Banking Specialist II

About the role

The Banking Specialist II will serve as a primary representative for the financial center in both processing paying/receiving transactions for client requests and supporting client servicing and new account requests.

Responsibilities

• Demonstrate strong client conversational skills utilizing the Bank defined conversation strategy.
• Engage in conversational discovery with a client, aligning the needs of the client with the appropriate solution, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment.
• Possess good judgement and decision making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience.

Requirements

• A high school diploma or equivalent.
• Prior cash handling experience; minimum one (1) year of experience in related banking positions preferred.

Qualifications

• Proficient reading, verbal, and written communication, mathematical, computer, and interpersonal relations skills.
• Strong attention to detail and be organized.
• Clear understanding of bank products and services to cross-sell to clients.
• Adept at cross-selling bank products and services.
• Knowledgeable of and adhere to security procedures.