# Personal Banker/Lead Customer Service Representative at… > Personal Banker/Lead Customer Service Representative at Peoples Bank in Akron, Iowa, United States. Category: Customer Service Jobs. View full job details… Personal Banker/Lead Customer Service Representative # Personal Banker/Lead Customer Service Representative Peoples Bank ## Job Description Position Title: Reports To: Classification: Revised: Scope: Accountabilities: - Responsible for generating routine consumer loans and mortgage loans within guidelines set by bank policy and growth targets. This will include interviewing the customer and completing the loan application. - Responsible for all aspects of loan origination. This includes underwriting the loan within credit policy and personal credit approval limits. Also, responsible for credit quality, credit approval, processing, and the closing of the loan. - This person is responsible to control the past due loans of their personal loan portfolio, including collecting delinquent payments. - This position is responsible to close the loan with the customer. At that time, the loan will be given to a loan processor for documentation. The lender will be responsible for all documentation and ensure that the bank's position is secured. - This position is required to register with the Nationwide Mortgage Licensing System & Registry. This position will need to comply with initial registration and ongoing registry requirements. - This position will be familiar with all bank offerings. This person will refer customers to the appropriate department for service and cross-sell customers to other banking services. This may include a referral to the WMG or cross-selling deposit products, investment products, insurance products or any other product the customer may be a candidate for. - Support the overall location sales effort. Direct sales goals may be established by management for such items as IRA's, HSA's, CD's, ATM cards, direct deposit, automated banking, or referrals for other bank products. - Must help attract prospects to the bank. This person will make calls on specific prospects. Responsible for generating new consumer loans and mortgage loans for the bank. This will include soliciting new business relationships and strengthening relationships with existing customers. - Support the atmosphere within the location that attains and maintains a high level of morale and embraces our Vision, Mission, Values and Service Standards. - Assist with training staff, implementing, and ensuring all bank policies and procedures are known and followed at the location. - Provide leadership for location specific promotions and initiatives. - Ensure that the properties and facilities are kept in accordance with bank standards for appearance, cleanliness, and safety. - Directly manage a team of professionals and assume responsibility for implementation of tactics in their area of responsibility. - Assist with the selection and motivation of staff and help develop a culture that will help determine the effectiveness of the staff in getting their respective jobs accomplished. - Will develop tactics to ensure implementation of the bank's strategic direction. These tactics can include goals for growth, products, staff, and the like. - Will ensure implementation of the tactics through assigning responsibility and developing the tracking needed to ensure that desired results are achieved and ensure that the staff is achieving their individual goals. - Active involvement in key community, banking and civic organizations and activities, as appropriate, to represent the bank in the community. - As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities as assigned. Competencies: Education and Special Requirements: - Four-year degree in business administration or related experience along with three to five years of prior sales experience. - Previous supervisory experience preferred. - This job requires skills needed in a typical office environment. This includes computer skills, communications skills, as well as utilization of office equipment. - Internal: BAI Courses: All Staff, Personal/Retail/Ag Banker, Real Estate (if applicable) Physical Requirements: - Prolonged periods of working on a computer. - Occasionally lift and carry up to 15-25 pounds (e.g., coin bags, office supplies). - Ability to remain in a stationary position (e.g., standing or sitting) for extended periods. - Frequent use of hands and fingers for data entry, handling cash, and operating office equipment. - Visual acuity to read documents, computer screens, and currency. - Manual dexterity for typing and handling paperwork. - Occasional travel to client sites or bank locations (if applicable). - Responsible for the generation of real estate loans for the bank within guidelines set by bank policy and growth targets. This will include soliciting new business relationships and deepening relationships with existing customers. - This position will handle phone inquiries regarding mortgage rates and requirements for getting a loan with the bank. Advertisement Posted November 3, 2026 ## Related Jobs Senior Customer Service Representative MSI Senior Customer Service Representative Hart Medical Equipment Full Time Customer Service/Shipping Clerk Metalcraft of Mayville Full Time Customer Service Representative Penn Lumbermens Mut Ins Co Full Time Seasonal Retail Support Associate Duluth Trading Company Temporary Pathways Vermont Peer Support Program Supervisor Pathways Vermont Full Time Retail Customer Service Associate FedEx Full Time Customer Service Representative/Teller Citizens Bank Minnesota Full Time ## Related Searches