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-through. The position handles a broad range of banking services, including identifying appropriate accounts, opening accounts, and processing transactions and fund transfers. Team members are expected to participate actively in Richwood Bank’s company culture and provide a strong customer experience.

Requirements

High school diploma or GED.
At least two years of customer service experience.
Excellent customer service and communication skills.
Ability to prioritize and make on-the-spot decisions about customer transactions while considering customer satisfaction and the bank’s exposure to loss and fraud.
Mathematical skills and a high degree of accuracy.
In-depth knowledge of bank products and services.
Ability to work under pressure in a fast-paced environment.
Ability to identify opportunities to educate customers about products and services that may meet their needs.
Attention to detail and organizational skills.
Ability to maintain confidentiality.
Positive, can-do attitude toward teammates and customers.
Knowledge of relevant 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, and of teller responsibilities related to them.
Punctuality.
Drive to succeed and openness to learning new industry technology.
Accurate typing and basic computer skills, including word processing, spreadsheet software, 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 from them.
Help new customers transfer funds seamlessly 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.
Provide additional services such as notary, faxing, and check orders.
Stay current on rates for CDs, savings IRAs, and interest-bearing checking accounts.
Listen to customer needs and recommend solutions.
Assist with office support, including supply inventory and Cookie Friday preparations.
Scan and record daily transactions using the computer.
Demonstrate knowledge of drive-through equipment and processes, including the speaker and transaction drawers or tube.
Perform other tasks assigned by the Branch Manager.

Benefits

Medical coverage and wellness program for full-time employees.
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.