The Banking Specialist I will serve as a primary representative for the branch in processing paying/receiving transactions for client requests and supporting basic client servicing requests. This position will demonstrate strong client servicing skills, supporting the Bank’s core courtesy standards. In addition, the Banking Specialist I will engage in basic conversational discovery with a client, aligning the needs of the client with the appropriate solution recommendation, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. The Banking Specialist I will possess good judgement to ensure a sound balance of maintaining all areas of risk while also considering the client experience.

Qualifications

• A high school diploma or equivalent. Prior cash handling experience; familiarity with bank products and services preferred
• Proficient reading, verbal and written communication, mathematical and interpersonal relations skills; strong attention to detail and be organized; clear understanding of bank products and services to cross-sell to clients; be knowledgeable of and adhere to security procedures

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Essential Duties

• Through active engagement in client conversation and basic financial need exploration, supports the branch market plan/business plan to support achievement of assigned quarterly and annual goals, specifically identifying referral opportunities for deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals
• Provides an exceptional client experience during routine paying/receiving transactions by consistently demonstrating the Bank’s core client courtesy standards, supporting the overall client experience sales/service model to assist in client acquisition and retention strategies
• Demonstrates a basic working knowledge of all Bank products, services, and usage channels, to identify client account needs. This knowledge will include a high proficiency in personal accounts with limited proficiency expected for business product types
• Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc
• Supports limited marketing and sales strategies, as identified by the Branch Executive Officer, through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate referrals in support of goal attainment
• Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer on a daily basis
• Demonstrates proficiency of all operating systems, to support the processing of client paying/receiving transactions, limited service transactions and overall client relationship management
• Assists with branch opening and end-of-day processes
• Supports onboarding of new associates within the financial center, specifically serving as mentor/coach for new associates through on the job training/job shadowing
• Responsible for understanding the Bank’s BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately
• Satisfactorily completes all required annual regulation, sales and service training
• Other reasonable duties as assigned by supervisor
• Coordinate specific work tasks with personnel from applicable departments to ensure the smooth and efficient flow of information; report pertinent information to immediate supervisor; compile information as necessary or directed and provide data to appropriate Bank personnel; respond to inquiries relating to the particular area and requests from clients, other Bank personnel, etc., within given time frames and established policy
• Attend regularly scheduled coaching and counseling sessions held by supervisor/mentor to achieve the outcome of improved communication, action plan development, positive feedback, and performance improvement
• Abide by the current laws and organizational policies and procedures designed and implemented to promote an environment that is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace; support risk management practices and overall safety and soundness and the Bank’s compliance with all regulatory requirements. Perform tasks that are supportive in nature to the essential functions of the job which may be altered or redesigned depending on individual circumstances
• Regular and predictable attendance; perform other duties as assigned or directed