About The Position

As our Retail Sales & Service Specialist (RSS), you’ll be the go-to expert supporting our branches with everything from operational guidance to policy maintenance, exception approvals, training, and—let’s be honest—saving the day (a lot). You’ll: Be the operational superhero for branch teams when they need help beyond standard channels. Help craft the best-in-class customer service experience by supporting procedures, training, and performance. Work hand-in-hand with management to drive branch growth, streamline processes, and boost productivity. Conduct branch visits (yes, you get to leave the desk sometimes!) to ensure things are running like a well-oiled machine. Be a trusted source for complex product knowledge, compliance, and risk reviews—think IRA, HSA, and beyond. Bring your ideas to the table and help shape procedures that keep us compliant and competitive.

Requirements

  • At least 5 years in branch operations, retail sales, and new accounts at a financial institution.
  • Deep knowledge of banking procedures and regulatory requirements.
  • Strong communication skills—you’re a mentor, not just a manager.
  • Analytical chops to spot issues, solve puzzles, and streamline processes.
  • Independent, detail-oriented, and ready to lead by example.
  • A High School Diploma or equivalent (related military experience welcomed!)
  • Proficiency in Microsoft Office tools (Word, Excel, PowerPoint, Outlook)
  • The ability to juggle multiple priorities without breaking a sweat

Nice To Haves

  • Supervisory experience? That’s a big plus.

Responsibilities

  • Be the operational superhero for branch teams when they need help beyond standard channels.
  • Help craft the best-in-class customer service experience by supporting procedures, training, and performance.
  • Work hand-in-hand with management to drive branch growth, streamline processes, and boost productivity.
  • Conduct branch visits to ensure things are running like a well-oiled machine.
  • Be a trusted source for complex product knowledge, compliance, and risk reviews—think IRA, HSA, and beyond.
  • Bring your ideas to the table and help shape procedures that keep us compliant and competitive.

Benefits

  • Medical, Dental and Vision insurance, including FSA (Flex Spending Account)
  • Paid Time Off to include select paid holidays
  • Retirement Benefits with generous 401K match
  • Paid Parental Leave
  • Education Assistance
  • Employee Assistance Program
  • Employee Wellness Program

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

High school or GED

Number of Employees

251-500 employees

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