo.com] to ask for an accommodation, alternative application process, or other inquiries.

Responsibilities

Provide excellent customer service by opening deposit accounts, processing complex transactions, and resolving client issues. Actively identify sales opportunities to cross-sell bank products and execute consumer loans to contribute to branch success.