Teams at Peoples Bancorp Inc.

Supports a bank’s Microsoft 365 transformation by administering SharePoint Online, Teams, OneDrive, Purview, Copilot, Power Platform, and related services. Develops governance and security frameworks, performs configuration reviews and remediation, supports compliance and records management, establishes standards and best practices, trains users, improves adoption, and transfers administrative knowledge to IT and business teams.

Provides administrative and client-service support to financial advisors while independently servicing a small portfolio of client relationships. Responsibilities include researching account information, processing account and transaction details, communicating with clients and advisors, meeting deadlines, prioritizing tasks, and using office equipment and software. The role requires securities and insurance licensing or the ability to obtain the licenses within nine months.