for client requests and supporting basic client servicing requests. This position will demonstrate strong client servicing skills, supporting the Bank's core courtesy standards. In addition, the Banking Specialist I will engage in basic conversational discovery with a client, aligning the needs of the client with the appropriate solution recommendation, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment.
The Banking Specialist I will possess good judgement to ensure a sound balance of maintaining all areas of risk while also considering the client experience. Essential Requirements, Duties, and Responsibilities Sales & Strategic Planning:
Through active engagement in client conversation and basic financial need exploration, supports the financial center market plan/business plan to support achievement of assigned quarterly and annual goals, specifically identifying referral opportunities for deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
Provides an exceptional client experience during routine paying/receiving transactions by consistently demonstrating the Bank's core client courtesy standards, supporting the overall client experience sales/service model to assist in client acquisition and retention strategies. Demonstrates a basic working
knowledge of all Bank products, services, and usage channels, to identify client account needs.
This knowledge will include a high proficiency in personal accounts with limited proficiency expected for business product types. Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc. Supports limited Marketing and sales strategies, as identified by the Financial Center Manager, through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate referrals in support of goal attainment. Operational Proficiency: Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer on a daily basis.
Demonstrates proficiency of all operating systems, to support the processing of client paying/receiving transactions, limited-service transactions and overall client relationship management. Supports onboarding of new associates within the financial center, specifically serving as mentor/coach for new associates through on the job training/job shadowing Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.
Satisfactorily completes all required annual regulation, sales and service training. Educational & Other Requirements Six months of previous work-related experience involving face-to-face interactions with clients and the handling of cash transactions. Must be bondable. Job Posted by Applicant Pro
aligning the needs of the client with the appropriate solution, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. As required, the Banking Specialist III may also provide support in processing paying/receiving transactions for client requests.
The Banking Specialist III will possess good judgement and decision-making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience. Essential Requirements, Duties, and Responsibilities Sales & Strategic Planning: 1) Through active engagement in client conversation and financial need exploration, supports the financial center market plan/business
plan to support achievement of assigned quarterly and annual goals, specifically deposit & loan growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
2) Utilizes Peoples Banks' client conversation model and various reporting to identify sales and service to sales opportunities, supporting the acquisition and expansion of client relationships. Tier III will be expected to receive formal certification of the Peoples Bank client conversation model within the first 6 months of assuming this position. 3) Advanced knowledge of all Bank products, services, and usage channels, to identify client account and lending needs. This
knowledge will include both personal and business product types.
4) Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc. In addition, is proficient in all methods of client outreach to include utilization of Zoom for client appointments and tablets to support the in branch experience for the client. 5) Supports all marketing and sales strategies through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate recommendations in support of goal attainment. Operational Proficiency: 1) Demonstrates proficiency of all operating systems, to support both the new account & loan origination processes, service transactions and overall client relationship management.
The Banking Specialist III associate would serve as the primary new account representative in the financial center. 2) Performs notarial acts as needed per state defined guidelines to support a positive client experience. 3) Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer as needed. In addition, will provide necessary overrides for various transactions in support of sound risk management.
4) Supports onboarding of new associates within the financial center, specifically serving as a mentor/coach for new associates through on the job training/job shadowing. 5) In partnership with the Financial Center Operational Specialist, assumes management of required operational reporting, including review of overdrawn accounts, delinquent loan reporting, and past due safe deposit boxes. 6) Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.
7) Satisfactorily completes all required annual regulation, sales and service training. Educational & Other Requirements Minimum one-year experience of retail banking, performing paying/receiving functions. Minimum one-year experience of retail banking, account opening and sales and service transaction processing. Lending Preferred Working knowledge of new technology products and services. Must be bondable. Job Posted by Applicant Pro
Banking jobs refer to employment opportunities within the financial industry, specifically within banks, where individuals handle monetary transactions, manage financial assets, provide advice on financial services, and support the economic infrastructure. These roles often require strong numerical skills, keen attention to detail, and an understanding of financial regulations. Sector jobs can range from teller positions to investment banking analysts, each with a focus on financial integrity, customer service, and contributing to the bank's profitability. As the banking sector evolves with technology, many roles also involve adapting to digital banking platforms and innovative financial products.
