Universal Banking Specialist II
1 week ago
Key Responsibilities
- Efficiently handles all customer transactions, ensuring accuracy and compliance.
- Proactively engages with clients to assess their needs and recommends suitable products and services.
- Facilitates the opening of new accounts and addresses complex customer inquiries with ease.
- May assist in processing loan applications, holding an NMLS number.
- Responsible for auditing, testing, and reporting activities.
- Manages vault transactions, including balancing and other essential daily operations.
- Oversees the opening and closing of the banking center, including all end-of-day procedures.
- Ensures all operational tasks of the banking center are completed effectively.
- Possesses knowledge of the Bank's security systems and actively participates in testing alarms.
- Assists in the preparation of all necessary reports.
- Exhibits strong sales capabilities, consistently seeking referral and cross-selling opportunities across various business lines.
- Adaptively fulfills multiple roles within the banking center to meet operational needs.
- Engages in Bank and Team initiatives.
To excel in this role, candidates must demonstrate the ability to perform each duty and responsibility at a satisfactory level or higher, while exhibiting accuracy, alertness, good judgment, courtesy, tact, and patience. The qualifications listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be provided to enable individuals with disabilities to fulfill the duties and responsibilities.
EDUCATION and/or EXPERIENCE
- High school diploma or equivalent.
- Preferred: Minimum of 1 year in banking, though not mandatory.
- Preferred: 2+ years of experience in Customer Service and Sales.
Peoples Bancorp (OH) has a long-standing tradition of commitment to customer service, empowering our communities to thrive while continuously supporting our members. Our logo reflects our dedication to financial excellence, innovative technology, and enhancing the customer experience.
Headquartered in Ohio, Peoples Bancorp (OH) provides a comprehensive range of consumer, business, and wealth management solutions, along with state-of-the-art digital banking services. With numerous conveniently located banking centers, we maintain a tradition of delivering exceptional performance to our valued clients.
At Peoples Bancorp (OH), we are passionate about fostering success within our customer base and communities. Guided by our core values of Stability, Integrity, Community, and Excellence, we strive to build strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an outstanding customer experience at every interaction.
Peoples Bancorp (OH) is an Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.
Equal Housing Lender / Member FDIC
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