Banking Center Specialist
About The Position
The Banking Center Specialist works under the supervision of the Retail Banking Officer and is based at Country Bank’s Paxton Banking Center. The role helps ensure an exceptional end-to-end customer experience by listening to customers, understanding their financial needs and goals, and providing tailored service. Responsibilities include handling cash and operating cash recyclers and vaults; opening consumer, business, and retirement accounts; accepting and originating loan applications; processing account maintenance and service requests; and troubleshooting customer issues. The position is full-time at 37 hours per week, with a hiring range of $22.00–$29.00 per hour. The role is performed 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.
- Ability to work independently and as part of a team.
- 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.
- Must acquire and maintain a Notary Public license and active registration with the Nationwide Mortgage Licensing System.
Nice To Haves
- Experience in the banking and/or finance industry.
- Cash-handling experience.
Responsibilities
- Identify opportunities to build and deepen customer relationships by listening to customers, understanding their financial needs and priorities, and educating them about bank solutions, products, promotions, and digital services.
- Meet defined growth and sales goals and achieve at least acceptable average customer satisfaction survey ratings.
- Take ownership of customer requests, manage interactions end-to-end, 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; and instruct customers on self-service setup.
- Handle account servicing requests, including address changes, replacement ATM/debit cards, 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.
- Perform permitted transaction exceptions within policy and procedural guidelines.
- Operate and balance a cash box, cash recycler, and vault daily in compliance with bank criteria.
- Originate and close home equity lines of credit and consumer loans.
- Open and close Banking Centers independently according to Bank procedures.
- Model and promote the Country Bank Experience and participate in or facilitate role-play and skill-building exercises with the Banking Center team.
- Maintain knowledge of and comply with applicable federal, state, and local laws and regulations governing Bank activities.
- Participate in Bank promotions and community events to increase outreach and develop business opportunities.
- Build lasting relationships with customers, colleagues, and the community while embodying the Bank’s Core Values.
Benefits
- Medical, dental, and vision insurance.
- 401(k) plan with employer contribution and match.
- Income protection benefits.
- Educational assistance and tuition reimbursement.
- Hybrid work and flexible scheduling options.
- 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
