Client Services Representative
1 week ago
Are you considering a career change or starting your professional journey with a dynamic organization that boasts an award-winning culture? You have come to the right place. Join us as we strive to be the Best Community Bank in America. Our guiding principle is Working Together. Building Success. By becoming a part of Peoples Bank, we will collaborate to help you achieve your career aspirations, just as we assist countless clients in reaching their financial objectives.
Peoples Bank stands among the top 150 banks in the United States, operating 130 full-service branches across multiple states. We also maintain Specialty Finance offices in various locations. As a community-focused bank, we dedicate our resources to enhancing our neighborhoods. The Peoples Bank Foundation has made significant contributions to local organizations, reflecting our commitment to community support.
We take pride in our national recognitions that highlight our exceptional company culture and affirm our status as a preferred banking institution:
- American Banker Best Banks to Work For
- Top Workplaces USA national award
- Newsweek's America's Best Banks
Our associates are responsible for embodying 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. Our objective is to support your success; therefore, reliability in attendance and actively pursuing performance goals are essential for contributing to the success of both your team and the organization.
Position Overview
This role is dedicated to delivering outstanding service to our clients in alignment with Peoples Bank policies. Responsibilities include opening deposit accounts, processing transactions, promoting bank products and services, assisting clients with maintenance requests, and resolving service issues. This position plays a crucial role in helping the branch achieve its objectives while providing top-tier customer service.
Key Responsibilities
- Provide exceptional customer service with a friendly attitude and a proactive approach.
- Build and maintain the customer base, ensuring timely and responsive communication.
- Safeguard customer confidentiality and trust.
- Engage customers to identify their needs and refer them to appropriate associates.
- Maintain accurate balancing and error records, addressing discrepancies as needed.
- Process deposits and verify transaction details.
- Adhere to operational standards for security and compliance.
- Complete all required training on bank policies and procedures.
- Meet or exceed sales referral goals while maintaining product knowledge.
- Utilize problem-solving skills to address customer inquiries effectively.
- Conduct outreach to clients and prospects to meet branch calling goals.
- Participate in special projects as assigned.
- High School Diploma or GED; one to two years of relevant experience or training.
- Ability to thrive in a fast-paced environment with attention to detail.
- Proficient in Microsoft Office applications.
- Strong verbal and written communication skills.
- Professional demeanor and positive attitude.
- Team-oriented mindset.
- Reliable transportation and willingness to travel as needed.
- Trustworthy and committed to confidentiality.
- High School Diploma or GED; up to two years of related experience or training.
- Reliable transportation.
- Willingness to travel for training and meetings as necessary.
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