Peoples State Bank
  • West Allis, WI, USA
  • Hourly
  • Majority Time

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

Job Location: West Allis, WI 

Hours:  Monday - Friday between the hours of 8:00 am - 5:30 pm

Status: Two Majority Time (30-34 hrs/wk) 

Take an adventure with Peoples State Bank as we grow and expand into the Milwaukee market! Create lasting relationships while building a great career at our brand new branch. Join the community bank that makes our customers the #1 priority. Peoples, we're for people! 

Job Summary:

The Universal Customer Service Representative (Universal CSR) will create and build 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. 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:

  • Perform 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.
  • Make qualified referrals for investment services, all types of consumer loans, mortgage loans, commercial loans and deposit accounts and merchant services. 
  • Maintain 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. 
  • Utilize various reports and profiles to build and strengthen banking relationships by actively participating in variety of calling campaigns and marketing programs.
  • Assist 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/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.

We are an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.

Peoples State Bank
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