Retail Banking Specialist
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
Come join Beal Bank's thriving retail banking team and bring your passion for great customer service! Our Retail Banking Specialists are part of a small, vital, hands-on team who provide exceptional frontline service and support to Beal Bank's current and prospective customers. In this essential role, you will ensure all bank policies, procedures and regulatory compliance are adhered to on a daily basis through effective communications, strong product knowledge and a friendly, responsive approach. Rather than focus on sales goals, Beal Bank is known for our competitive rates, secure growth and great service. This position is based at the Beal Bank Bellevue location with working hours from 8am to 5pm Monday through Friday. Essential Job Duties & Responsibilities include but are not limited to: processing a variety of customer transactions accurately and efficiently in accordance with bank policies, procedures and regulations, including the opening, servicing and closing of all account products (CDs, Money Market, Statement Savings and Retirement Accounts). You will be required to participate in Community Reinvestment Act (CRA) activities by volunteering during business hours with qualifying organizations, ensuring all mandatory monthly metrics for the branch are met. You will conduct teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc. Your role will enhance the overall customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging and developing good professional relationships with customers. You will perform opening, closing and other branch duties, balance cash drawer and assist with cash vault balancing, open and process incoming mail, complete logs, reports and control checks while maintaining a neat and organized work area. Additionally, you will answer incoming phone calls, address customer questions and concerns, and escalate any problems or disputes to appropriate internal resources for resolution. You will also be responsible for imaging documents and performing quality control checks, practicing branch security procedures, and protecting customer confidentiality and privacy.
