Traveling Teller & Customer Service Specialist

Peoples-Bank; Wilmington (OH); On-site; USD 30,000 - 36,000; Full time

Job summary

Peoples Bank seeks a Regular Full Time teller to provide excellent service, open deposit accounts, process teller transactions, sell bank products, and resolve customer issues. The role requires travel among branches to support staffing needs and maintain strong customer relationships.

Applicants should have a High School Diploma or GED and at least 1 year of customer service experience. Daily travel is expected; reliable transportation is required to reach multiple branches in the footprint.

Qualifications

• High School Diploma or GED.
• Minimum 1-year related work experience in customer service.

Responsibilities

• Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times.
• Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution.
• Maintain a position of trust and responsibility by keeping all customer business confidential.
• Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability.
• Will be responsible for processing complex multi-step teller transactions.
• Must have the ability to research and offer solutions to resolve customer issues by using knowledge of the organization to identify helpful resources.
• Initiate conversations to uncover customer needs, referring customers to platform associates within the branch, and meeting established referral goals.
• Make sales calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording these activities in Salesforce.
• Consistently meeting or exceed sales referral goals as set by management. Maintain a well-developed working knowledge of the complete line of products and services offered.
• Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for errors that are more difficult.
• Will be responsible for following operational standards regarding security, risk management, and compliance.
• Consistently completes required training for all bank and branch policies and procedures.
• Must be able to meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs.
• Responsible for meeting Retail Branch Standards which include dress code.
• Will perform special projects as assigned.

Skills

Customer service

Sales

Cash handling

Communication

Team player

Education

High School Diploma or GED

Tools

Salesforce

Job description

Peoples Bank seeks a Regular Full Time teller to provide excellent service, open deposit accounts, process teller transactions, sell bank products, and resolve customer issues. The role requires travel among branches to support staffing needs and maintain strong customer relationships.

Applicants should have a High School Diploma or GED and at least 1 year of customer service experience. Daily travel is expected; reliable transportation is required to reach multiple branches in the footprint.