Retail Support Specialist
Adelphi Bank
Position Summary: The Retail Support Specialist is responsible for providing administrative support to retail banking clients and employees, including the Universal Banker and Branch Manager. Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The Retail Support Specialist creates new account profiles, performs account maintenance, including wire input and support for business banking clients Review of new accounts and transactions for discrepancies Pulls reports specified and required by managers including New Account reports Conducts GL Balancing activities Supports Digital Online Banking and Debit Card maintenance, coordinates customer service requests, and ensures timely follow-up and resolution Upload documents to internal systems (ECM) Compliance reporting and document research With proper training and experience, open new accounts, and may perform Universal Banker customer facing transactions Adheres to all bank established policies, procedures, and overall banking regulations. Leads and encourages a positive working environment with a can-do attitude which fosters our Mission, Vision, Shared and Guiding Principles. Stays up to date on banks’ depository products accounts and online services. Maintain comprehensive and up to date knowledge of banking regulations related to assigned job function. Complete required compliance and job specific training. Familiarity and adherence of all Bank Secrecy Act requirements including the ability to identify and properly report fraudulent and suspicious loan activity. Complete and/or ensure all audit and security policies and procedures are followed in accordance with Bank policy and Federal Regulation. Actively participate in branch meetings, individual and group coaching/training sessions. Demonstrate comprehensive knowledge of all applicable bank policies and procedures. Work independently and exercise good judgement while keeping the bank’s financial interest in mind. Actively participate in bank functions and community activities as a representative of the bank. Other duties as assigned Supervisory Responsibilities: This job has no supervisory responsibilities. Competencies: To perform the job successfully, an individual should demonstrate the following. Communications - Expresses ideas and thoughts verbally; expresses ideas and thoughts in written form; exhibits good listening and comprehension; keeps others adequately informed; selects and uses appropriate communication methods. Use of Technology – Adapts to new technologies, demonstrates required skills, troubleshooting of technical problems and uses technology to improve productivity Adaptability - Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events. Integrity - Ability to maintain the integrity of highly confidential customer and Bank information. Dependability - Commits to doing the best job possible. Follows instruction. Keeps commitments. Meets attendance and punctuality guidelines. Responds to requests for service and assistance. Take responsibility for own actions Quality – Applies feedback to improve performance, demonstrates accuracy and thoroughness, monitors own work to ensure quality, displays commitment to excellence, looks for ways to improve and promote quality. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential function. Education/Experience: High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience. Previous Teller or Customer Service experience is a plus. Language Ability: Read and comprehend simple instructions, short correspondence and memos. Write simple correspondence. Effectively present information in one-on-one and small group situations to customers, clients and other employees. Mathematical Ability: Add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Compute rate, ratio and percent, and draw and interpret bar graphs. Reasoning Ability: Apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Deal with problems involving several concrete variables in standardized situations. Computer Skills: Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access), banking databases, and relevant software programs. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The employee is frequently required to use hands to finger, handle, or feel and talk or hear. The employee must be able to lift and/or move up to 25 lbs for coin shipments, moving bank equipment, etc. when necessary. Specific vision and hearing abilities required by this job include extended viewing of a computer screen consistent with a normal office environment. The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor. #J-18808-Ljbffr
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