Customer Specialist - Travel - MV

Richwood Bank•Marysville, OH

About The Position

The Traveling Customer Specialist is a front-line role providing customer service to bank clients and traveling to Richwood Bank’s nine locations as needed. The position provides the full range of banking services, including helping customers select appropriate accounts, opening accounts, and completing transactions. The specialist helps customers make the most of their accounts and supports them in transferring funds from other institutions through the bank’s switch program. Team members are expected to participate actively in Richwood Bank’s company culture. The role also supports branch operations by maintaining accurate cash drawers, scanning transactions, assisting with office tasks, and providing additional customer services such as notary assistance, faxing, and check orders. Work must be accurate, reliable, and detail-oriented, with data verified and validated. Candidates are subject to background and credit checks; employment is contingent on results meeting 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 bank 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 fit their needs.
Strong communication skills.
High degree of accuracy and attention to detail.
Organized and able to maintain confidentiality at all times.
Positive, can-do attitude toward team members 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 related to them.
Punctuality.
Drive to succeed and openness to learning new technology in the industry.
Accurate typing and basic computer skills, including word processing, spreadsheet software, and email.
Ability to meet company background and credit check 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 seamlessly transfer funds through the switch program.
Maintain an accurate balance of cash drawers daily.
Demonstrate knowledge of the bank’s accounts, products, and services.
Support customers with account and service needs.
Assist customers with 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 suitable solutions.
Assist with office support tasks, including supply inventory and Cookie Friday preparations.
Scan all daily transactions into the computer for proof.
Demonstrate knowledge of drive-through equipment and processes, including the speaker and transaction drawers/tube.
Perform other tasks assigned by the Branch Manager.
Ensure work is accurate and appropriate by verifying and validating data and attending to details.
Travel to all nine locations as needed.