Universal Banker
Listed on 2026-06-18
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Sales
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance, Customer Service Rep
Build Your Future Here. Thinking of changing jobs or starting your career at a growing company with an award-winning culture? 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, and by joining Peoples Bank, we will help you achieve your career goals just like we help thousands of clients reach their financial goals.
Peoples Bank is one of the largest 150 banks in the United States with 130 full‑service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have specialty finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003.
We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank and work:
American Banker Best Banks to Work For (2021–2025), Top Workplaces USA national award (2022–2025), Newsweek’s America’s Best Banks (2023–2024), America’s Greatest Workplaces (2024–2025), Forbes America’s Best Banks (2024–2025), Forbes Best‑in‑State Banks (2020–2021, 2025), and TIME’s America’s Growth Leaders (2026).
We provide a benefits package that includes a 401(k) retirement plan with an employer match, employee stock purchase plan, education assistance, paid vacation and holidays, and more. For full details visit ‑us/find‑a‑career/.
Job PurposeThe position provides excellent service to customers in accordance with Peoples Bank policies. It involves 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 at branch locations, contributing directly to the success of the banking center by identifying opportunities for product referrals and directing customers to appropriate channels to address their needs.
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 by name, and be responsive to correspondence and problem resolution.
- Maintain a position of trust and responsibility by keeping all customer business confidential.
- Maintain accurate balancing and error records as per policy and correct outages with assistance when needed.
- Process complex multi‑step transactions.
- Research and offer solutions to resolve customer issues using organizational knowledge and identify helpful resources, providing follow‑up on resolution.
- Receive checks and cash for deposit to savings and checking accounts, verify 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, perform well in a sales environment, and interact professionally with customers and team members.
- Turn service encounters into dialogue‑based meetings where other needs can be uncovered.
- Consistently meet or exceed sales referral goals set by management and maintain knowledge of the full product line offered.
- Initiate conversations to uncover customer needs and effectively refer customers to business partners for selling and cross‑selling bank products and services.
- 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, using organizational knowledge to identify helpful resources.
- Follow operational standards regarding security, risk management, and compliance.
- Make sales calls via phone or Zoom to clients and prospects weekly to meet calling goals, recording those calls in Salesforce.
- Interpret data to evaluate acceptable…
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