Relationship Banking Specialist

Peoples-Bank; Charleston (WV); On-site; USD 36,000 - 48,000; Full time

Job summary

Peoples Bank in Charleston, WV seeks a Universal Banker to deliver exceptional service and support customers with deposits, loans, and everyday banking needs.

You will open deposit accounts, handle CSR transactions, promote bank products, and refer customers to specialists. This role emphasizes teamwork, accuracy, and regulatory compliance.

Applicants should have at least a high school diploma and customer service experience; occasional travel to other branches may be required.

Qualifications

• High School Diploma or GED.
• At least 1 year of customer service experience.
• Strong computer skills and familiarity with Windows and MS Office.
• Excellent verbal and written communication.
• Reliable transportation and ability to lift up to 25 lbs.
• Willingness to travel to other branches as needed.

Responsibilities

• Deliver superior customer service at the branch.
• Open deposits, process CSR transactions, and cross-sell bank products.
• Generate and execute consumer loans and referrals.
• Maintain confidentiality and balance daily transactions.
• Meet or exceed sales referral goals and document activities in Salesforce.
• Refer customers to appropriate partners to meet financial needs.

Skills

Customer service

Sales skills

Communication

Team player

Attention to detail

Problem solving

Education

High School Diploma or GED

Tools

Salesforce

Windows

Microsoft Office

Job description

Peoples Bank in Charleston, WV seeks a Universal Banker to deliver exceptional service and support customers with deposits, loans, and everyday banking needs.

You will open deposit accounts, handle CSR transactions, promote bank products, and refer customers to specialists. This role emphasizes teamwork, accuracy, and regulatory compliance.

Applicants should have at least a high school diploma and customer service experience; occasional travel to other branches may be required.