Banking Specialist II

Orrstown Bank • Carlisle, PA

1d

About The Position

The Banking Specialist II serves as a primary representative for the financial center, processing paying and receiving transactions for client requests and supporting client servicing and new account requests. The role uses the bank-defined conversation strategy to engage clients, discover their needs, and align those needs with appropriate solutions. The specialist recognizes client value and makes commitments consistently to support assigned goals. The role also requires sound judgment and decision-making to balance risk management with the client experience.

Requirements

• High school diploma or equivalent.
• Prior cash handling experience.
• Proficient reading, verbal, and written communication skills.
• Mathematical, computer, and interpersonal relations skills.
• Strong attention to detail and organization.
• Clear understanding of bank products and services.
• Ability to cross-sell bank products and services.
• Knowledge of and adherence to security procedures.

Nice To Haves

• A minimum of one year of experience in related banking positions is preferred.

Responsibilities

• Process paying and receiving transactions for client requests.
• Support client servicing and new account requests.
• Use the bank-defined conversation strategy in client interactions.
• Engage in conversational discovery and align client needs with appropriate solutions.
• Recognize client value and make commitments consistently to support assigned goal attainment.
• Balance risk management with the client experience through sound judgment and decision-making.
• Cross-sell bank products and services to clients.
• Know and adhere to security procedures.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED