Customer Specialist - Travel

Customer Specialist, Travel The Traveling Customer Specialist position is a front‑line position providing customer service to bank clients. This position will travel all nine locations as needed and will conduct the full spectrum of banking service, from evaluating what Richwood Bank account a customer would fit best in, to how to open it and transact funds. Richwood Bank has a comprehensive benefits package for full‑time employees, including medical and wellness programs, dental, vision, employee assistance plan, life insurance, supplemental short‑term disability, 401(k) plan, enhanced Wellness program, tuition reimbursement and professional development opportunities. Essential Functions Greet customers Facilitate all transactions for customers across all financial account types and requests Open accounts and teach customers how to gain the most potential from them Assist new customers in transferring all funds over seamlessly through our switch program Maintain an accurate balance of cash drawers daily Demonstrate knowledge of all accounts, products and services offered Support customers with all account and service needs Be willing to help customers with additional benefits such as notary, faxing and check orders Stay current on rates for CDs, savings IRAs and interest‑bearing checking Listen to customer needs and recommend the best solutions to help them succeed Assist team with miscellaneous office support such as inventory of supplies and cookie Friday preparations Scan proof – scanning all transactions daily into the computer Demonstrate drive‑thru knowledge – speaker, transaction drawers/tube Perform other tasks assigned by Branch Manager Ensure work completed is accurate and appropriate; verify and validate all data to confirm accuracy and reliability, paying close attention to details of all information received and entered. Skills and Abilities Excellent customer service skills Ability to prioritize and make on‑the‑spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss and fraud Mathematical skills In‑depth knowledge of bank products and services Work well under pressure and in a fast‑paced environment Identify opportunities to educate customers of more products and services that may fit their needs Strong communication skills High degree of accuracy Detailed and organized Maintain confidentiality at all times Maintain a positive can‑do attitude toward team and customers Knowledge of federal regulations, including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm‑Leach‑Bilyi Act, Regulation E and teller roles and responsibilities related to each act Punctual Driven to succeed and open‑mind to learn more about new technology within the industry Accurate typing skills; basic computer skills, including use of word processing, spreadsheet software, and e‑mail Education High School Diploma or GED required; college preferred Two years of customer service experience required Cash handling experience preferred Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Candidates are subject to background and credit checks. Employment is contingent upon results that meet company standards and applicable laws. #J-18808-Ljbffr