Banking Specialist II
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
- High school diploma or equivalent
- Prior cash handling experience
- Proficient reading, verbal, and written communication skills
- Proficient mathematical skills
- Proficient computer skills
- Proficient interpersonal relations skills
- Strong attention to detail
- Be organized
- Clear understanding of bank products and services to cross-sell to clients
- Adept at cross-selling bank products and services
- Knowledgeable of and adhere to security procedures
Nice To Haves
- Minimum one (1) year of experience in related banking positions
Responsibilities
- Processing paying/receiving transactions for client requests
- Supporting client servicing and new account requests
- Demonstrating strong client conversational skills utilizing the Bank defined conversation strategy
- Engaging 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
- Possessing good judgement and decision making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience
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What This Job Offers
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
101-250 employees
