What are the responsibilities and job description for the Retail Banking Service Specialist position at Plains Commerce Bank, Inc.?
- 2-3 years customer related experience preferred.
- Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty.
- Understand and effectively apply product promotion techniques to open, develop and close a sale.
- Must be able to create interest in a product and actively cross-promote other products and services.
- Provide exceptional customer interaction
- Project a positive image of the Bank to all internal and external customers.
- Excellent phone etiquette and verbal and written communication skills.
- Must be able to multi-task and prioritize duties and work under stress and pressure to meet established deadlines.
- General PC knowledge is required and ability to learn and run a variety of machines.
- Must be able to communicate effectively, get along with co-workers and deal with colleagues effectively and professionally.
- Understand and comply with the related laws and compliance regulations that pertain. Examples include Bank Secrecy Act, Privacy, and Funds Availability Policy.
- Full-time hours, Monday - Friday, with rotating Saturdays.
- Understand the various products the Bank offers and the ability to explain the value of those products to customers and refer customers to the appropriate department if not Retail Banking.
- Accountable for coaching the branch’s Retail Banker I team on how to effectively deliver excellent customer service and identify referral opportunities. This includes ensuring that the RBI team is educated on banking products and services, and that they have the appropriate knowledge and confidence in the bank’s products.
- Processes a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, wires and issuing monetary instruments.
- Support customers with maintenance questions concerning their accounts. This will include address changes, check orders, debit card orders and maintenance, online/mobile banking questions, balance inquires and the like.
- Support other Retail staff by assisting with account openings, processing paperwork and any other duties as requested.
- Responsible to coordinate and perform service on automated teller machines (ATM).
- Provide leadership to Retail Banker I with cash drawer and vault functions and customer service inquires. Responsible for the onboarding and training of new hire RB I within the branch.
- Responsible to execute branch audits as it pertains to the branch operational functions.
- Responsible for scheduling of RB I.
We offer a competitive benefits package that includes Medical, Dental and Vision; FSA or Dependent Care; Supplemental Accident, Hospital, or Critical Illness Plans; Employer paid Life Insurance, Short Term Disability, and Long-Term Disability; and Additional Voluntary Life Insurance Options. Paid Vacation, Sick and Volunteer leave; 401K and Profit Sharing.
Compensation for positions is based on the specific position and may be paid in the form of an hourly wage, overtime, a semi-monthly salary, commissions, or a combination of them. Depending on the specific position, some may be paid solely on commissions or others may include a bonus structure. As part of our employee benefits package, we offer exclusive perks such as discounted rates on banking and mortgage services, fee waivers, and access to special financial products. These benefits are designed to support your financial well-being as a valued member of our team.
Plains Commerce Bank is an Affirmative Action/Equal Opportunity Employer committed to providing equal employment opportunity without regard to an individual’s race, religion, color, gender, national origin, ancestry, age, sexual orientation, disability, or veteran status.
