Customer Service Banking Associate
2 months ago
Shape Your Career with Us:
Are you considering a career change or looking to start your professional journey with a reputable organization that values its employees? You’ve come to the right place. Join us in our mission to become the premier community bank in the nation. Our guiding principle is Working Together. Building Success. At Peoples Bank, we collaborate to help you achieve your career aspirations, just as we assist countless clients in reaching their financial objectives.
Peoples Bank stands as one of the largest financial institutions in the United States, operating full-service branches across multiple states. We also maintain Specialty Finance offices in various locations. As a community-focused bank, we are committed to enhancing the quality of life in our neighborhoods. The Peoples Bank Foundation has made significant contributions to local organizations, showcasing our dedication to community support.
We take pride in our national recognition for fostering a positive workplace culture:
- American Banker Best Banks to Work For
- Top Workplaces USA national award
- Newsweek's America's Best Banks
At Peoples Bank, we recognize that life encompasses more than just work. We understand that a supportive work environment and comprehensive employee benefits can greatly enhance an associate's quality of life. Therefore, we strive to offer an attractive benefits package, including a retirement plan with employer matching, employee stock purchase options, and various educational assistance programs. For more details on our benefits, please visit our careers page.
Our associates are expected to embody the culture and values of our organization. This involves fostering a positive and collaborative work atmosphere, consistently acting with integrity and professionalism, and delivering exceptional customer service. Your success is our priority; thus, being dependable in your attendance and actively pursuing your performance goals will be essential to your contribution to the team's achievements and the organization's overall success.
Position Overview
This role is pivotal in delivering outstanding service to our clients while adhering to Peoples Bank policies. Responsibilities include opening deposit accounts, processing transactions, promoting bank products and services, assisting with customer inquiries, and resolving service-related issues. Additionally, you will identify further customer needs and refer them to the appropriate departments, playing a crucial role in helping the branch meet its objectives while providing top-tier customer service.
Key Responsibilities
- Provide exceptional customer service with a friendly demeanor and a proactive approach.
- Cultivate and maintain a strong customer base, addressing clients by name and responding promptly to inquiries.
- Uphold confidentiality and trust in all customer interactions.
- Engage with customers to identify their needs and refer them to the appropriate associates.
- Maintain accurate balancing and error records, addressing discrepancies as needed.
- Process deposits, ensuring accuracy in amounts and endorsements.
- Adhere to operational standards related to security and compliance.
- Complete required training on bank policies and procedures consistently.
- Meet or exceed sales referral goals set by management, demonstrating a comprehensive understanding of our products and services.
- Proactively seek solutions to customer issues, utilizing organizational resources effectively.
- Conduct outreach to clients and prospects to achieve branch calling goals.
- Undertake special projects as assigned.
Qualifications and Skills
- High School Diploma or GED; one to two years of relevant experience or training, or an equivalent combination of education and experience.
- Ability to thrive in a fast-paced environment with meticulous attention to detail.
- Proficient in Microsoft Office Suite and general computer skills.
- Strong verbal and written communication abilities.
- Positive, professional demeanor with a collaborative spirit.
- Reliable transportation is necessary.
- Willingness to travel for training and meetings, including potential overnight stays.
- Trustworthy and discreet behavior is essential in this position.
Essential Requirements
- High School Diploma or GED; one month to two years of relevant experience or training, or an equivalent combination of education and experience.
- Reliable transportation is required.
- Ability to travel for training and meetings, including potential overnight stays.
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