Customer Specialist - Marysville

Richwood Bank•Marysville, OH

About The Position

The Customer Specialist is a front-line role providing customer service to Richwood Bank clients in the branch and at the drive-thru. The position handles a broad range of banking services, including helping customers choose appropriate accounts, opening accounts, and processing transactions. It also supports customers in transferring funds through the bank’s switch program and helps them make the most of their accounts and services. Team members are expected to participate actively in Richwood Bank’s company culture and provide an accurate, helpful customer experience.

Requirements

High school diploma or GED.
Two years of customer service experience.
Excellent customer service skills.
Ability to prioritize and make on-the-spot decisions about customer transactions while balancing customer satisfaction with the bank’s exposure to loss and fraud.
Mathematical skills.
In-depth knowledge of bank products and services.
Ability to work well under pressure in a fast-paced environment.
Ability to identify opportunities to educate customers about other products and services that may meet their needs.
Strong communication skills.
High degree of accuracy.
Detailed and organized.
Maintain confidentiality at all times.
Maintain a positive, can-do attitude toward teammates and customers.
Knowledge of applicable federal regulations, including the Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, and Regulation E, as well as teller responsibilities related to them.
Punctuality.
Driven to succeed and open-minded about learning new technology in the industry.
Accurate typing and basic computer skills, including word processing, spreadsheet applications, and email.
Candidates are subject to background and credit checks; employment is contingent on results meeting company standards and applicable laws.

Nice To Haves

College education preferred.
Cash handling experience preferred.

Responsibilities

Greet customers.
Facilitate customer transactions across financial account types and requests.
Open accounts and teach customers how to get the most potential from them.
Help new customers transfer funds seamlessly through the switch program.
Maintain an accurate daily balance of cash drawers.
Demonstrate knowledge of all bank accounts, products, and services.
Support customers with account and service needs.
Provide additional services such as notary assistance, faxing, and check orders.
Stay current on rates for CDs, savings IRAs, and interest-bearing checking accounts.
Listen to customer needs and recommend suitable solutions.
Assist with office support, including supply inventory and Cookie Friday preparations.
Scan all daily transactions into the computer for proof.
Demonstrate drive-thru procedures, including use of the speaker and transaction drawers or tube.
Perform other tasks assigned by the Branch Manager.

Benefits

Medical coverage.
Wellness program.
Dental insurance.
Vision insurance.
Employee assistance plan.
Life insurance.
Supplemental short-term disability.
401(k) plan available to full-time and part-time employees.
Enhanced wellness program available to full-time and part-time employees.
Tuition reimbursement available to full-time and part-time employees.
Professional development opportunities available to full-time and part-time employees.