Banking Specialist II

About the role

The Banking Specialist II serves as a primary representative for the financial center, processing paying and receiving transactions for client requests and supporting client servicing and new account requests. This role demonstrates strong client conversational skills using the Bank’s defined conversation strategy, engages in conversational discovery to align client needs with appropriate solutions, and ensures client value recognition and commitment in a repeatable manner to support goal attainment.

Responsibilities

• Process paying and receiving transactions for client requests.
• Support client servicing and new account requests.
• Utilize strong client conversational skills and the Bank’s defined conversation strategy.
• Engage in conversational discovery to identify and align client needs with appropriate solutions.
• Ensure client value recognition and commitment in a repeatable fashion to meet assigned goals.
• Exercise good judgment and decision-making to balance risk management with client experience.
• Cross-sell bank products and services to clients.
• Adhere to security procedures and maintain a clear understanding of bank products and services.

Requirements

• High school diploma or equivalent.
• Prior cash handling experience; minimum one (1) year of experience in related banking positions preferred.
• Proficient reading, verbal, and written communication skills.
• Strong mathematical, computer, and interpersonal relations skills.
• Attention to detail and strong organizational skills.
• Clear understanding of bank products and services.
• Adept at cross-selling bank products and services.
• Knowledgeable of and adheres to security procedures.