Banking Specialist — New Accounts & Lending Expert

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

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.