Banking Specialist III: New Accounts & Loans

Orrstown Bank; Bel Air (MD); In loco; USD 28.000 - 32.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Vision insurance

Long-term disability

Short-term disability

Life and AD&D insurance for employee,

Descrizione del lavoro

Orrstown Bank in Bel Air, MD is seeking a Banking Specialist III - Teller/CSR to act as the primary new account and loan representative for the branch. You will engage clients with a consultative approach, cross-sell products, and support routine teller transactions while maintaining risk controls.

The role requires 2+ years in banking with sales training, a high school diploma, and NMLS post-hire. The position emphasizes client service, product knowledge, and collaboration with partners.

Competenze

• High school diploma or equivalent.
• 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 the completion of a post-secondary 4-year degree.
• Three years of demonstrated success in outside sales may be considered in lieu of banking experience.
• NMLS Registry required post hire.

Mansioni

• Engage in client conversations to support deposit and loan growth and branch goals.
• Identify sales and service-to-sales opportunities and expand client relationships.
• Demonstrate knowledge of Bank products, services, and channels to match client needs.
• Proficient in online banking, mobile banking, and debit card management.
• Support marketing and sales strategies through outbound client outreach and referrals.
• Serve as primary new account representative and balance teller transactions as needed.
• Perform notarial acts per state guidelines.
• Assist with branch opening and end-of-day processes.
• Mentor new associates and support onboarding in the branch.
• Oversee operational reporting with Branch Operational Specialist and monitor accounts.
• Understand and apply Bank BSA/AML policies and complete required training.
• Complete annual regulation, sales, and service training.

Conoscenze

Communication skills

Sales ability

Attention to detail

Interpersonal skills

Formazione

High school diploma or equivalent

Strumenti

Financial software

Descrizione del lavoro

Orrstown Bank in Bel Air, MD is seeking a Banking Specialist III - Teller/CSR to act as the primary new account and loan representative for the branch. You will engage clients with a consultative approach, cross-sell products, and support routine teller transactions while maintaining risk controls.

The role requires 2+ years in banking with sales training, a high school diploma, and NMLS post-hire. The position emphasizes client service, product knowledge, and collaboration with partners.