Operational Banker

Peoples Bank • Mt Olivet, KY

4d • Onsite

About The Position

The Operational Banker provides customer service in accordance with Peoples Bank policies and supports the sales, service, and day-to-day operations of assigned branches. The role opens deposit accounts, processes customer service representative and teller transactions, generates and executes consumer loans, refers and sells bank products and services, and resolves customer issues. It also helps branches meet their goals and audit expectations while directing teller-line operations, including scheduling, coaching, training, and oversight of operational standards.

The position requires dependable attendance, integrity, confidentiality, accuracy, and a professional, customer-focused approach. The Operational Banker works with customers and colleagues, follows security, risk management, compliance, and branch standards, and may travel to meetings, training, or other branches as needed.

Requirements

• High school diploma or GED.
• At least 1 year of related customer service work experience.
• Must pass background and credit standards to hold NMLS credentials.
• Reliable daily transportation.
• Ability to work in a fast-paced environment with accuracy and close attention to detail.
• Proficiency in basic computer operations and standard applications, with the ability to learn and navigate job-specific software.
• Proficiency with Windows and Microsoft Office, including Word and Excel.
• Excellent verbal and written communication skills; ability to speak effectively to groups of customers or employees.
• Positive, professional attitude and demonstrated ability to work as a team player.
• Trustworthy behavior and ability to maintain confidentiality.
• Ability to meet scheduled working hours and travel to training, meetings, and other branches as needed.
• Ability to stand consistently; bending or squatting may be required depending on branch layout.
• Ability to lift up to 25 pounds consistently.

Responsibilities

• Deliver friendly, timely, and responsive customer service; develop and retain customer relationships and protect confidential customer information.
• Process customer transactions, including deposits and complex multi-step teller transactions, accurately and in accordance with policy; balance records and investigate and correct outages.
• Research customer concerns, identify appropriate resources, offer solutions, and follow up on resolutions.
• Open deposit accounts and acquire, maintain, and use knowledge of consumer lending products to generate and execute consumer loans, lines, and deposit products.
• Identify customer needs and refer customers to appropriate business partners or channels; sell and cross-sell products and services that fit client needs.
• Make weekly phone or Zoom calls to clients and prospects, record calls in Salesforce, and meet or exceed management-set sales referral goals.
• Maintain working knowledge of the bank’s products and services and complete required training within established timeframes.
• Follow security, risk management, compliance, dress code, and other operational standards.
• Interpret account, safety, operating, consumer loan, and procedure documents; evaluate lending ratios and opportunities for products and services.
• Coach associates according to Peoples Bank coaching standards and manage teller-line duties, including scheduling, coaching, development, training, and operational oversight.
• Help ensure assigned branches meet audit expectations and work with the Branch Manager on operational excellence and audit performance.
• Work scheduled hours designated by the manager, travel to internal education and meetings (which may include overnight stays), and fill in at other branches as needed.
• Perform special projects as assigned.

Benefits

• 401(k) retirement plan with employer match.
• Employee stock purchase plan.
• Education assistance programs, including student loan and tuition paydown or reimbursement.
• Paid vacation and holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED