Banking Specialist II

Orrstown Bank; Hanover (York County); On-site; USD 36,000 - 56,000; Full time

Job summary

Orrstown Bank's North Hanover Branch in Hanover, PA seeks a Banking Specialist II to handle cash transactions, support client servicing and new accounts, and promote bank products. The role emphasizes strong client conversation, discovery, and risk-aware service in a busy financial center.

The Banking Specialist II will balance cash, assist with branch operations, and mentor new staff while adhering to Bank policies and BSA/AML requirements. NMLS registration is required post hire.

Qualifications

• High school diploma or equivalent required.
• Prior cash handling experience; minimum 1 year in related banking positions preferred.
• Proficient reading, verbal, and written communication; strong math and computer skills.

Responsibilities

• Process cash transactions and balance teller cash drawer; provide overrides as needed to manage risk.
• Assist clients with account openings, servicing, and new account requests.
• Engage in conversational discovery to identify client needs and recommend bank products.
• Utilize bank conversation model and reporting to identify sales and service opportunities.
• Support branch operations, onboarding of new associates, and ensure compliance with policies.

Skills

Cash handling

Customer service

Communication skills

Attention to detail

Cross-selling

Education

High school diploma or equivalent

Job description

North Hanover Branch Regular - Full time Clerical Hanover, PA, US

Position Summary:

The Banking Specialist II will serve as a primary representative for the financial center in both processing paying/receiving transactions for client requests and supporting client servicing and new account requests. This position will demonstrate strong client conversational skills utilizing the Bank defined conversation strategy. In addition, the Banking Specialist II will engage in conversational discovery with a client, aligning the needs of the client with the appropriate solution, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. The Banking Specialist II will possess good judgement and decision making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience.

Qualifications:

A high school diploma or equivalent. Prior cash handling experience; minimum one (1) year of experience in related banking positions preferred.

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.

NMLS Registry required post hire.

Core Competencies:

• Career Development: Proactively prepares and actively participates in ongoing, candid, constructive monthly coaching sessions with supervisor. Seeks advancement into challenging and developmental roles and assignments. Sets and meets clear, measurable goals.
• Communicates Effectively: Demonstrates the ability to effectively communicate with all employees and clients, regardless of level. Communicates clearly, concisely, with candor and confidence. Writes, speaks, and listens to disseminate and receive information effectively and accurately. Seeks to understand the viewpoints of others. Keeps others informed in a timely manner.
• Focuses on the Client: Anticipates and identifies internal and external client needs. Takes action to meet and, where possible, exceed client expectations. Plans and organizes work effectively to facilitate responsiveness to client and meet deadlines.
• Judgment: Demonstrates sound reasoning and well-balanced thinking. Balances the need for action with the need for analysis. Incorporates strategic thinking skills into practice by examining facts. Shows an ability to problem solve complex issues. Probes beyond symptoms to determine the underlying cause. Learns from and accepts responsibility from mistakes.
• Teamwork: Demonstrates the ability to enhance the department and Orrstown Banks development through participation. Holds self and others accountable for exceeding departmental and corporate goals. Develops strong working relationships throughout the organization. Appropriately voices opinions, even if they are contrary to the consensus of the team. Initiates and develops positive working relationships with others in a way that builds bridges across boundaries and breaks down silos. Relates to others in an open and accepting manner that creates trust, respect, and a collaborative environment.

Through active engagement in client conversation and financial need exploration, supports the branch market plan/business plan to support achievement of assigned quarterly and annual goals, specifically deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.

Utilizes Orrstown Bank’s client conversation model and various reporting to identify sales and service to sales opportunities, supporting the acquisition and expansion of client relationships.

Demonstrates strong proficiency of all consumer Bank products, services, and usage channels, to identify client account needs. This knowledge will include both personal and business product types.

Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc. In addition, is proficient in all methods of client outreach to include utilization of Zoom for client appointments and tablets to support the in-branch experience for the client.

Supports all Marketing and sales strategies through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate recommendations in support of goal attainment.

Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer as needed. In addition, will provide necessary overrides for various transactions in support of sound risk management as determined by the need within the branch.

Assists with branch opening and end-of-day processes.

Demonstrates proficiency of all operating systems, to support both the new account opening process, service transactions and overall client relationship management. The Banking Specialist II associate will serve as a new account representative in the financial center as determined by the need within the individual financial center assigned.

In the absence of the Branch Executive Officer, assumes responsibility of required operational tasks such as oversight of the financial center vault, weekly cash shipment tasks, and ATM cash management.

Supports onboarding of new associates within the financial center, specifically serving as a 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.

Satisfactorily completes all required annual regulation, sales and service training.

Other reasonable duties as assigned by supervisor.

Coordinate specific work tasks with personnel from applicable departments to ensure the smooth and efficient flow of information; report pertinent information to immediate supervisor; compile information as necessary or directed and provide data to appropriate Bank personnel; respond to inquiries relating to the particular area and requests from clients, other Bank personnel, etc., within given time frames and established policy.

Attend regularly scheduled coaching and counseling sessions held by supervisor/mentor to achieve the outcome of improved communication, action plan development, positive feedback, and performance improvement.

Abide by the current laws and organizational policies and procedures designed and implemented to promote an environment that is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace; support risk management practices and overall safety and soundness and the Bank’s compliance with all regulatory requirements. Perform tasks that are supportive in nature to the essential functions of the job which may be altered or redesigned depending on individual circumstances.

Regular and predictable attendance; perform other duties as assigned or directed.