Universal Banker I - Teller

About the position

This position will be responsible for providing excellent service to our customers in accordance with Peoples Bank policies. Will have the ability to open deposit accounts, process complex multi-step teller transactions, sell bank products and services, assist customers with maintenance requests, and resolve customer service issues. Will be responsible for uncovering additional customer needs and referring them to the appropriate business partner. This is a sales and service role and is vital in helping the branch obtain goals, while providing industry leading customer service.

Responsibilities

• Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times.
• Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution.
• Maintain a position of trust and responsibility by keeping all customer business confidential.
• Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability.
• Will be responsible for processing complex multi-step teller transactions.
• Must have the ability to research and offer solutions to resolve customer issues by using knowledge of the organization to identify helpful resources. Will provide follow up to customer on resolution.
• Initiate conversations to uncover customer needs, referring customers to platform associates within the branch, and meeting established referral goals.
• Make sales calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording these activities in Salesforce.
• Consistently meeting or exceeding sales referral goals as set by management. Maintain a well-developed working knowledge of the complete line of products and services offered.
• Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for errors that are more difficult.
• Will be responsible for following operational standards regarding security, risk management, and compliance.
• Consistently completes required training for all bank and branch policies and procedures.
• Must be able to meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs.
• Responsible for meeting Retail Branch Standards which includes dress code.
• Will perform special projects as assigned.

Requirements

• High School Diploma or GED.
• Minimum 1-year related work experience in customer service.
• Ability to work in a fast-paced environment with a high degree of accuracy and close attention to detail.
• Proficient knowledge of Windows and Microsoft Office software (Notes, Word, and Excel).
• Excellent verbal and written communication skills.
• Positive and professional attitude.
• Proven team player.
• Trustworthy and confidential behavior is essential in this role.
• Daily reliable transportation.
• Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up.
• Must be able to lift up to 25 lbs. consistently.
• Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed.

Benefits

• 401(k) retirement plan with an employer match
• Employee stock purchase plan
• Various education assistance programs such as student loan and tuition paydown/reimbursement
• Paid vacation and holidays