Personal Banking Specialist I

A Personal Banking Specialist-I (PBS-I) delivers exceptional, personalized service while efficiently conducting front-line customer transactions with a positive and helpful attitude. You will identify ways to meet customer needs by building relationships and asking meaningful questions. This position requires you to be individually motivated to work as a team including assisting team members and the branch to promote a positive, energetic work environment.

Primary Responsibilities

· Effectively and efficiently process deposits, withdrawals, and other cash handling duties

· Balance cash drawer daily

· Answer customer inquiries regarding products and services and fulfill basic servicing requests

· Educate customers on consumer products, technology, and digital solutions such as mobile, online, and ATM offerings

· Remain aware of potential fraudulent activity and communicate activity to supervisor, as appropriate

· Refer customers to upper management when more complex needs are recognized

· Order customer checks

· Process stop payments

· Process official checks

· Provide bank statement printouts

· Create currency transaction reports

· File documents, as applicable

· Receive loan applications from customers

· Assist in processing wires

· Recognize cross-training and cross-selling opportunities

· Ensure safe banking practices including adherence to Bank Secrecy Act and other applicable laws and regulations

· Operate in accordance with all bank policies and procedures

· Perform miscellaneous duties, as assigned

· Must maintain confidentiality of client transactions and bank records

Qualifications

· Positive attitude and friendly personality

· Excellent interpersonal and customer service skills

· Detail-oriented

· Strong problem solving skills

· Team-oriented; work well with others

· Professional appearance

· Can ask meaningful questions

· Can operate computer work stations

· Can multi-task and prioritize

Education And/or Experience Requirements

· High School diploma or equivalent

· One year of customer service experience

· One year of cash handing experience preferred

· One year of banking experience preferred

· Knowledge of banking laws and regulations including the Bank Secrecy Act preferred