Banking Specialist I
About The Position
The Banking Specialist I will serve as a primary representative for the branch in processing paying/receiving transactions for client requests and supporting basic client servicing requests. This position will demonstrate strong client servicing skills, supporting the Bank’s core courtesy standards. In addition, the Banking Specialist I will engage in basic conversational discovery with a client, aligning the needs of the client with the appropriate solution recommendation, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. The Banking Specialist I will possess good judgement to ensure a sound balance of maintaining all areas of risk while also considering the client experience.
Requirements
- High school diploma or equivalent.
- Prior cash handling experience.
- Proficient reading, verbal and written communication skills.
- Proficient mathematical skills.
- Proficient interpersonal relations skills.
- Strong attention to detail.
- Be organized.
- Clear understanding of bank products and services to cross-sell to clients.
- Knowledgeable of and adhere to security procedures.
Nice To Haves
- Familiarity with bank products and services.
Responsibilities
- Process paying/receiving transactions for client requests.
- Support basic client servicing requests.
- Engage in basic conversational discovery with clients.
- Align client needs with appropriate solution recommendations.
- Recognize client value and commitment.
- Support assigned goal attainment.
- Maintain all areas of risk while considering client experience.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
