Retail Banking Representative II

Peoples State Bank • Boscobel, WI

7d

About The Position

The Retail Banking Representative II provides customers with superior, high-quality service while processing transactions efficiently and accurately. The role builds customer relationships by identifying financial needs, offering solutions directly or through referrals, and opening basic and complex bank accounts. The representative specializes in new-account processing, including consumer, business, IRA, HSA, and estate accounts. The role also supports branch operations, follows bank policies and compliance requirements, maintains customer confidentiality, and may assist other branches during staffing shortages. Saturday rotation may be included. Other job-related duties may be assigned.

Requirements

• High school diploma or GED.
• At least one year of related clerical or administrative experience, or training.
• Detailed understanding of banking services and products.
• Strong attention to detail, with a focus on accuracy and quality of work.
• Ability to handle changing priorities in a deadline-oriented environment.
• Strong verbal and written communication skills.
• Outstanding customer service.

Responsibilities

• Perform teller transactions and process new deposit account requests as necessary.
• Process customer service requests, including stop payments, wire transfers, special account instructions, and account maintenance requests.
• Identify customers’ current and future financial needs and offer appropriate solutions directly or through referrals.
• Resolve customer complaints and address concerns related to deposit account transactions.
• Follow bank policies, procedures, compliance standards, and regulations.
• Maintain the confidentiality of customer information and activities.
• Promote accuracy and quality in branch work.
• Become proficient with job-related systems, especially Business Process Manager, and equipment.
• Help maintain the branch’s general upkeep and appearance.
• Participate in available training opportunities.
• Understand and comply with the Bank’s mission and vision.
• Specialize in new-account processing, developing advanced capability with consumer, business, IRA, HSA, and estate accounts.
• Assist other branches during periods of staff shortage.
• Perform other duties as assigned.

What This Job Offers

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