Banking Specialist III - Teller/CSR

Orrstown Bank; Bel Air (MD); On-site; USD 28,000 - 32,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Long-term disability

Short-term disability

Life and AD&D insurance for employee,

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Communication skills

Sales ability

Attention to detail

Interpersonal skills

Education

High school diploma or equivalent

Tools

Financial software

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 - Teller/CSR

Regular - Full time Clerical Bel Air, Bel Air, MD, US

9 days ago Requisition ID: 2907

Salary Range: $20.00 To $23.00 Hourly

About the Role:

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.

Minimum Qualifications:

• A high school diploma or equivalent.
• 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.
• NMLS Registry required post hire.

Preferred Qualifications:

• Bank product and services training.
• Familiarity with financial software.

Responsibilities:

• 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 & loan growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
• Identifies sales and service-to-sales opportunities, supporting the acquisition and expansion of client relationships.
• Advanced knowledge of all Bank products, services, and usage channels, to identify client account and lending 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.
• 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.
• Demonstrates proficiency of all operating systems, to support both the new account and loan origination processes, services transactions and overall client relationship management. The Banking Specialist III would serve as the primary new account representative in the branch.
• Performs notarial acts as needed, per state defined guidelines to support a positive client experience.
• Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer as needed.
• Will provide necessary overrides for various transactions in support of sound risk management.
• Assists with branch opening and end-of-day processes.
• 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.
• In partnership with the Branch Operational Specialist, assumes management of required operational reporting, including review of overdrawn accounts, delinquent loan reporting, and past due safe deposit boxes.
• 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.

Skills:

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.

At Orrstown Bank, our employees are our most valuable asset. Our benefits package is designed to help our team achieve work/life balance, maintain a healthy lifestyle, and plan for the future.

• Medical insurance
• Vision insurance
• Long-term disability
• Short-term disability
• Employee, spouse and dependent life and AD&D insurance