Banking Specialist II

Job Description

Job Description

The Banking Specialist II will serve as a primary representative for the financial center in both processing paying/receiving transactions for client requests and supporting client servicing and new account requests. This position will demonstrate strong client conversational skills utilizing the Bank defined conversation strategy. In addition, the Banking Specialist II 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. The Banking Specialist II will possess good judgement and decision making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience.

A high school diploma or equivalent. Prior cash handling experience; minimum one (1) year of experience in related banking positions preferred.

Proficient reading, verbal, and written communication, mathematical, computer, and interpersonal relations skills; strong attention to detail and be organized; clear understanding of bank products and services to cross-sell to clients; adept at cross-selling bank products and services; be knowledgeable of and adhere to security procedures.