Customer Service Banking Specialist
2 weeks ago
Position Overview
As a Customer Service Banking Specialist, you will deliver prompt, efficient, and courteous service to ensure an outstanding experience for all clients and team members. You will recognize clients' needs and provide recommendations for suitable banking products and services. It is essential to perform all responsibilities accurately and efficiently while adhering to established banking policies and procedures. The ideal candidate will be personable, service-oriented, flexible, and passionate about assisting others. They should demonstrate the ability to work independently and collaboratively, make informed decisions, and apply critical thinking skills.
Key Responsibilities
- Process all client transactions proficiently, including necessary overrides and approvals.
- Take ownership of client issues and work towards timely resolutions.
- Engage with clients regularly to assess their needs and suggest appropriate products and services.
- Assist clients with routine inquiries and account maintenance requests with ease.
- Open and close the banking center, including all end-of-day procedures.
- Support daily operational tasks of the banking center, including vault transactions, balancing, and end-of-day reconciliations.
- Comply with and complete training for all required regulations.
- Accurately and promptly complete necessary reports.
- Begin to learn the fundamentals of new accounts and more complex client inquiries and transactions.
- Maintain up-to-date knowledge of all products and services offered.
- Take initiative in personal development, seeking assistance when needed.
- Represent Peoples Bancorp professionally at all times.
To succeed in this role, an individual must effectively perform each duty and responsibility at a satisfactory level or higher while demonstrating accuracy, attentiveness, good judgment, courtesy, tact, and patience. The qualifications listed below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the duties and responsibilities.
The candidate must possess a keen attention to detail and self-motivation. Adaptability to change and a willingness to embrace new systems, processes, and procedures are essential.
Education and Experience
- High school diploma or equivalent.
- Preferred: 1 year of experience in customer service and/or sales.
For over a century, Peoples Bancorp has been a pillar of customer commitment, aiding our communities in thriving and continuously supporting our community members. Our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and enhancing the customer journey.
Peoples Bancorp offers a comprehensive range of consumer, business, and wealth management solutions, alongside innovative digital banking services. We uphold a tradition of delivering exceptional performance to our valued clients.
At Peoples Bancorp, we are driven by a passion for fostering success within our client base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our clients and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn.
Peoples Bancorp is an Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.
Equal Housing Lender/ Member FDIC
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