Peoples State Bank
  • Marathon City, WI, USA
  • Hourly
  • Full Time

Health, Dental, Vision, 401k, Profit Sharing, Bank-wide Incentive Program, Flexible Spending Accounts, Life, Disability, Paid Time Off, Paid Holidays

Job Location: 314 Main Street, Marathon, WI 54448

Status: Full-time, Non-Exempt (hourly)

Hours: Workday is normally 8-5pm, Monday Friday, expected to work the hours needed to meet job performance expectations

Job Summary:

  • Create and build retail customer relationships, perform new account opening for retail and commercial customers and related responsibilities associated with retail sales and customer service functions of the Bank, while exercising discretion and independent judgment. Perform all duties associated with a senior level CSR. Work closely with the branch manager to positively influence the sales culture and customer service functions of the branch.

Primary Duties and Responsibilities:

  • Performs all activities related to the opening or closing of all types of retail time and demand deposits including certificate of deposits, IRA's, H.S.A.'s etc., ensuring that applicable regulations, disclosures, policies and procedures are followed.
  • Makes qualified referrals for investment services, all types of consumer loans, mortgage loans commercial loans and deposit accounts and merchant services. Has the ability to offer and input credit card applications into vendor system.
  • Maintains favorable customer relations and cross-sells Bank services through profiling customers and identifying additional needs, ensuring that the most positive and profitable relationship possible exists between the Bank and its customers.
  • Maintain favorable customer relations through proper handling of all banking transactions. Record and verify significant information as required by bank policy and procedures. Responsible for accurately performing transaction overrides.
  • Utilizes various reports and profiles to build and strengthen banking relationships by actively participating in variety of calling campaigns and marketing programs.
  • Assists customers with balancing and reconciliation of their accounts and other customer service issues that occur in banking environment.

Desirable education, experience and skills:

  • High school diploma or general education degree (GED) plus 1-5 years of bank teller experience demonstrating strong customer service skills, sales/referral results and a proactive desire for self-development; or a similar external customer service position that has demonstrated sales skills and results.
  • Sales orientation with the ability to meet specific monthly and annual sales goals.
  • Excellent interpersonal and communication skills required.
  • Ability to identify customer needs and develop creative, workable solutions and provide problem resolution to satisfy the customer.
  • Familiarity with the local financial marketplace (competitors, demographics, geography, industries, etc.) to address customer inquiries.
  • Demonstrate follow-thru and follow up and have the ability to problem solve, prioritize tasks, and meet deadlines.

Peoples State Bank is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion sexual orientation, gender identity, status as a veteran and basis of disability or any other federal or state protected class.

Full Job Description
Peoples State Bank
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