Retail Banking Representative II

Peoples State Bank; Town of Bloomington (WI); Vor Ort; USD 38.000 - 48.000; Vollzeit

Zusammenfassung

Peoples State Bank in Town of Bloomington, WI, is seeking a Retail Banking Representative II to provide superior customer service and accurate transaction processing. The role focuses on enhancing customer relationships by referring customers to new products and services and opening basic and complex accounts to help customers reach their financial goals.

Responsibilities include performing teller transactions, handling deposits, processing payments, wire transfers, and account maintenance while

Qualifikationen

• High School diploma or GED.
• At least 1 year of clerical/administrative experience.
• Detailed understanding of banking services and products.
• Strong attention to detail with a focus on accuracy.

Aufgaben

• Perform teller transactions and process new deposit account requests.
• Process customer service requests such as stop payments, wire transfers, and account maintenance.
• Identify current and future financial needs and refer customers to new products and services.
• Adhere to bank policies, procedures, and compliance standards.
• Maintain confidentiality of customer information and participate in branch upkeep and training.

Kenntnisse

Customer service

Attention to detail

Communication skills

Ausbildung

High School diploma or GED

Tools

Business Process Manager

Jobbeschreibung

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Retail Banking Representative II

Full Time Non-Exempt Customer Service Bloomington, WI, US

15 days ago Requisition ID: 1106

PSB Core ValuesP 3 ACT

Professional – We maintain a professional workplace and strive for professional interactions.

Passionate – We are motivated, curious, and industrious.

Positive – We take pride but are humble, always extending trust to earn it.

Accountable – We take ownership on behalf PSB, making no excuses under any circumstance.

Customer-Focused – We ask “how do we get to yes?” – before saying “no.”

Team-Oriented – We protect our culture, treat each other with respect, and put the team before self.

Job Description

Position Summary

This position will provide customers with superior and quality customer service while performing efficient and accurate transaction processing. Enhancing customer relationships by referring customers to new products and services and open basic and complex accounts offered by the bank to achieve our customer’s goals.

Role and Responsibilities

• Perform teller transactions, process new deposit account requests as necessary
• Perform additional responsibilities to include customer service requests such as processing stop payments, wire transfers, processing special instructions on accounts and processing account maintenance requests.
• Actively work with clients to identify current and future financial needs, and effectively offer solutions either directly or indirectly through referrals
• Resolves customer complaints and overcomes concerns related to deposit account transactions
• Adhere to bank policies and procedures
• Adhere to compliance standards and regulations
• Maintain confidentiality of customer information and activities
• Promote and achieve accuracy and quality in branch work
• Become proficient with job-related systems, especially Business Process Manager, and equipment
• Participate in the general upkeep and appearance of the Branch
• Participate in available training opportunities
• Understands and complies with Bank mission and vision.
• Specialize in the new account process with advanced growth in consumer, business, IRA’s, HSA, and Estate accounts
• Saturday rotation scheduled may be included
• Assist other branches during periods of staff shortage
• Other duties as assigned

Qualifications and Education Requirements

• High School diploma or GED
• Minimum of one-year related clerical/administrative experience or training
• Detailed understanding of banking services and products.
• Strong attention to detail, with a focus on accuracy and quality of work
• Handle changing priorities in a deadline-oriented environment
• Strong verbal and written communication skills

This job description does not state or imply the only duties and responsibilities assigned to this job. Employee holding this job will be required to perform any other job-related duties requested by management. All job requirements are subject to possible modification to reasonably accommodate individuals with a disability. Peoples State is an Equal Opportunity Employer.