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Personal Banker

3 months ago

Washington, United States Peoples Bancorp (OH) Full time
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/

Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization.

Job Purpose:

This is a professional selling position in retail banking with accountability to attract new relationships and retain existing relationships.

Job Duties:

Responsible for proactively meeting customer financial needs through direct sales and referrals - while delivering world class service. The PB I will execute their daily customer interaction in person, on the telephone or video device and at periodic outside venues - using the Peoples Bank sales process - which is rooted in ethical needs-based solution-oriented selling. They will be accountable for specific monthly production goals - of Peoples products and services including:
  • Loans, deposits and access to their information via multiple platforms including mobile banking. Additionally, a PB I will need to identify needs and refer to expert partners to include mortgage solutions, retirement solutions and several other non-traditional bank solutions.
  • 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.
  • 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 exceeding 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.
  • 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 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 P1 system.
  • Ability to interpret data to evaluate for acceptable lending ratios and product and service opportunities.
  • Consistently meet sales goals.
  • The PB has a primary responsibility to uncover customers' financial needs, anticipate future needs and provide recommendations that will ethically better the customer's financial life.
  • Will perform special projects as assigned.
Education, Experience and Job Skills:
  • Minimum 1 year of needs-based sales experience.
  • Prior job experience with extensive customer contact is required.
  • Must be a flexible team player with excellent oral and written communication, customer service and cross-selling skills.
  • Must be able to establish and maintain working relationships with partners at their location and via telephone.
  • Must be a decision maker with well-developed interpersonal skills to represent the Bank positively in dealing with customers.
  • 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
  • Must be able to pass background and credit standards to hold NMLS credentials.
  • Must have ability to learn computer and mobile device application quickly.
  • Trustworthy and confidential behavior is essential in this role.
  • 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 month to two years related experience and/or training; or equivalent combination of education and experience.
  • Minimum 1 year of needs-based sales 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.


The salary range listed for this role represents the starting base pay opportunity for this position, not including any bonus or incentive compensation. Peoples Bank considers several factors when extending an offer of employment, including but not limited to, the role and associated responsibilities, a candidate's work experience, education/training, key skills, and internal equity. Additionally, this position may be eligible for bonus or incentive compensation based on performance and other factors. For information regarding employee benefits, please visit the Peoples Bank website here.

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.