Banking Specialist II

Orrstown Bank•Hagerstown, MD

16d

About The Position

The Banking Specialist II will serve as a primary representative for the financial center in both processing paying/receiving transactions for client requests and supporting client servicing and new account requests. This position will demonstrate strong client conversational skills utilizing the Bank defined conversation strategy. In addition, the Banking Specialist II will engage in conversational discovery with a client, aligning the needs of the client with the appropriate solution, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. The Banking Specialist II will possess good judgement and decision-making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience.

Requirements

A high school diploma or equivalent.
A minimum of one (1) year experience in related banking positions.
NMLS Registry required post hire.
Proficient reading, verbal, and written communication, mathematical, computer, and interpersonal relations skills
Strong attention to detail and be organized
Clear understanding of bank products and services to cross-sell to clients
Adept at cross-selling bank products and services
Be knowledgeable of and adhere to security procedures.

Nice To Haves

Bank product and services training.
Familiarity with financial software.

Responsibilities

Through active engagement in client conversation and financial need exploration, supports achievement of assigned quarterly and annual goals, specifically deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
Identify sales and service to sales opportunities.
Supports all marketing and sales strategies through active engagement in outbound calling activities to clients.
Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer as needed.
Assists with branch opening and end-of-day processes.
Demonstrates proficiency of all operating systems, to support both the new account opening process, service transactions and overall client relationship management.
In the absence of the Branch Executive Officer, assumes responsibility of required operational tasks such as oversight of the branch vault, weekly cash shipment tasks, and ATM cash management.
Supports onboarding of new associates within the financial center, specifically serving as a mentor/coach for new associates through on the job training/job shadowing.
Responsible for understanding the Bank’s BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.
Satisfactorily completes all required annual regulation, sales and service training.