The Peoples Community Bank Position Description

Title: Universal Banker/CSR Float

Reports to: Location Manager

Location: Home Location: Spring Green/ Float to different branches

SUMMARY

Performs customer services. Responsible for the development of new business relationships and maintaining existing relationships. Answers questions on all services the financial institution provides, and recognizes selling and referral opportunities.

ESSENTIAL DUTIES- CUSTOMER SERVICE REPRESENTATIVE

1. Proactively prospect for new business.

2. Actively refers loan, trust, insurance, and brokerage services to appropriate financial institution specialists.

3. Assists supervisor in establishing objectives and plans for location.

4. Participates in sales, service and product training meetings.

5. Represents the financial institution in community affairs and civic organizations.

6. Processes deposits, withdrawals, transfers and loan payments.

7. Sells cashier’s checks and money orders.

8. Cross sells banking products and services.

9. Assists customers with account maintenance.

10. Assists customers in the safe deposit box area to access a box.

11. Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.

12. Cashes checks and processes withdrawals; pays out money after verification of signatures and customer balances.

13. Promotes and explains other financial institution services such as consumer and mortgage loans, IRAs, certificates of deposit, safe deposit/leased boxes, and money orders.

14. Receives mortgage, consumer loan and other payments and ensures the payments match balances due.

15. Generates customer receipts.

16. Places holds on accounts for uncollected funds.

17. Counts, checks and packages coin and currency.

18. Is responsible for checking night depository bags and recording proper information on the financial institution’s forms.

ESSENTIAL DUTIES- UNIVERSAL BANKER

1. Provides a complete range of customer services at the financial institution including opening new accounts, explaining available financial institution including opening new accounts, explaining available financial institution products and services, and gathering customer information to process new and existing accounts.

2. Participates in sales, service and product training meetings.

3. Provides personal banking account advice including suggestions for account resolution and other information to assigned customers as needed.

4. See CSR duties for other responsibilities.

HOURS: 38- 40 hours per week. Monday through Friday 9:00am-5:00pm. Every other Saturday 9am-12:00pm.

QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

OTHER JOB REQUIREMENTS:

Regular and predictable attendance.

Ability to travel to other branch offices as needed.

Communicate effectively in writing and verbally with individuals from all levels of the organization.

Effective analytical and problem solving skills.

CONFIDENTIALITY: Treats all information regarding the bank, its customers and employees withcomplete confidentiality according to all applicable federal and state regulations and generally accepted business practices.

EDUCATION and/or EXPERIENCE: High school diploma or equivalent. Excellent sales, interpersonal, organizational and communication skills. This person must have a good understanding of financial products and services with above average computer and keyboard skills. Lastly, have a successful completion of in-house training program and other approved training program.

LANGUAGE SKILLS: Ability to read and comprehend simple instructions, short correspondence and memos. Ability to write simple correspondence. Ability to effectively present information one-on-one and in small group situations to customers and other employees of the organization

COMPUTER SKILLS: Ability to use current off the shelf information systems for common office functions and ability to use the functional business systems as needed for this position.

MATHEMATICAL SKILLS: Ability to calculate figures and amounts such as discounts, interest, percentages. Ability to apply concepts of basic algebra and geometry.

REASONING: Abilityto define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in narrative, mathematical or diagram form and work with several abstract and concrete variables.

CERTIFICATES, LICENSES, REGISTRATIONS: Valid Wisconsin drivers license.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to walk; sit and use hands to finger, handle or feel. The employee is occasionally required to stand, reach with hands and arms, stoop, kneel, crouch or crawl; taste or smell.

The employee must frequently lift and or move up to 10 pounds and occasionally lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, peripheral vision and ability to adjust focus.

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The noise level in the work environment is usually moderate.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Employee stock purchase plan
• Flexible schedule
• Health insurance
• Paid time off
• Referral program
• Vision insurance

Shift:

• Day shift

Application Question(s):

• Would you be able to work at least two Saturdays per month from 9:00am to 12:00pm?
• Are you willing to travel to all six of our locations to work?

Work Location: In person