Customer Specialist - Travel BF

Richwood Bank•Bellefontaine, OH

4d•Hybrid

About The Position

Customer Specialist, Travel At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive. Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank – as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members. The Traveling Customer Specialist position is a front-line position providing customer service to bank clients. This position is will travel all nine locations as needed. This position will conduct the full spectrum of banking service, from evaluating what Richwood Bank account a customer would fit best in, to how to open it and transact funds. Richwood Bank prides itself on unique company culture and all team members should be active and engaged participants.

Requirements

Excellent customer service skills
The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss and fraud.
Mathematical skills
In-depth knowledge of our bank products and services
Work well under pressure and in a fast paced environment
Ability to identify opportunity to educate customers of more products and services that may fit their needs (cross promotion)
Strong communication skills
High degree of accuracy
Detailed and organized
Maintain confidentiality at all times
Maintain a positive can-do attitude towards your team and customers
Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and teller roles and responsibilities relating to each act
Punctual
Driven to succeed and open minded to learn more about new technology within our industry
Accurate typing skills; basic computer skills, including the use of word processing, spreadsheet software applications, and e-mail
High School Diploma or GED required
Two years of customer service experience required

Nice To Haves

college preferred
Cash handling experience preferred

Responsibilities

Greet customers
Facilitate all transactions for customers across all financial account types and requests
Open accounts and teach customers how to gain the most potential from them
Assist new customers in transferring all funds over seamlessly through our switch program
Maintain an accurate balance of cash drawers daily
Demonstrate knowledge of all accounts, products and services offered
Support customers with all account and service needs
Be willing to help customers with additional benefits such as notary, faxing and check orders
Stay current on rates for CDs, savings IRAs and interest bearing checking
Listen to customer needs and recommend the best solutions to help them succeed
Assist team with miscellaneous office support such as inventory of supplies and cookie Friday preparations
Scan proof – scanning all transactions daily into the computer
Demonstrate drive thru knowledge – speaker, transaction drawers/tube
Perform other tasks assigned by Branch Manager
Ensures work completed is accurate and appropriate
Verifies and validates all data to confirm accuracy and reliability
Paying close attention to details of all information received and entered