Job Summary
Provide prompt, efficient, and friendly service to ensure an Excellent Customer Experience for all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks accurately and efficiently while remaining in compliance with the established Bank policies and procedures. These individuals will need to be outgoing, service - oriented, flexible, adaptable and love helping people. They must demonstrate the ability to work independently and with a team, make sound decisions and use critical thinking skills.
Duties and Responsibilities
- Processes all customer transactions at a proficient level - including providing overrides and approvals.
- Own and work towards resolution of customer issues in a timely, efficient manner.
- Regularly engage customers to understand needs and make appropriate product and service recommendations.
- Easily assists customers with routine questions and account maintenance requests.
- Open and close banking center (including all end of day processing).
- Assist in daily operational activities of the banking center including, but not limited to vault transactions, vault balancing, and end of day banking center balancing.
- Comply with and complete training for all required Regulations.
- Completes required reports accurately and timely.
- Begin to learn new account basics and more complex customer inquiries and transactions.
- Maintain knowledge of all products and services offered, taking responsibility to remain updated.
- Take ownership of own development, requesting assistance when necessary.
- Represent Peoples Bank professionally at all times.
Qualifications
To perform this job successfully, an individual must be able to perform each duty and responsibility at a satisfactory level or above as well as exercise accuracy, alertness, good judgment, courtesy, tact, and patience. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the duties and responsibilities.
This individual must possess a high attention to detail along with self-motivation. Must be adaptable to change and willing to fully adopt new systems, processes and procedures.
EDUCATION and/or EXPERIENCE
- High school diploma or its equivalent.
- 1 year of customer service and/or sales experience preferred.
ABOUT US
For over a century, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey.
Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With 26 conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents.
At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn.
Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Equal Housing Lender/ Member FDIC
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