Universal Banker III

Job Description

Job Description

This is an exciting opportunity for a Universal Banker III in our Gary Banking Center.

Job Summary

Provide prompt, efficient and friendly service to ensure an Excellent Customer Experience for all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks accurately and efficiently while remaining in compliance with the established Bank policies and procedures. These individuals will need to be outgoing, sales oriented, flexible, adaptable and results driven. They must demonstrate the ability to work independently and with a team, make sound decisions and use critical thinking skills.

Duties and Responsibilities

• • Performs all UBI and UBII duties at a proficient level including but not limited to the following items:
    • Processes all teller line transactions at a proficient level; including but not limited to accepting deposits and loan payments, verifying cash and endorsements, cashing checks, issuing official checks and potentially including providing overrides and approvals
    • Counts and balances the cash drawer daily, taking proactive steps to identify and resolve discrepancies when the balance is off
    • Follows BSA/AML/OFAC policies and/or procedures to report any suspicious activity
    • Always maintains integrity, including keeping all Bank business and information confidential
    • Opens new accounts for customers accurately and efficiently
  • Maintains NMLS number to assist customers with loan applications
  • Well-versed in all consumer lending products and services
  • Expert level of knowledge on complex account types such as trusts, estates and business accounts
  • Consistently demonstrates strong engagement and sales skills and routinely seeks to refer additional products and services when appropriate. Documents sales efforts in Salesforce (includes referrals to other lines of business)
  • Serves as a mentor to others
  • Supports strategic initiatives
  • May seek additional involvement such as internal committees or corporate initiatives
  • Continuously looks for opportunities to develop and enhance skills

Qualifications

• High school diploma or its equivalent
• Two plus years of banking center experience required
• Minimum of one year of new account experience required
• Experience with Microsoft Office Suite required
• Must have smartphone (iOS or Android) that is able to support security features required by the Bank's IT security guidelines

ABOUT US

For over a century, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey.

Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents.

At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn.

For more information on benefits visit the Careers page of our company website at

Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Equal Housing Lender/ Member FDIC