Banking Specialist II/Teller II

Orrstown Bank•Lancaster, PA

6d•Onsite

About The Position

The Banking Specialist II serves as a primary representative of the financial center, processing client transactions and supporting client servicing and new account requests. The role uses the Bank’s client conversation strategy to explore client needs, recommend appropriate solutions, recognize client value, and support assigned goals while balancing risk management with the client experience. The position supports branch business plans and sales goals through client conversations, outreach, accurate teller services, product knowledge, and collaboration with business partners. It also assists with branch operations, new associate onboarding, regulatory compliance, and other duties assigned by a supervisor. Work is performed at the employer’s physical work location in an office setting, with extended hours potentially required as needed.

Requirements

High school diploma or equivalent.
Prior cash-handling experience.
Proficient reading, verbal and written communication, mathematical, computer, and interpersonal skills.
Strong attention to detail and organizational skills.
Clear understanding of bank products and services and ability to cross-sell them to clients.
Knowledge of and adherence to security procedures.
NMLS Registry required after hire.
Ability to meet the stated physical requirements, including sitting, using hands and fingers, handling or feeling, reaching, talking, hearing, standing, walking, and occasionally lifting or moving up to 10 pounds.
Ability to reach destinations within the Orrstown footprint and work and report to the employer’s physical work location.

Nice To Haves

At least one year of experience in a related banking position is preferred.

Responsibilities

Process paying and receiving transactions accurately and balance the teller cash drawer as needed.
Engage clients in conversations to explore financial needs, recommend appropriate products and services, and support assigned quarterly and annual goals.
Use the Bank’s client conversation model and reporting to identify sales and service opportunities and acquire or expand client relationships.
Demonstrate knowledge of consumer, personal, and business banking products, services, and delivery channels to identify client needs.
Use online banking, mobile banking, debit card management, Zoom, tablets, and other client service channels and outreach methods.
Participate in outbound client calling and recommend appropriate solutions to support sales goals.
Provide transaction overrides as needed to support sound risk management.
Assist with branch opening and end-of-day processes.
Perform new account opening, service transactions, and client relationship management; serve as a new account representative as branch needs require.
When the Branch Executive Officer is absent, handle designated operational tasks, including financial center vault oversight, weekly cash shipments, and ATM cash management.
Mentor and coach new associates through on-the-job training and job shadowing.
Understand and follow the Bank’s BSA/AML Policy, complete required annual training, and immediately report suspicious activity to the BSA Officer.
Complete required annual regulatory, sales, and service training.
Coordinate work with relevant departments, report pertinent information to the immediate supervisor, compile and provide requested data, and respond to client and employee inquiries within established time frames and policies.
Attend scheduled coaching and counseling sessions with a supervisor or mentor.
Follow laws and organizational policies designed to prevent harassment and discrimination, support risk management and workplace safety, and comply with regulatory requirements.
Maintain regular and predictable attendance and perform other reasonable duties as assigned or directed.