Job Description
This is a great opportunity for a Universal Banker II!
Duties And Responsibilities
• Processes all customer transactions at a proficient level - including providing overrides and approvals.
• Regularly engage customers to understand needs and make appropriate product and service recommendations.
• Opens new accounts and easily handles more complex customer inquiries.
• May process loan applications with NMLS number.
• Responsible for auditing, testing and reporting.
• Process vault transactions - including balancing and all other required daily transactions.
• Open and close banking center (including all end of day processing).
• All required operational activities of the banking center.
• Has knowledge of the Bank's security system and is proactive in testing alarms.
• Assists in completing all required reports.
• Demonstrates strong sales skills. Routinely seeks referral and cross-sell opportunities - including to other lines of business.
• Moves seamlessly through the banking center acting in a variety of roles as necessary - adapts easily to meet all banking center needs.
• Participates in Bank and Team activities.
Qualifications
To perform this job successfully, an individual must be able to perform each duty and responsibility at a satisfactory level or above as well as exercise accuracy, alertness, good judgment, courtesy, tact, and patience. The requirements listed are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the duties and responsibilities.
EDUCATION And/or EXPERIENCE
• High school diploma or its equivalent.
• Minimum 1 year of banking preferred, but not required.
• 2+ years of Customer Service and Sales experience preferred.
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 26 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.
Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Equal Housing Lender / Member FDIC
Duties And Responsibilities
• Processes all customer transactions at a proficient level - including providing overrides and approvals.
• Regularly engage customers to understand needs and make appropriate product and service recommendations.
• Opens new accounts and easily handles more complex customer inquiries.
• May process loan applications with NMLS number.
• Responsible for auditing, testing and reporting.
• Process vault transactions - including balancing and all other required daily transactions.
• Open and close banking center (including all end of day processing).
• All required operational activities of the banking center.
• Has knowledge of the Bank's security system and is proactive in testing alarms.
• Assists in completing all required reports.
• Demonstrates strong sales skills. Routinely seeks referral and cross-sell opportunities - including to other lines of business.
• Moves seamlessly through the banking center acting in a variety of roles as necessary - adapts easily to meet all banking center needs.
• Participates in Bank and Team activities.
Qualifications
To perform this job successfully, an individual must be able to perform each duty and responsibility at a satisfactory level or above as well as exercise accuracy, alertness, good judgment, courtesy, tact, and patience. The requirements listed are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the duties and responsibilities.
EDUCATION And/or EXPERIENCE
• High school diploma or its equivalent.
• Minimum 1 year of banking preferred, but not required.
• 2+ years of Customer Service and Sales experience preferred.
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 26 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.
Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Equal Housing Lender / Member FDIC
💡 Quick Summary
Seeking a career-building opportunity? The Universal Banker II - Westmont position is now open for candidates interested in the Bank Jobs sector. This role in Westmont offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
