Banking Specialist III/CSR

About the role

The Banking Specialist III will serve as the primary new account and loan representative for the branch.

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.
• As required, provide support in processing paying/receiving transactions for client requests.
• 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

• 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 the 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, mathematical, computer and interpersonal relations skills.
• Strong attention to detail and be highly organized.
• Make practical, common sense decisions.
• Solid working knowledge of bank products.
• Display a clear understanding of the Bank’s products and services.
• Comprehensive knowledge of bank forms and documents used in opening new accounts, operating policies and procedures that impact these products.
• Technical sales skills sufficient to take advantage of additional selling and cross-selling opportunities.