Description:
This position will be responsible for providing excellent service to our customers in accordance with Peoples Bank policies. Will have the ability to open deposit accounts, process teller transactions, sell bank products and services, assist customers with maintenance request, and resolve customer service issues. Will be responsible for uncovering additional customer needs and referring them to the appropriate business partner. This position will serve a vital role in helping the branch obtain goals, while providing industry leading customer service.
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.
- Initiate conversations to uncover customer needs, referring customers to platform associates within the branch, and meeting established referral goals.
- 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 errors that are more difficult.
- Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability.
- Follow operational standards regarding security, risk management, and compliance.
- Consistently completes required training for all bank and branch policies and procedures.
- Consistently meeting or exceed sales referrals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered.
- Must have the ability to define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources.
- Make calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording these activities in P1.
- Will perform special projects as assigned.
Education, Experience and Job Skills
- High School Diploma or GED; one to two years related experience and/or training; or equivalent combination of education and experience.
- 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.
- 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.
- Trustworthy and confidential behavior is essential in this role.