Universal Banker II

Peoples-Bank; Chicago (IL); On-site; USD 34,000 - 52,000; Full time

Job summary

Peoples Bank is seeking a customer-focused teller to provide prompt service to customers and employees. You will handle deposits, loan payments, and cash transactions while ensuring accuracy and confidentiality.

The role requires outgoing, sales-oriented behavior and the ability to work independently or in a team. Responsibilities include opening new accounts, handling complex inquiries, and referring additional bank products.

Qualifications

• High school diploma or equivalent required.
• One year of retail banking experience required.
• Six months of new account experience required.
• Experience with Microsoft Office Suite required.
• Must have smartphone (iOS or Android) compatible with IT security guidelines.

Responsibilities

• Processes teller transactions including deposits, loan payments, checks, and cash handling.
• Counts and balances cash drawer daily and resolves discrepancies.
• Adheres to BSA/AML/OFAC policies and reports suspicious activity.
• Opens new accounts accurately and efficiently.
• Handles complex customer inquiries and cross-sell referrals in Salesforce.

Skills

Customer service

Sales skills

Teamwork

Critical thinking

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

Job Summary

Provide prompt, efficient and friendly service to ensure an excellent customer experience to all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks accurately and efficiently while remaining in compliance with the established Bank policies and procedures. These individuals will need to be outgoing, sales oriented, flexible, adaptable and results driven. They must demonstrate the ability to work independently and with a team, make sound decisions and use critical thinking skills.

Duties and Responsibilities

• Performs all UB I duties at a proficient level including, but not limited to the following items:
  • Processes all teller line transactions at a proficient level; including but not limited to accepting deposits and loan payments, verifying cash and endorsements, cashing checks, issuing official checks and potentially including providing overrides and approvals
  • Counts and balances the cash drawer daily, taking proactive steps to identify and resolve discrepancies when the balance is off
  • Follows BSA/AML/OFAC policies and/or procedures to report any suspicious activity
  • Always maintain integrity, including keeping all Bank business and information confidential
• Opens new accounts for customers accurately and efficiently
• Handles more complex customer inquiries and requests
• Demonstrates strong sales skills. Routinely seeks to refer additional products when appropriate and documents referrals in Salesforce (includes referrals to other lines of business)
• Moves seamlessly through the banking center acting in a variety of roles as necessary
• Adapts easily to meet all needs
• Participates in Bank and Team activities
• May seek additional responsibilities such as internal committee involvement or corporate initiatives
• May serve as backup to manager in their absence
• May possess ability to effectively mentor others

Qualifications

• High school diploma or its equivalent
• One year of retail banking experience required
• Six months of new account experience required
• Experience with Microsoft Office Suite required
• Must have smartphone (iOS or Android) that is able to support security features required by the Bank's IT security guidelines

ABOUT US

For over a century, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey.

Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents.

At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn.

For more information on benefits visit the Careers page of our company website at https://www.ibankpeoples.com/resources/careers.

Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Equal Housing Lender/ Member FDIC