Banking Specialist III

Orrstown Bank • New Freedom, PA

19h • Onsite

About The Position

The Banking Specialist III will serve as the primary new account and loan representative for the branch. This position requires strong client conversational skills, utilizing the Bank's defined conversation strategy. The specialist will engage in conversational discovery with clients, aligning their needs with appropriate solutions, recognizing client value, and committing to supporting assigned goal attainment. As needed, the Banking Specialist III may also provide support in processing paying/receiving transactions for client requests. The role demands good judgment and decision-making skills to maintain a sound balance of risk management while prioritizing the client experience.

Requirements

• A high school diploma or equivalent
• A minimum of two (2) years of experience in related banking positions with specialized banking and sales training
• Proficient reading, verbal and written communication, mathematical, computer and interpersonal relations skills
• Strong attention to detail and be highly organized
• Ability to make practical, common sense decisions
• Solid working knowledge of bank products
• Clear understanding of the Bank’s products and services
• Comprehensive knowledge of bank forms and documents used in opening new accounts
• Comprehensive knowledge of operating policies and procedures that impact these products
• Technical sales skills sufficient to take advantage of additional selling and cross-selling opportunities

Nice To Haves

• Some college preferred
• One (1) year of experience in a related banking position may be considered with the completion of a post-secondary 4-year degree
• Three (3) years of demonstrated success in outside sales may be considered in lieu of banking experience

Responsibilities

• Serve as the primary new account and loan representative for the branch
• Demonstrate strong client conversational skills utilizing the Bank defined conversation strategy
• 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
• Provide support in processing paying/receiving transactions for client requests (as required)
• Possess good judgement and decision-making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees