Banking Services Specialist II

ADP, Inc.; Town of Bloomington (WI); On-site; USD 36,000 - 48,000; Full time

Job summary

ADP, Inc. in Bloomington, WI is seeking a Retail Banking Representative II to deliver superior customer service and process transactions while referring customers to bank products and services to help achieve their financial goals.

The role involves teller transactions, account maintenance, and assisting with requests like stop payments and wire transfers. You will work to understand customer needs, adhere to bank policies, and participate in training.

Qualifications

• High School diploma or GED.
• Minimum of one-year related clerical/administrative experience or training.
• Detailed understanding of banking services and products.
• Strong attention to detail, with a focus on accuracy and quality of work.
• Handle changing priorities in a deadline-oriented environment.
• Strong verbal and written communication skills.

Responsibilities

• Perform teller transactions and process deposit account requests.
• Assist with customer service requests such as stop payments, wire transfers, and account maintenance.
• Identify customer financial needs and offer solutions or referrals.
• Adhere to bank policies, compliance standards, and confidentiality.
• Maintain branch appearance and participate in training.
• Support other branches during staff shortages.

Skills

Verbal communication

Written communication

Attention to detail

Prioritization

Education

High School diploma or GED

Job description

ADP, Inc. in Bloomington, WI is seeking a Retail Banking Representative II to deliver superior customer service and process transactions while referring customers to bank products and services to help achieve their financial goals.

The role involves teller transactions, account maintenance, and assisting with requests like stop payments and wire transfers. You will work to understand customer needs, adhere to bank policies, and participate in training.