Banking Specialist II - Teller/CSR

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. This position will demonstrate strong client conversational skills utilizing the Bank defined conversation strategy. In addition, the Banking Specialist II will 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. The Banking Specialist II will possess good judgement and decision‑making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience.

Minimum Qualifications

• A high school diploma or equivalent.
• A minimum of one (1) year experience in related banking positions.
• NMLS Registry required post hire.

Preferred Qualifications

• Bank product and services training.
• Familiarity with financial software.

Responsibilities

• Through active engagement in client conversation and financial need exploration, supports achievement of assigned quarterly and annual goals, specifically deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
• Identify sales and service‑to‑sales opportunities.
• Support all marketing and sales strategies through active engagement in outbound calling activities to clients.
• Support a positive client experience by performing all teller transactions accurately and balancing teller cash drawer as needed.
• Assist with branch opening and end‑of‑day processes.
• Demonstrate proficiency with all operating systems to support new account opening, service transactions, and overall client relationship management.
• In the absence of the Branch Executive Officer, assume responsibility for operational tasks such as oversight of the branch vault, weekly cash shipment tasks, and ATM cash management.
• Support onboarding of new associates within the financial center, serving as a mentor/coach through on‑the‑job training and job shadowing.
• Understand the Bank’s BSA/AML Policy, complete required annual BSA/AML training, and promptly report any suspicious activity to the BSA Officer.
• Complete all required annual regulation, sales, and service training.

Skills

• Proficient reading, verbal, and written communication
• Mathematical skills
• Computer skills
• Interpersonal relations skills
• Strong attention to detail and organization
• Clear understanding of bank products and services to cross‑sell to clients
• Adept at cross‑selling bank products and services
• Knowledgeable of and adherence to security procedures

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Long‑term disability
• Short‑term disability
• Employee, spouse, and dependent life and AD&D insurance
• Flexible spending account
• Dependent care spending account
• Employee stock purchase plan
• 401(k)/profit‑sharing program
• Paid time off
• Paid holidays
• Paid parental leave
• Employee service recognition