Universal Banker - Peoples Bank Snider Rd

Peoples Bank- Mason
Job Description
Job Purpose

The Universal Banker provides excellent service to customers in accordance with Peoples Bancorp policies.  The Universal Banker opens accounts, handles CSR transactions, sells/cross sells bank products and services, and resolves customer service issues.  This position engages in sales and service activates 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.
Job Duties
  • Deliver superior customer service by consistently providing premier customer satisfaction 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.Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability.
  • 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.
  • 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.
  • Acquires, uses, and maintains, consumer lending product knowledge and abilities to generate and execute consumer loans, lines and deposit products.  
Education, Experience and Job Skills
  • High school diploma or general education degree (GED); and one to two years related experience and/or training; or equivalent combination of education and experience.
  • Ability to read and interpret 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.
  • Ability to calculate figures and amounts such as discounts, interest, and payments. 
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
  • To perform this job successfully, an individual should have proficient knowledge of Windows and Microsoft Office software (Notes, Word, and Excel) and advanced keyboarding and ten-key skills.
  • The ability to define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources.
  • Individual writes clearly and concisely with little need for editing (includes spelling and grammar). Expresses self in speech as to be clearly and completely understood; supports a favorable environment for open communication; addresses concerns or problems in an open non-defensive manner; conveys self-confidence and knowledge of subject in speaking to customers. Is attentive and transmits correct information to appropriate people; accepts constructive feedback.
Contact Information