Banking Specialist III/CSR

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 III/CSR to serve as the primary new account and loan representative for the branch. You will engage clients with strong conversational skills, discover needs, and align solutions to client goals.

The role emphasizes cross-selling opportunities, attention to detail, and maintaining risk controls while delivering a positive client experience.

Qualifications

• High school diploma or equivalent; some college preferred.
• Two years of experience in related banking positions with specialized banking and sales training.
• One year of experience in a related banking position may be considered with a 4-year degree.
• Three years of demonstrated success in outside sales may be considered in lieu of banking experience.

Responsibilities

• Serve as the primary new account and loan representative for the branch.
• Demonstrate strong client conversational skills utilizing the bank's conversation strategy.
• Engage in conversational discovery with clients to align needs with the appropriate solution.
• Provide support in processing paying/receiving transactions for client requests.
• Maintain sound risk balance while prioritizing the client experience.

Skills

Communication

Reading

Verbal skills

Interpersonal skills

Computer skills

Attention to detail

Organizational skills

Bank products knowledge

Sales cross-selling

Decision making

Education

High school diploma

Some college preferred

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Banking Specialist III/CSR

Regular - Full time Clerical Lititz, Lititz, PA, US

The Banking Specialist III will serve as the primary new account and loan representative for the branch. This position will demonstrate strong client conversational skills utilizing the Bank defined conversation strategy. In addition, the Banking Specialist III 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. As required, the Banking Specialist III may also provide support in processing paying/receiving transactions for client requests. The Banking Specialist III 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.

A high school diploma or equivalent; some college preferred. A minimum of two (2) years of experience in related banking positions with specialized banking and sales training. One (1) year of experience in a related banking position may be considered with the completion of a post-secondary 4-year degree. Three (3) years of demonstrated success in outside sales may be considered in lieu of banking experience.

Proficient reading, verbal and written communication, mathematical, computer and interpersonal relations skills; strong attention to detail and be highly organized; make practical, common sense decisions; solid working knowledge of bank products; display a clear understanding of the Bank’s products and services; comprehensive knowledge of bank forms and documents used in opening new accounts, operating policies and procedures that impact these products, and technical sales skills sufficient to take advantage of additional selling and cross-selling opportunities.