Banking Specialist II - Client Solutions & Cross-Sell

Orrstown Bank; Lititz (Lancaster County); On-site; USD 36,000 - 48,000; Full time

Job summary

Orrstown Bank in Lititz, PA is seeking a Banking Specialist II to serve as the primary representative for the financial center, handling transactions and supporting client servicing and new accounts. You will use the bank's conversation strategy and engage in conversational discovery to align client needs with suitable solutions.

The role emphasizes sound risk balance, good judgement, and delivering a positive client experience while cross-selling bank products with attention to detail.

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.

Responsibilities

• Serve as the primary representative for the financial center in Lititz, processing paying/receiving transactions and supporting client servicing and new account requests.
• Engage clients using the bank-defined conversation strategy and conduct conversational discovery to align needs with suitable solutions.
• Balance risk with a positive client experience while demonstrating good judgement and decision making.

Skills

Cash handling

Bank products knowledge

Cross-selling

Communication skills

Attention to detail

Client service

Education

High school diploma or equivalent

Job description

Orrstown Bank in Lititz, PA is seeking a Banking Specialist II to serve as the primary representative for the financial center, handling transactions and supporting client servicing and new accounts. You will use the bank's conversation strategy and engage in conversational discovery to align client needs with suitable solutions.

The role emphasizes sound risk balance, good judgement, and delivering a positive client experience while cross-selling bank products with attention to detail.