Retail Banking Representative II / Float

PSB Core Values P 3 ACT Professional – We maintain a professional workplace and strive for professional interactions. Passionate – We are motivated, curious, and industrious. Positive – We take pride but are humble, always extending trust to earn it. Accountable – We take ownership on behalf PSB, making no excuses under any circumstance.

Customer-Focused – We ask “how do we get to yes?” – before saying “no.” Team-Oriented – We protect our culture, treat each other with respect, and put the team before self.

Position Summary

This position provides customers with superior quality service while performing efficient and accurate transaction processing and account-related services. The Retail Banking Representative II – Float plays an important role in supporting the overall staffing and operational needs of the bank by providing coverage and assistance across multiple branch locations.

Flexibility, adaptability, and a willingness to travel between branches based on business needs are essential functions of this position. This role also focuses on enhancing customer relationships by identifying financial needs, recommending appropriate products and services, and opening basic and complex accounts to help customers achieve their financial goals.

Role and Responsibilities Provide staffing support and coverage across multiple branch locations based on organizational needs. Assisting other branches is a primary responsibility and priority of this position. Adapt to varying branch environments, staffing needs, procedures, and team dynamics while maintaining consistent service and operational standards.

Ability to work independently, take initiative, and manage responsibilities effectively with minimal supervision. Participate in scheduled Saturday rotations as required, with scheduling flexibility based on branch and organizational needs. Perform retail line transactions and process new deposit account requests. Perform additional customer service responsibilities, including processing stop payments, assisting with wire transfers, special instructions on accounts, and account maintenance requests.

Actively work with customers to identify current and future financial needs and effectively offer solutions directly or through referrals. Resolve customer complaints and address concerns related to deposit account transactions. Adhere to bank policies, procedures, compliance standards, and regulations. Maintain confidentiality of customer information and activities.

Promote and achieve accuracy and quality in branch operations. Become proficient with job-related systems and equipment, especially Business Process Manager. Participate in the general upkeep and appearance of branch locations. Participate in available training opportunities and continued professional development. Demonstrate and reflect the Bank’s core values through daily actions, decisions, interactions, and service to customers and team members.

Actively model these values in all aspects of the role. Develop specialized knowledge and proficiency in the new account process, including consumer, business, IRA, HSA, and Estate accounts. Actively support the Bank’s community involvement by participating in community events and activities outside of regular work hours, as availability allows, to build relationships and positively represent the Bank in the communities we serve.

Perform other duties as assigned.

Qualifications

& Preferred Experience High school diploma or GED preferred. Previous clerical, administrative, customer service focused, or banking experience preferred. Familiarity with banking services and products is beneficial; willingness and ability to learn are essential. Strong attention to detail with a focus on accuracy and quality of work.

Ability to adapt to changing priorities and work effectively. Strong verbal and written communication skills. Commitment to providing outstanding customer service and building positive relationships. Flexibility and willingness to support multiple branch locations and changing business needs. A positive attitude, eagerness to learn, and desire to grow professionally as part of a collaborative team.

Interest in being part of a proud community bank with roots dating back to 1914, and a commitment to supporting the communities we serve. This job description does not state or imply the only duties and responsibilities assigned to this job. Employee holding this job will be required to perform any other job-related duties requested by management.

All job requirements are subject to possible modification to reasonably accommodate individuals with a disability. Peoples State is an Equal Opportunity Employer.