Banking Specialist

02.22.2023--

Summary:
Banking Specialists are expected to demonstrate an understanding of and a commitment to our core values, the discipline and work ethic to achieve consistent excellence, and the ability to provide exceptional customer experiences to our customers and the communities we serve. Banking Specialists will exhibit the attitude and aptitude to engage in continuous development of self and others.

Primary Responsibilities and Duties:
(The essential duties and responsibilities listed below are representative of the job requirements but, are not meant to be all-inclusive or prevent other duties from being assigned as necessary)

1. Continually meet customer and prospect needs by promoting bank products and services and making referrals.
2. Build and maintain exceptional customer relationships in the branch, on the phone, and by attending various events, as appropriate.
3. Actively participate in training, staff meetings, and other motivational activities.
4. Actively participate in the proactive selling process within the bank, utilizing the marketing resources and other various tools and reports.
5. Establish good relationships with other departments to ensure efficient and effective referrals are made.
6. Meets Quality Service Standards when working with customers on the phone or in person.
7. Handles all transactions in accordance with banking regulations, guidelines, and policies.
8. Follows security procedures according to bank guidelines.
9. Complies with all regulations as appropriate for the job function.
10. Ability to close consumer loans, HELOC, and lines of credit.
11. Performs Customer Representative and Personal Banker duties, as needed, in addition to performing consumer lending duties.
12. Maintains knowledge and seeks ongoing education of First National products, services and lines of business.
13. Expert regarding online banking, bill pay, and mobile baking services.
14. Demonstrates ability to identify opportunities to cross-sell new and existing services.
15. Consistently meets or exceeds established referral goals as set by management.
16. Projects a positive image of the bank and exhibit professionalism and confidentiality at all times.
17. Exceptional judgment and ability to foresee problems. Excellent performance in new and stressful situations.
18. Maintains a strong understanding of duties, extremely motivated, completes established goals and takes responsibility for additional projects, produces more work than required; does not require assistance prioritizing.
19. Consistently follows information security guidelines, electronically and otherwise, in or order to limit risk to the bank.

Position Requirements:

1. High School Diploma or GED
2. Previous customer service experience required
3. Cash handling experience required
4. Ability to work well in a team environment
5. Strong oral and written communication skills