Universal Banker I

The Peoples Bancorp - Williamsburg, OH

Full-time - Entry Level

Williamsburg, OH

101-250 employees

About the position

The Universal Banker I position at Peoples Bank is designed to provide exceptional customer service while performing various banking transactions and promoting bank products. This role is crucial in helping the branch achieve its goals by developing customer relationships, addressing their needs, and ensuring compliance with bank policies. The position requires a proactive approach to customer service and a commitment to maintaining confidentiality and trust.

Responsibilities

• Deliver superior customer service with a friendly demeanor and can-do attitude.
• Develop and retain the customer base by greeting customers by name and being responsive to their needs.
• Maintain confidentiality of customer business and information.
• Initiate conversations to uncover customer needs and refer them to platform associates as necessary.
• Maintain accurate balancing and error records, correcting outages as needed.
• Process deposits, verifying amounts and examining checks for endorsement and negotiability.
• Follow operational standards regarding security, risk management, and compliance.
• Complete required training for bank and branch policies and procedures.
• Meet or exceed sales referral goals set by management.
• Make calls to clients and prospects to meet branch calling goals and record these activities.

Requirements

• 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 high accuracy and 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.
• Reliable transportation.

Nice-to-haves

• Experience in a banking or customer service role.
• Familiarity with banking products and services.

Benefits

• 401(k) retirement plan with employer match
• Employee stock purchase plan
• Education assistance programs such as student loan and tuition reimbursement
• Paid vacation and holidays