Financial Services Specialist

First National Bank•South Boston, VA

12d•Onsite

About The Position

First National Bank is seeking a part-time Financial Services Specialist for its South Boston, Virginia branch. This customer-facing member of the Retail branch team supports customers and the community by providing helpful, accurate service in a fast-paced environment. The position is expected to work approximately 25 hours per week and calls for teamwork, professionalism, positive example-setting, and commitment to the Bank’s customer service standards. The specialist processes teller transactions, opens accounts and other bank products, answers customer questions, supports daily branch operations, and refers customers to other departments when appropriate. The role requires cash-handling proficiency, clear communication, accuracy, and the ability to follow procedures with minimal supervision. The position works in a normal office environment. First National Bank describes a variety of career paths and opportunities for employee growth and development.

Requirements

High school diploma or equivalency required.
Working knowledge of Microsoft Office products.
Demonstrated cash-handling proficiency and verbal communication ability.
Strong organization, attention to detail, problem-solving ability, initiative, and ability to learn and work quickly and accurately with minimal supervision.
Effective verbal, written, and interpersonal communication skills, including the ability to understand and carry out instructions, interpret documents and procedures, give directions, and speak clearly.
Basic math skills, including arithmetic with whole numbers, fractions, and decimals; calculating interest and account balances; locating routine mathematical errors; and counting currency and coin.

Nice To Haves

Associate’s degree preferred.
Prior teller experience preferred.
Basic knowledge of relevant banking regulations preferred.

Responsibilities

Process customer transactions at a teller window, including deposits, withdrawals, and loan payments; verify cash and signatures, identify customers, and balance and maintain a cash drawer within established limits.
Report cash drawer discrepancies to a Supervisor.
Open accounts, certificates of deposit, and other Bank products; answer account-opening questions and ensure paperwork is completed and entered into the computer system.
Respond to customer questions and concerns and determine when Supervisor input is needed.
Perform daily branch functions, including processing night deposits and mail and balancing and servicing the ATM.
May be responsible for opening and/or closing the Bank.
Provide additional services such as Cashier’s Checks, Travel Cards, and Gift Cards.
Cross-sell Bank products and services and refer customers to other departments as appropriate.
Follow directions from Management and comply with department and company policies and procedures.