Personal Banker
Peoples Bank, Marietta, OH, United States
Job Purpose:
This is a professional selling position in retail banking with accountability to attract new relationships and retain existing relationships.
Responsibilities: Responsible for proactively meeting customer financial needs through direct sales and referrals while delivering world class service.
Execute daily customer interactions in person, on the telephone or video device and at periodic outside venues using the Peoples Bank sales process.
Accountable for specific monthly production goals of Peoples products and services including loans, deposits, and access via multiple platforms.
Identify needs and refer to expert partners for mortgage, retirement, and other non‑traditional bank solutions.
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 name, maintain knowledge of account ownership, and respond promptly to correspondence and problem resolution.
Maintain confidentiality of all customer business and uphold a position of trust.
Maintain accurate balancing records in line with policy and resolve errors or seek assistance as needed.
Carry out deposits, verify amounts, and examine checks for endorsement and negotiability.
Acquire and maintain consumer lending product knowledge, generate and execute consumer loans, lines, and deposit products.
Self‑motivated and assertive, performing well in a sales environment and interacting professionally with customers and team members.
Turn service encounters into dialogue‑based meetings, uncovering additional needs.
Consistently meet or exceed sales referrals set by management and maintain a well‑developed knowledge of all products and services offered.
Initiate conversations to uncover customer needs and effectively refer customers to business partners for 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 of the organization.
Define and offer solutions to resolve problems, using organization knowledge to identify helpful resources.
Follow operational standards regarding security, risk management, and compliance.
Make calls via phone or Zoom to clients and/or prospects on a weekly basis to meet calling goals and record calls in Salesforce.
Interpret data to evaluate acceptable lending ratios and product and service opportunities.
Meet scheduled working hours as designated by manager to ensure effective branch functionality.
Adhere to Retail Branch Standards, including dress code.
Perform special projects as assigned.
Education, Experience and Job Skills: Minimum 1 year of needs‑based sales experience.
Extensive prior customer contact required.
Proficient in basic computer operations and standard applications, with the ability to quickly learn job‑specific software.
Proficient knowledge of Windows and Microsoft Office (Word and Excel).
Flexible team player with excellent oral and written communication, customer service, and cross‑selling skills.
Ability to establish and maintain working relationships with partners at their location and via telephone.
Decision maker with well‑developed interpersonal skills to represent the Bank positively.
Self‑motivated and assertive, performing well in a sales environment and interacting professionally with customers and team members.
Ability to turn service encounters into dialogue‑based meetings uncovering additional needs.
Pass background and credit standards to hold NMLS credentials.
Quick learner of computer and mobile device applications.
Trustworthy and confidential behavior is essential.
Daily reliable transportation.
Travel to attend internal education and meetings, including possible overnight stays; travel required to fill in at other branches as needed.
Basic Qualifications: High School Diploma or GED; 1 month to two years related experience and/or training; or equivalent combination of education and experience.
Minimum 1 year of needs‑based sales experience.
Daily reliable transportation.
Travel to attend internal education and meetings, including possible overnight stays, and to fill in at other branches as needed.
Equal Opportunity Employer M/F/Disabled/Veteran:
We are an equal opportunity employer. If you are unable to complete this application due to a disability, contact humanresources@pebo.com to ask for an accommodation, alternative application process, or other inquiries.
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This is a professional selling position in retail banking with accountability to attract new relationships and retain existing relationships.
Responsibilities: Responsible for proactively meeting customer financial needs through direct sales and referrals while delivering world class service.
Execute daily customer interactions in person, on the telephone or video device and at periodic outside venues using the Peoples Bank sales process.
Accountable for specific monthly production goals of Peoples products and services including loans, deposits, and access via multiple platforms.
Identify needs and refer to expert partners for mortgage, retirement, and other non‑traditional bank solutions.
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 name, maintain knowledge of account ownership, and respond promptly to correspondence and problem resolution.
Maintain confidentiality of all customer business and uphold a position of trust.
Maintain accurate balancing records in line with policy and resolve errors or seek assistance as needed.
Carry out deposits, verify amounts, and examine checks for endorsement and negotiability.
Acquire and maintain consumer lending product knowledge, generate and execute consumer loans, lines, and deposit products.
Self‑motivated and assertive, performing well in a sales environment and interacting professionally with customers and team members.
Turn service encounters into dialogue‑based meetings, uncovering additional needs.
Consistently meet or exceed sales referrals set by management and maintain a well‑developed knowledge of all products and services offered.
Initiate conversations to uncover customer needs and effectively refer customers to business partners for 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 of the organization.
Define and offer solutions to resolve problems, using organization knowledge to identify helpful resources.
Follow operational standards regarding security, risk management, and compliance.
Make calls via phone or Zoom to clients and/or prospects on a weekly basis to meet calling goals and record calls in Salesforce.
Interpret data to evaluate acceptable lending ratios and product and service opportunities.
Meet scheduled working hours as designated by manager to ensure effective branch functionality.
Adhere to Retail Branch Standards, including dress code.
Perform special projects as assigned.
Education, Experience and Job Skills: Minimum 1 year of needs‑based sales experience.
Extensive prior customer contact required.
Proficient in basic computer operations and standard applications, with the ability to quickly learn job‑specific software.
Proficient knowledge of Windows and Microsoft Office (Word and Excel).
Flexible team player with excellent oral and written communication, customer service, and cross‑selling skills.
Ability to establish and maintain working relationships with partners at their location and via telephone.
Decision maker with well‑developed interpersonal skills to represent the Bank positively.
Self‑motivated and assertive, performing well in a sales environment and interacting professionally with customers and team members.
Ability to turn service encounters into dialogue‑based meetings uncovering additional needs.
Pass background and credit standards to hold NMLS credentials.
Quick learner of computer and mobile device applications.
Trustworthy and confidential behavior is essential.
Daily reliable transportation.
Travel to attend internal education and meetings, including possible overnight stays; travel required to fill in at other branches as needed.
Basic Qualifications: High School Diploma or GED; 1 month to two years related experience and/or training; or equivalent combination of education and experience.
Minimum 1 year of needs‑based sales experience.
Daily reliable transportation.
Travel to attend internal education and meetings, including possible overnight stays, and to fill in at other branches as needed.
Equal Opportunity Employer M/F/Disabled/Veteran:
We are an equal opportunity employer. If you are unable to complete this application due to a disability, contact humanresources@pebo.com to ask for an accommodation, alternative application process, or other inquiries.
#J-18808-Ljbffr