Banking Specialist II/Teller II - Float

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.
• Engage in conversational discovery with clients to identify and align their needs with appropriate solutions.
• Demonstrate strong client conversational skills using the Bank’s defined strategy.
• 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.
• Knowledge of bank products and services to effectively cross-sell to clients.