Universal Banker II - Float

Peoples Bancorp Inc. • Belpre, OH

36d

About The Position

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. This position will be responsible for traveling to various locations, possibly day to day to provide excellent service. Must have daily reliable and timely transportation due to the consistent traveling to various branches in the footprint to support staffing needs.

Requirements

• 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 knowledge of Windows and Microsoft Office software (Notes, Word, and Excel).
• Excellent verbal and written communication skills.
• Positive and professional attitude.
• Proven Team Player.
• Daily reliable and timely transportation due to consistent travel to various branches in the footprint to support staffing needs
• 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 on 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.

Responsibilities

• 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 develop 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.

Benefits

• 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
• holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees