Customer Specialist - Travel

Richwood Bank•Bellefontaine, OH

About The Position

The Customer Specialist, Travel is a front-line role providing customer service to Richwood Bank clients. The position travels to all nine locations as needed and performs a full range of banking services, including helping customers select appropriate accounts, opening accounts, and conducting transactions. Team members are expected to participate actively in Richwood Bank’s company culture and support its focus on customer experience and local communities. The role requires accurate, detail-oriented work and the ability to verify information and transactions. Candidates are subject to background and credit checks; employment is contingent upon results that meet company standards and applicable laws.

Requirements

High school diploma or GED required.
Two years of customer service experience required.
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 additional products and services that may meet their needs.
Strong communication skills.
High degree of accuracy; detail-oriented and organized.
Ability to maintain confidentiality at all times.
Positive, can-do attitude toward customers and teammates.
Knowledge of 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 relating to those acts.
Punctuality.
Drive to succeed and openness to learning new technology in the industry.
Accurate typing skills and basic computer skills, including word processing, spreadsheet software, and email.

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 from them.
Help new customers transfer funds through the bank’s switch program.
Maintain an accurate daily balance of cash drawers.
Demonstrate knowledge of the bank’s accounts, products, and services.
Support customers with account and service needs.
Assist customers with additional services, including notary services, 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 the team with office support, such as inventorying supplies and preparing for Cookie Friday.
Scan proof by scanning all daily transactions into the computer.
Demonstrate drive-through knowledge, including use of the speaker and transaction drawers or tube.
Perform other tasks assigned by the Branch Manager.
Ensure work is accurate and appropriate by verifying and validating data and paying close attention to information received and entered.