Relationship Specialist Float

Support daily branch operations by delivering accurate, courteous service across teller and platform functions.

Responsibilities

• Provide prompt, professional, and friendly service in the lobby, at the teller line, and across all customer channels.
• Respond to inquiries, deliver accurate information, and resolve routine issues efficiently.
• Develop understanding of customer needs through active listening and purposeful conversations.
• Take a consultative approach to recommend appropriate products, services, or internal partners.
• Build long-term relationships through consistent follow-through and proactive engagement.
• Identify opportunities to deepen relationships and enhance the customer’s financial well-being.
• Maintain strong knowledge of Bank products, services, and digital tools.
• Clearly communicate product benefits and guide customers to appropriate solutions.
• Support branch goals for deposits, referrals, and service quality while maintaining a customer-first focus.
• Serve as a resource to peers by demonstrating product and operational expertise.
• Open and service accounts including checking, savings, CDs, IRAs, HSAs, and safe deposit boxes in compliance with regulations.
• Ensure all documentation is complete and accurate.
• Follow up on new accounts and provide guidance on digital banking tools.
• Assist with account maintenance, updates, and issue resolution.
• Process customer requests such as debit cards, instant issue cards, check orders, and CD maturity instructions.
• Support safe deposit box audits and dormant account reviews to ensure compliance.
• Accurately process deposits, withdrawals, payments, check cashing, and other transactions.
• Perform advanced teller functions such as instant debit card issuance and temporary checks.
• Balance and reconcile cash drawers daily in accordance with Bank standards.
• Maintain accurate records and adhere to all procedures and regulatory requirements.
• Support vault balancing and currency management with a focus on accuracy and security.
• Assist with Teller Cash Recyclers (TCRs), coin processing, and reconciliation processes.
• Provide support for ATM balancing, troubleshooting, and cash handling tasks.
• Assist with cash ordering and shipment activities to maintain appropriate inventory levels.
• Adhere to all applicable banking regulations (BSA/AML, CIP/KYC, privacy requirements).
• Protect customer information by following confidentiality and data security protocols.
• Identify and report suspicious activity promptly.
• Maintain punctuality, professionalism, and reliable attendance.
• Meet performance standards related to service quality, accuracy, and operational excellence.
• Participate in ongoing training and professional development.
• Demonstrate and uphold the Bank’s Core Values.
• Participate in community organizations and events to enhance the Bank’s visibility and reputation.
• Represent Kennebec Savings Bank professionally within the community.
• Support branch-level engagement and relationship-building initiatives.
• Actively participate in industry trade group meetings and educational programs.
• Work at other Bank branches as needed for customer service, operational, or training purposes.
• Attend and participate in Bank meetings.
• Attend internal and external training to improve skills and knowledge relevant to the Relationship Specialist position.
• Perform other duties as required.

Requirements

• Bachelor’s degree or equivalent work experience preferred.
• 1–3 years of relevant experience (Teller, Customer Service, or similar role).
• Proficiency with computer systems, including word processing and spreadsheets.
• Valid driver’s license and reliable transportation to attend meetings, training, and daily work schedules.
• Ability to lift and carry up to 20 pounds.
• Ability to operate vault systems and read reports.
• Ability to stand/sit for extended periods.
• Comfortable using computers for extended durations.
• Strong verbal communication skills (including phone interactions).
• Ability to prioritize and manage multiple tasks.

Skills

• Strong communication and interpersonal skills.
• Customer-focused mindset.
• High attention to detail and accuracy.
• Strong organizational and time management skills.
• Problem-solving and sound decision-making abilities.
• Integrity and confidentiality.
• Team collaboration skills.

Pay

• Developing - Minimum: $21.20 per hour
• Proficient - Midpoint: $25.06 per hour
• Exceptional - Maximum: $28.92 per hour