Financial Concierge & Branch Experience Specialist

Peoples Security Bank & Trust Company; Central City (KY); On-site; USD 32,000 - 42,000; Full time

Job summary

Peoples Security Bank & Trust Company in Central City, Kentucky seeks a customer-focused banking professional to support branch sales and service. You will handle daily transactions, assist customers in person or virtually, and help protect assets through adherence to policy and procedures.

The role emphasizes teamwork, cross-selling deposits, loans, and cash management services, with a strong emphasis on compliance and accurate processing.

Qualifications

• High school diploma or equivalent required.
• Associate’s degree or General Banking Diploma preferred.
• Training in customer service, polite and effective communication practices, and relationship building needed.
• Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media).
• Good interpersonal relationship skills; strong problem solving skills; sound knowledge of branch transactional tasks and operations; conversant in bank’s products and services.

Responsibilities

• Processes various customer transactions accurately and compliantly.
• Balances cash drawer, night deposits, and services the ATM; supports vault-related duties.
• Protects customer and bank assets by following policy and keeping up with regulations.
• Provides exemplary customer service and addresses questions regarding deposits, loans, and fees.
• Refers clients to appropriate partners to meet needs for deposits, loans, cash management, merchant, or wealth management services.
• Collaborates with branch sales/service team to achieve bank objectives.

Skills

Effective communication

Interpersonal skills

Problem solving

Relationship building

Cross-channel communication

Education

High school diploma or equivalent

Associate’s degree or General Banking Diploma preferred

Tools

Banking software

Job description

Peoples Security Bank & Trust Company in Central City, Kentucky seeks a customer-focused banking professional to support branch sales and service. You will handle daily transactions, assist customers in person or virtually, and help protect assets through adherence to policy and procedures.

The role emphasizes teamwork, cross-selling deposits, loans, and cash management services, with a strong emphasis on compliance and accurate processing.