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Universal Banker Operations Specialist Supervisor

3 months ago


Charleston, United States Peoples Bank Full time
Job DescriptionJob Description

Build Your Future Here:

Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.

Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception.

We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:

  • American Banker Best Banks to Work For in 2021, 2022, and 2023
  • Top Workplaces USA national award in 2022, 2023, and 2024
  • Newsweek's America's Best Banks 2023, and 2024

At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 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 and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/

Job Purpose:

This position is responsible for the management of the day-to-day operations of the branch teller area and the direct supervision of the Universal Banker I roles. Will serve a vital role in helping the branch obtain goals, by coaching and developing new and veteran tellers by teaching new skills, expanding knowledge, and assisting the Branch Manager with bank expectations and standards.

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 in accordance with Bank policies. Will be responsible for uncovering additional customer needs and referring them to the appropriate business partner.

Job Duties:

  • Lead by example.
  • Will be responsible for the management of the day-to-day operations of the branch teller line and the direction supervisor Universal Banker I roles. Duties include: branch teller line scheduling to ensure proper coverage, meeting referral goals, and overseeing of operational standards.
  • Tasked to be the point person for audit preparation based on the Retail Standard Operating Procedures (RSOP). Responsible for ensuring team is not only following procedures, but educated on any updated or changes in policy and procedures.
  • This position will work with the manager to ensure that the branch will successfully pass any and all audits.
  • Will be responsible for preparation and completion of quarterly and annual reviews of direct reports.
  • Will be responsible for coaching, developing and providing performance feedback which may includes disciplinary action (when applicable).
  • Monitor performance and report to management.
  • Will assist Branch Manager with hiring of branch teller line staff.
  • Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times.
  • 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.
  • Must have the ability to define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources.
  • 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.
  • 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.
  • Trustworthy and confidential behavior is essential in this role.
  • Proficient knowledge of Windows and Microsoft Office software (Notes, Word, and Excel).
  • Excellent verbal and written communication skills.
  • Positive and professional attitude.
  • Ability to address and coach co-workers to be better.
  • Client focused.
  • Proven Team Player.
  • Reliable transportation.
  • 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.

Basic Qualifications:

  • High School Diploma or GED; 1 months to two years related experience and/or training; or equivalent combination of education and experience.
  • Reliable transportation.
  • 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.


Equal Opportunity Employer M/F/Disabled/Vet;

If you are unable to complete this application due to a disability, contact humanresources@pebo.com to ask for an accommodation, alternative application process or other inquires.