Customer Specialist - Travel

Richwood Bank•Bellefontaine, OH

About The Position

The Customer Specialist, Travel is a front-line customer service role that travels to Richwood Bank’s nine locations as needed. The position provides the full spectrum of banking services, from helping customers select and open appropriate accounts to facilitating transactions and supporting other account and service needs. The role also contributes to Richwood Bank’s customer-focused culture and participates actively in the company community.

Requirements

High school diploma or GED required.
Two years of customer service experience required.
Excellent customer service and communication skills.
Ability to prioritize and make on-the-spot decisions about customer transactions while weighing customer satisfaction against the bank’s exposure to loss and fraud.
Mathematical skills.
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 other products and services that may meet their needs.
High degree of accuracy, attention to detail, and organization.
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, as well as teller responsibilities relating to them.
Punctuality, drive to succeed, and openness to learning new industry technology.
Accurate typing and basic computer skills, including word-processing and 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 make the most of them.
Help new customers transfer funds seamlessly through the bank’s switch program.
Maintain an accurate cash drawer balance each day.
Demonstrate knowledge of the bank’s accounts, products, and services.
Support customers with account and service needs.
Provide additional services such as 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 with office support, including supply inventory and cookie Friday preparations.
Scan daily transactions into the computer for proof.
Demonstrate drive-through procedures, including use of the speaker, transaction drawers, and tube.
Perform other tasks assigned by the Branch Manager.
Ensure work is accurate and appropriate; verify and validate data for accuracy and reliability, paying close attention to information received and entered.
Maintain confidentiality and participate actively in Richwood Bank’s company culture.