Banking Customer Specialist: Frontline Service & Solutions

Richwood Bank; Plain City (OH); On-site; USD 34,000 - 46,000; Full time

Benefits offered by this job

Medical and wellness program

Dental insurance

Vision insurance

Life insurance

Supplemental short-term disability

401(k) plan

Wellness program

Tuition reimbursement

Professional development opportunities

Job summary

Richwood Bank seeks a Customer Specialist to serve clients in-branch and at the drive-thru, handling a full spectrum of banking services and account openings. You will assess customer needs and guide them to suitable products and services.

The role emphasizes accuracy, confidentiality, and adherence to banking regulations, with opportunities for professional development and a supportive team culture.

Qualifications

• Two years of customer service experience required.
• Cash handling experience preferred.
• Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and teller roles and responsibilities relating to each act.

Responsibilities

• 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.

Skills

Excellent customer service skills

Strong communication skills

High degree of accuracy

Detail-oriented

Confidentiality

Punctual

Ability to work under pressure

Cross-promotion awareness

Education

High School Diploma or GED

Job description

Richwood Bank seeks a Customer Specialist to serve clients in-branch and at the drive-thru, handling a full spectrum of banking services and account openings. You will assess customer needs and guide them to suitable products and services.

The role emphasizes accuracy, confidentiality, and adherence to banking regulations, with opportunities for professional development and a supportive team culture.