About this role
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.
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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