Banking Specialist I (Teller / Client Relationship)
About The Position
In this retail banking role (internally titled Banking Specialist I), you will serve as a bank teller and client relationship specialist, delivering exceptional service while supporting daily banking transactions and building client relationships. This role is approximately 75% teller / transaction work and 25% client relationship and referral activity. You will process transactions with accuracy and efficiency while engaging clients in meaningful conversations to identify needs and recommend appropriate banking solutions. This position is located at our Headquarters and offers high visibility to executive leadership, requiring a high level of professionalism, judgment, and client focus.
Requirements
- High school diploma or GED required
- 6+ months of customer service, retail, or cash handling experience required
- Customer Service / Client Focus – Ability to deliver a high-quality banking experience and build trust
- Attention to Detail – Strong accuracy in processing financial transactions
- Communication – Clear, professional verbal and written communication
- Sales & Referrals – Ability to identify client needs and make appropriate referrals
- Digital Awareness – Comfort educating clients on online and mobile banking tools
- Problem Solving & Judgment – Ability to handle client issues and identify risk or fraud concerns
- Multi-Tasking – Manage transactions, client conversations, and branch priorities simultaneously
Nice To Haves
- Prior bank teller or retail banking experience strongly preferred
Responsibilities
- Process a full range of bank teller transactions, including deposits, withdrawals, check cashing, and loan payments
- Accurately balance cash drawer, ATM, and vault as assigned
- Maintain strict adherence to banking regulations, audit standards, and security procedures
- Identify and escalate out-of-balance conditions or suspicious activity
- Execute all daily teller functions with a high degree of accuracy and efficiency
- Serve as the first point of contact for clients, delivering a welcoming, professional banking experience
- Build relationships by getting to know clients and their financial needs
- Identify opportunities to deepen relationships through appropriate referrals to banking partners
- Support branch goals through referrals, client engagement, and relationship development
- Educate clients on online banking, mobile banking, debit cards, and digital tools
- Encourage adoption of self-service banking options to improve client convenience
- Assist clients with basic digital banking questions and navigation
- Represent the bank in a high-profile headquarters location, interacting with clients, executives, and internal partners
- Demonstrate professionalism, discretion, and strong communication in all interactions
- Support a client-focused, team-oriented branch culture
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
