Retail Support Personal Banker

Peoples-Bank; Newton (NC); On-site; USD 42,000 - 64,000; Full time

Job summary

Peoples-Bank seeks a customer-focused representative to engage with customers about financial needs and to recommend and document appropriate accounts and services. The role involves cross-sell referrals to business partners and extensive travel within the service area.

The ideal candidate will have 1–3 years in branch banking or retail customer service, strong communication skills, good math/numerical accuracy, and proficiency with computers and office equipment. High school diploma required.

Qualifications

• One to three years of experience in branch banking, retail sales or general customer service.
• Strong customer service, communication and organizational abilities.
• Ability to assess customer needs and identify cross-sales opportunities.

Responsibilities

• Deliver exceptional customer service, engaging customers about their financial needs and our services.
• Recommend, open, and document appropriate accounts and related services.
• Refer customers to business partners for cross-sell opportunities.
• Able to travel extensively by automobile to service customers within the assigned market area.

Skills

Customer service

Sales skills

Communication

Organizational skills

Basic math

Computer skills

Education

High School Diploma

Associate or Bachelor’s in Business or equivalent experience

Job description

Deliver Exceptional Customer Service including engaging customers about their financial needs and our services. Recommend, open, and document appropriate accounts and related services. Recommend other appropriate products and services offered by Peoples Bank and make referrals to business partners. Supports Peoples Bank goals, mission statement, new initiatives, and customer-focused sales culture.Required Education/Knowledge:High School Diploma required.Equivalent of Associates to Bachelor’s degree in Business, or equivalent experience a plus.One to three years of experience in branch banking, retail sales or general customer service.Knowledge, Skills & Abilities:Excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customer and employees.Strong communication and organizational skillsStrong sales skills and ability to assess customer needs and identify appropriate cross-sales opportunities.Basic math skillsDetail oriented with a high degree of accuracyCompetence with computers, telephones, and other office machinery.Able to travel extensively by automobile to service customers within the assigned business center market area.