
Operations Clerk/CSR
Peoples Bank & Trust Co. has an opening for a FT Operations Clerk/CSR at our Troy, MO location. Please see the below job description for duties and responsibilities. Hours for this position are listed below. Please note, this position does require working every 4th weekend.
JOB TITLE: Operations Clerk/CSR
DATE: December 2022
DEPARTMENT: Operations
REPORTS TO: Operations Manager
STATUS: Non-Exempt
To be considered for this position, please complete a PBT application.
www.pbtc.net
SKILLS REQUIRED: Basic knowledge and ability to operate a variety of office
equipment. Office administration and computer, Word, and Excel. Excellent
organizational skills. Effective communication and customer service skills.
Knowledgeable of banking principles and policies. Ability to maintain confidentiality
always is critical. Ability to multi-task, work independently, prioritize and problem solve.
JOB SUMMARY: Provide prompt, efficient and friendly service to customers, as well as
recognizing the customers’ needs with appropriate suggestions concerning Bank
services.
HOURS:
Weeks without weekend rotation
Monday--Friday 8:00 am - 4:00 pm
Weeks with weekend rotation
Monday--Thursday 8:00 am - 3:30 pm
Friday 8:00 am - 6:00 pm
Saturday 8:15 am - noon
Schedules are subject to change depending on the needs of the bank.
PRIMARY DUTIES:
1. Wires – Serve as a contact for wire requests, processing, Enter/Verify outgoing
wire transfers; perform daily balancing and report balancing; process outgoing
and incoming wire transfers; assist in solving customer problems; perform
research and maintenance.
2. Providing customer service/support as needed to resolve issues to customer and
PBT satisfaction.
3. Audit outgoing wires for initials and other required information and file. Audit
recurring templates for documentation/signatures on a quarterly basis.
4. Knowledgeable of banking laws and regulations and Bank policies and
procedures, including BSA.
5. Checking and processing incoming faxes to various departments
6. Document management scanning, as needed
7. Cross-train various positions to backup other operations personnel, including but
not limited to Investments, GL posting/balancing, entering GL descriptions,
checking non-post account and other GL account balancing, etc.
8. BACKUP – Receptionist answering phones.
9. Perform additional assignments as directed/assigned.
EDUCATION REQUIREMENTS: Requires a high school education or equivalent work
experience that demonstrates the ability to read, write, interpret, and apply instructions
to perform the required activities.
PHYSICAL REQUIREMENTS: Manual dexterity required. Valid Driver’s license. Ability
to sit, stand, bend, some light lifting. Must be able to operate office machine and
lift/carry trays of mail, etc.
External applicants should submit a PB&T Application to HR by Thursday, January 12, 2023.
Peoples Bank & Trust Co. is an Equal Opportunity Employer. All qualified applicants
will receive consideration for employment without regard to race, color, religion, sex,
sexual orientation, gender identity, national origin, or protected veteran status and will
not be discriminated against on the basis of disability.