Banking Specialist III/CSR

About the role

The Banking Specialist III will serve as the primary new account and loan representative for the branch. This position will demonstrate strong client conversational skills utilizing the Bank defined conversation strategy. In addition, the Banking Specialist III 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. As required, the Banking Specialist III may also provide support in processing paying/receiving transactions for client requests.

Responsibilities

• Serve as the primary new account and loan representative for the branch
• Demonstrate strong client conversational skills utilizing the Bank defined conversation strategy
• Engage in conversational discovery with clients, aligning needs with appropriate solutions
• Recognize client value and demonstrate commitment in a repeatable fashion to support assigned goal attainment
• Provide support in processing paying/receiving transactions for client requests as required
• Exercise good judgement and decision-making skills to maintain a sound balance of risk management while considering client experience

Qualifications

• High school diploma or equivalent; some college preferred
• Minimum of two (2) years of experience in related banking positions with specialized banking and sales training
• One (1) year of experience in a related banking position may be considered with completion of a post-secondary 4-year degree
• Three (3) years of demonstrated success in outside sales may be considered in lieu of banking experience

Skills

• Proficient reading, verbal and written communication skills
• Mathematical, computer and interpersonal relations skills
• Strong attention to detail and highly organized
• Ability to make practical, common sense decisions
• Solid working knowledge of bank products and services
• Comprehensive knowledge of bank forms and documents used in opening new accounts
• Knowledge of operating policies and procedures that impact banking products
• Technical sales skills sufficient to take advantage of selling and cross-selling opportunities