Banking Center Specialist
About The Position
The Float Banking Center Specialist, based at the Ware Banking Center and supervised by the Retail Banking Officer, helps deliver an exceptional end-to-end customer experience. The role builds customer relationships through tailored service, active listening, and engagement to understand customers’ financial needs and goals. It involves operating cashboxes, cash recyclers, and vaults; opening new accounts; accepting loan applications; and handling account maintenance, servicing requests, and troubleshooting. The position is full-time at 37 hours per week, with a hiring range of $22.00–$29.00 per hour. The role is based in an office environment and may require travel between offices.
Requirements
- High school diploma or equivalent.
- At least one year of customer service or sales experience.
- Strong customer service and sales skills.
- Strong verbal and written communication skills.
- Ability to make effective presentations in a group setting.
- Basic knowledge of Microsoft Office, including Excel, Outlook, PowerPoint, and Word.
- Ability to work independently and as part of a team.
- Must acquire and maintain a Notary Public license and active registration with the Nationwide Mortgage Licensing System.
Nice To Haves
- Work experience in the banking and/or finance industry.
- Cash-handling experience.
Responsibilities
- Identify opportunities to build and deepen customer relationships by understanding customers’ current and future financial needs and priorities.
- Offer Country Bank solutions and educate customers about products, promotions, and digital services; meet defined growth and sales goals and achieve at least acceptable average customer survey satisfaction ratings.
- Take ownership of customer requests from start to finish, involve referral partners as appropriate, resolve or escalate issues, and follow up according to customer preferences.
- Open consumer, business, and retirement accounts; collect appropriate identification and applications or agreements; and guide customers through self-service setup.
- Handle account servicing requests, including address changes, ATM/debit card issuance, online banking enrollment and troubleshooting, and ATM/debit fraud resolution.
- Process customer transactions, including deposits, withdrawals, loan payments, check cashing, cashier’s checks, wire transfers, and foreign currency orders, including permitted exceptions.
- Operate and balance a cashbox, cash recycler, and vault daily in compliance with Bank procedures and performance criteria.
- Originate and close home equity lines of credit and consumer loans.
- Independently open and close Banking Centers daily in accordance with Bank procedures.
- Model and promote the Country Bank Experience, and participate in or facilitate role-play and skill-building exercises.
- Maintain knowledge of and comply with applicable federal, state, and local laws and regulations governing the Bank.
- Participate in Bank promotions and community events to increase outreach and develop business opportunities.
- Build lasting relationships with customers, community members, and colleagues while embodying the Bank’s Core Values.
Benefits
- Medical, dental, and vision insurance.
- 401(k) plan with an employer contribution and matching.
- Income protection benefits.
- Educational assistance and tuition reimbursement.
- Hybrid work and flexible scheduling options.
- Generous paid time off.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
