Banking Specialist

Monday - Friday 8:45am - 5:00pm; rotating Saturday's 8:45am - 12:00pm.

Summary

This position serves as the “Customer Ambassador” for the bank with the overall purpose of providing quality and efficiency to customers who prefer face-to-face interaction with the bank. The Banking Specialist is a key member of our sales and service team.

Essential Job Duties

• Responsible for the expansion of existing customer relationships and the development of new business by proactively cross-selling a full range of products and services.
• Focuses on individual and department goals for revenue producing products for both sales and referrals to other departments.
• Thorough knowledge of all products and services and appropriate methods of presentation to the customer.
• Understands and utilizes the needs based sales process, including profiling customer needs and onboarding new customers to meet needs.
• Knowledge of Bank products and services and ability to sell products and services to the appropriate customer.
• Receives checks and cash for deposit/withdrawal, verifies amount, examine checks for endorsements, enter customers’ transactions into computer system and issue computer generated receipt according to Bank procedures.
• Performs a variety of additional teller transactions, including, but not limited to, loan payments, money orders, cashier’s checks, etc.
• Supports the company values with internal and external customers.
• Complies with all Bank policies/procedures and all applicable federal and state laws and regulations.
• Balances currency, coins and checks in cash drawer, ATM and night depository.

Skills & Requirements

• High school diploma or general education degree (GED); one to twelve months of customer service experience; cash handling experience preferred. 

• Working knowledge of Microsoft Office programs and other general office equipment.
• Ability to communicate effectively, both verbally and in writing.
• Excellent interpersonal skills and the ability to relate to a wide variety of people.
• Exceptional customer service skills and the ability to remain composed under pressure.
• Pleasant attitude and a welcoming demeanor.
• Ability to maintain reliable level of attendance and punctuality. 

• General office conditions with moderate noise levels. 

• Frequently sitting performing sedentary office work.
• Repeatedly talking and listening.
• Regularly moving wrist, hand, and/or finger repetitively from computer operations.
• Ability to have clarity of vision at 20 inches or less, have precise hand-eye coordination and ability to identify/distinguish colors.
• Able to lift up to 50 pounds.