Universal Banker

Peoples Bank; St. Matthews (KY); On-site; USD 30,000 - 45,000; Full time

Benefits offered by this job

401(k) with employer match

Employee stock purchase plan

Tuition reimbursement

Paid vacation & holidays

Job summary

Peoples Bank in the United States is seeking a customer-focused professional to deliver excellent service in our branch network. You will open deposit accounts, process CSR transactions, and actively promote banking products to meet customer needs while building long‑term relationships.

This role requires a High School Diploma or GED, at least one year in customer service, strong communication, computer skills, and the ability to travel to other branches as needed.

Qualifications

• High School Diploma or GED is required.
• At least 1 year of customer service experience.
• Ability to work accurately in a fast-paced environment.
• Proficient in basic computer operations and Microsoft Office.
• Strong verbal and written communication skills.
• Reliable daily transportation.
• Willingness to travel to other branches as needed.
• Must pass background and credit standards for NMLS credentials.
• Ability to lift up to 25 lbs.
• Must be able to stand for long periods.

Responsibilities

• Deliver excellent customer service in branches.
• Open deposit accounts and handle CSR transactions.
• Sell and cross-sell bank products and services.
• Process consumer loans and related transactions.
• Maintain confidentiality and accuracy in balancing.
• Resolve customer issues and provide timely follow-up.
• Make sales calls to meet referral goals.
• Keep training current on bank policies and procedures.
• Refer customers to business partners for additional needs.
• Follow security, risk, and compliance standards.

Skills

Customer service

Sales

Communication

Banking knowledge

Microsoft Office

Organization

Education

High School Diploma or GED

Tools

Salesforce

Microsoft Excel

Computer literacy

Job description

Thinking of changing jobs or starting a career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together, Building Success.

Peoples Bank is one of the largest 150 banks in the United States, with 130 full-service branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland, and specialty finance offices in Minnesota, Missouri, and Vermont. We pride ourselves as a community bank dedicated to improving our communities.

• American Banker Best Banks to Work For (2021-2025)
• Top Workplaces USA national award (2022-2026)
• Newsweek’s America’s Best Banks (2023-2024)
• Newsweek’s America’s Greatest Workplaces (2024-2025)
• Forbes America’s Best Banks (2024-2025)
• Forbes Best-in-State Banks (2020, 2021, 2025)
• TIME’s America’s Growth Leaders 2026 award winner

We offer a benefits package that includes a 401(k) plan with employer match, employee stock purchase plan, educational assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, holidays, and more.

Job Purpose

The position provides excellent service to customers in accordance with Peoples Bank policies. Responsibilities include opening deposit accounts, handling CSR transactions, selling and cross-selling bank products and services, generating and executing consumer loans, and resolving customer service issues. The role engages in sales and service activities in branch locations, contributing directly to the success of the banking center by recognizing and uncovering opportunities to make sales referrals.

Job Duties

• 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 customers using names, maintain knowledge of account ownership, and respond promptly to correspondence and problem resolution.
• Maintain trust and confidentiality of all customer business.
• Ensure accuracy of balancing and error record; find and correct outages; enlist help as needed for difficult errors.
• Process complex multi‑step transactions.
• Research and offer solutions to resolve customer issues, using knowledge of the organization to identify helpful resources; provide follow‑up on resolution.
• Receive checks and cash for deposit to savings and checking accounts, verify deposit amounts, and examine checks for endorsement and negotiability.
• Acquire, use, and maintain consumer lending product knowledge to generate and execute consumer loans, lines, and deposit products.
• Be self‑motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members professionally.
• Turn service encounters into dialogue‑based meetings to uncover other needs.
• Consistently meet or exceed sales referral goals set by management; maintain a comprehensive working knowledge of all products and services offered.
• Initiate conversations to uncover customer needs and effectively refer customers to business partners for selling and cross‑selling products.
• Consistently complete required training for all bank and branch policies and procedures.
• Interpret documents such as safety rules, account documents, operating and maintenance instructions, consumer loan documents, and procedure manuals; speak effectively before groups of customers or employees.
• Define and offer solutions to resolve problems; use knowledge of the organization to identify helpful resources.
• Follow operational standards regarding security, risk management, and compliance.
• Make sales calls via phone or Zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch, recording those calls in Salesforce.
• Interpret data to evaluate acceptable lending ratios and product/service opportunities.
• Meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs.
• Maintain Retail Branch Standards, including dress code.
• Perform special projects as assigned.

Education, Experience and Job Skills

• High School Diploma or GED.
• Minimum 1‑year work‑related experience in customer service.
• Ability to work in a fast‑paced environment with a high degree of accuracy and close attention to detail.
• Proficient in basic computer operations and standard applications; quickly learn and navigate job‑specific software.
• Proficient knowledge of Windows and Microsoft Office (Word and Excel).
• Excellent verbal and written communication skills.
• Positive and professional attitude.
• Proven team player.
• Daily reliable transportation.
• Requires consistent standing; bending or squatting may be required to access night drops, coin machines, vaults, ATM, etc., based on branch setup.
• Ability to lift up to 25 lbs consistently.
• Willingness to travel for internal education and meetings, which may include overnight stays; travel also required to fill in at other branches as needed.
• Must pass background and credit standards to hold NMLS credentials.
• Trustworthy and confidential behavior is essential in this role.

Basic Qualifications

• High School Diploma or GED.
• Minimum 1‑year work‑related experience in customer service.
• Daily reliable transportation.
• Requires consistent standing; bending or squatting may be required to access night drops, coin machines, vaults, ATM, etc., based on branch setup.
• Ability to lift up to 25 lbs consistently.
• Willingness to travel for internal education and meetings, which may include overnight stays; travel also required to fill in at other branches as needed.

Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact [e-mail] to ask for an accommodation, alternative application process, or other inquiries.