Banking Specialist I - Teller

Socket.dev; Bel Air (MD); On-site; USD 35,000 - 54,000; Full time

Benefits offered by this job

401(k)/profit-sharing program

Paid time off

Paid holidays

Paid parental leave

Employee service recognition

Job summary

Orrstown Bank in Bel Air, MD is seeking a Banking Specialist I to process paying/receiving transactions and support client servicing. The role emphasizes strong client conversations, risk awareness, and achieving branch goals through referrals for deposits and credit products.

The position requires a high school diploma and cash-handling experience, with familiarity of bank products. You'll support teller duties, onboarding new staff, and daily branch operations while maintaining security and

Qualifications

• Proficient reading, verbal and written communication, math and interpersonal skills.
• Strong attention to detail and organization.
• Clear understanding of bank products and services to cross-sell to clients.

Responsibilities

• Supports branch goals by engaging clients and identifying referral opportunities for deposits and credit products.
• Delivers exceptional service during routine transactions and balances cash drawer daily.
• Demonstrates working knowledge of bank products and channels to identify client needs.
• Proficient with online/mobile banking and debit card management.
• Participates in outbound calls to identify sales opportunities and referrals.
• Assists with branch opening and end-of-day processes.
• Mentors new associates through on-the-job training.
• Adheres to BSA/AML policies and completes required training.

Skills

Reading & writing

Communication

Attention to detail

Cross-selling

Bank products knowledge

Security procedures

Education

High school diploma or equivalent

Job description

About the Role:

The Banking Specialist I will serve as a primary representative for the branch in processing paying/receiving transactions for client requests and supporting basic client servicing requests. This position will demonstrate strong client servicing skills, supporting the Bank’s core courtesy standards. In addition, the Banking Specialist I will engage in basic conversational discovery with a client, aligning the needs of the client with the appropriate solution recommendation, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. The Banking Specialist I will possess good judgement to ensure a sound balance of maintaining all areas of risk while also considering the client experience.

Minimum Qualifications:

• A high school diploma or equivalent.
• Prior cash handling experience

Preferred Qualifications:

• Familiarity with bank products and services

Responsibilities:

• Through active engagement in client conversation and basic financial need exploration, supports the branch market plan/business plan to support achievement of assigned quarterly and annual goals, specifically identifying referral opportunities for deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
• Provides an exceptional client experience during routine paying/receiving transactions by consistently demonstrating the Bank’s core client courtesy standards, supporting the overall client experience sales/service model to assist in client acquisition and retention strategies.
• Demonstrates a basic working knowledge of all Bank products, services, and usage channels, to identify client account needs. This knowledge will include a high proficiency in personal accounts with limited proficiency expected for business product types.
• Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc.
• Supports limited marketing and sales strategies, as identified by the Branch Executive Officer, through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate referrals in support of goal attainment.
• Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer on a daily basis.
• Demonstrates proficiency of all operating systems, to support the processing of client paying/receiving transactions, limited service transactions and overall client relationship management.
• Assists with branch opening and end-of-day processes.
• Supports onboarding of new associates within the financial center, specifically serving as mentor/coach for new associates through on the job training/job shadowing
• Responsible for understanding the Bank’s BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.

Skills:

Proficient reading, verbal, and written communication, mathematical, computer, and interpersonal relations skills; strong attention to detail and be organized; clear understanding of bank products and services to cross-sell to clients; adept at cross-selling bank products and services; be knowledgeable of and adhere to security procedures.

Benefits:

At Orrstown Bank, our employees are our most valuable asset. Our benefits package is designed to help our team achieve work/life balance, maintain a healthy lifestyle, and plan for the future.

• 401(k)/profit-sharing program
• Paid time off
• Paid holidays
• Paid parental leave

Employee service recognition