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Universal Banking Specialist II
2 months ago
Key Responsibilities
- Efficiently handles all customer transactions, including necessary overrides and approvals.
- Actively engages with clients to identify their needs and recommend suitable products and services.
- Facilitates the opening of new accounts and adeptly addresses complex customer inquiries.
- May assist in processing loan applications with the required NMLS number.
- Responsible for auditing, testing, and reporting activities.
- Manages vault transactions, ensuring accurate balancing and completion of daily requirements.
- Oversees the opening and closing of the banking center, including all end-of-day procedures.
- Handles all operational tasks of the banking center efficiently.
- Possesses knowledge of the Bank's security protocols and proactively tests alarm systems.
- Assists in the preparation of all necessary reports.
- Exhibits strong sales capabilities, consistently seeking referral and cross-selling opportunities across various business lines.
- Adaptably fulfills various roles within the banking center to meet operational needs.
- Participates in bank and team initiatives.
To excel in this role, candidates must demonstrate the ability to perform each responsibility at a satisfactory level, showcasing accuracy, attentiveness, sound judgment, courtesy, tact, and patience. The qualifications outlined are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made 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.
For over a century, Peoples Bank has been a pillar of customer commitment, empowering our communities and continuously supporting our members. As a proud Finward Company, our logo reflects our steadfast dedication to financial excellence, innovative technology, and enhancing the customer experience.
Headquartered in Munster, Indiana, Peoples Bank 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 across Northwest Indiana and Chicagoland, we maintain a tradition of delivering exceptional service to our valued clients.
At Peoples Bank, we are passionate about fostering success within our customer base and communities. Grounded in our core values of Stability, Integrity, Community, and Excellence, we are dedicated to building strong partnerships with our customers and communities to facilitate their financial success. Through innovative engagement and technology, we strive to ensure an outstanding customer experience at every interaction.
Peoples is an Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.
Equal Housing Lender / Member FDIC