Retail Banking Representative II / Float

ADP, Inc.; Town of Wauzeka (WI); On-site; USD 36,000 - 46,000; Full time

Job summary

Peoples State Bank in Wisconsin is seeking a Retail Banking Representative II / Float to deliver superior customer service while processing transactions accurately. You will assist with opening deposit accounts and refer customers to bank products to meet their goals.

The role may include Saturday rotations and requires attention to detail, strong communication, and compliance with bank policies. You will support branch operations and help clients navigate complex financial needs with a

Qualifications

• High School diploma or GED.
• Minimum of one-year related clerical/administrative experience or training.
• Understanding of banking services and products.
• Strong attention to detail and accuracy.
• Ability to handle changing priorities in a deadline-oriented environment.
• Strong verbal and written communication and outstanding customer service.

Responsibilities

• Perform teller transactions and process new deposit account requests.
• Process stop payments, wire transfers, and special instructions on accounts.
• Open basic deposit accounts – consumer individual or joint accounts with POA or PODs.
• Identify current and future financial needs and refer solutions.
• Resolve customer complaints and maintain confidentiality.
• Adhere to bank policies, compliance standards and regulations.
• Become proficient with job-related systems and equipment.
• May participate in Saturday rotation; assist other branches as requested.

Skills

Customer service

Attention to detail

Verbal communication

Written communication

Education

High School diploma or GED

Job description

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 / Float

Employee Salary Full Time Non-Exempt Customer Service Wauzeka, WI, US

2 days ago Requisition ID: 1110

PSB Core Values

P 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."

PSB Core Values

P 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.

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 new deposit accounts offered by the bank to achieve our customer’s goals.

Role and Responsibilities

• Perform teller transactions and process new deposit account requests
• 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.
• Open basic deposit accounts – consumer individual or joint accounts with POA or POD’s, Sole Proprietorship
• 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 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.
• Assist other branches as requested.
• May be included in a Saturday rotation schedule
• 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
• Outstanding customer service

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.