Bank Services Specialist

Description Summary

The position of Bank Services Specialist provides a variety of banking services including tellering, opening deposit accounts, and providing service in all areas of retail operations with an emphasis on exceptional customer service.

Essential Duties And Responsibilities

• Greet customers upon entering the lobby and advocate the benefits of Connection Bank products and services to promote customer enthusiasm and engagement.
• Process various customer transactions (deposits, withdrawals, transfers, loan payments, money orders, cashier’s checks, cash advances) while complying with Bank policies and procedures.
• Issues new or replacement debit cards, places check orders, and makes appropriate customer referrals to other functional areas of the bank.
• Maintains and balances ATM cash, replenishes cash supply, and ensures the ATM is in working order at all times.
• Processes both incoming mail transactions and night depository transactions under dual control, efficiently and accurately.
• Maintains and balances coin machine and prepares mutilated currency for shipment.
• Demonstrates willingness to work at any branch office and assists others in reconciling errors or discrepancies, when necessary.
• Performs safe deposit box operations such as opening new boxes, allowing customers access to their boxes, and account maintenance.
• Provides phone coverage as needed and completes assigned compliance training.
• Opens new deposit accounts and issues certificate of deposits.
• Completes other duties as required or assigned.

Skills and Abilities

• Promotes Connection Bank core values.
• Projects a positive image of the bank to all internal and external customers.
• Demonstrates the ability to hold confidential information and displays honesty and high ethical standards.
• Strives for high customer satisfaction, is helpful, pleasant, approachable, and team-oriented.
• Knows bank operations, policies, procedures, products, and services.
• Able to use relevant information and individual judgment to determine whether events or processes comply with laws, regulations, and/or standards.
• Develops constructive and cooperative working relationships with others, and maintains them over time.
• Exceptional oral, written, and interpersonal communication skills with the ability to apply common sense while performing work.
• Excellent organizational and time management skills.
• Proficient in computer operations with working knowledge of Microsoft products and the ability to learn bank specific programs.
• Ability to work with minimal supervision while performing duties.

Physical Demands

• Remain in a stationary position for approximately 80% of the day.
• Move about inside the office to access file cabinets, office machinery, etc.
• Operate a computer and other office productivity machinery, such as an adding machine, copy machine, printer, postage machine, and branch capture scanner.
• Lift and/or move up to 20 pounds.