Banking Specialist III/CSR

Socket.dev; Stewartstown (PA); On-site; USD 42,000 - 64,000; Full time

Job summary

Socket.dev is seeking a Banking Specialist III to act as the branch’s primary point of contact for new accounts and loan inquiries. You will use the bank’s conversation strategy to guide discussions, discover client needs, and align them with appropriate products and services.

With strong communication, math, and sales skills, you will balance risk controls with delivering a positive customer experience and may assist with paying/receiving transactions as required.

Qualifications

• High school diploma or equivalent required.
• Some college coursework preferred.
• Two years of experience in related banking positions with specialized banking and sales training; extra credit for a 4-year degree.
• Three years of demonstrated success in outside sales may substitute banking experience.

Responsibilities

• Serve as the branch's primary new account and loan representative.
• Engage in conversational discovery to align client needs with suitable solutions.
• Cross-sell and recognize client value while managing risk and client experience.
• Assist with processing paying/receiving transactions as needed and maintain accuracy.

Skills

Communication skills

Written communication

Reading skills

Mathematical ability

Interpersonal skills

Attention to detail

Decision making

Sales / cross-selling

Education

High school diploma

Some college preferred

Job description

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.