Customer Solutions Specialist

Ephrata National Bank; Ephrata (Lancaster County); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Medical coverage

HSA/FSA

Dental & Vision

Life insurance

401(k) with match

PTO & holidays

Disability insurance

Educational assistance

Wellness program

Job summary

Ephrata National Bank is seeking a Customer Solutions Specialist at the Cloister Branch in Ephrata, PA. The role emphasizes delivering an exceptional sales and service experience through need-based conversations to support customers' financial well-being.

You will assist with opening and maintaining accounts, process routine transactions, and collaborate with financial partners to provide holistic financial solutions. Strong communication, integrity, and multitasking are essential in this role.

Qualifications

• High school degree or GED required.
• Associate's degree preferred.
• 2 to 4 years of relevant experience.
• Retail experience with sales results preferred.
• If loan certification/MLO requirements are needed, must be met within 12 months.
• Excellent listening, verbal, and written communication skills.
• Detail-oriented, well-organized, multitasking.
• Excellent relationship-building skills.
• Self-motivated team player.
• Professional appearance and manner.
• Must complete required training.

Responsibilities

• Expands and nurtures the branch customer network through proactive sales and service initiatives.
• Collaborate with a team of financial partners to deliver holistic financial well-being.
• Demonstrate technology solutions to meet customer needs and convenience.
• Open consumer and business accounts and perform routine maintenance.
• Maintain knowledge of products and procedures to solve customer problems.
• Assist with branch operations and maintain cash controls.
• Adhere to all policies and procedures and ensure compliance.

Skills

Customer service

Sales

Communication

Relationship building

Team player

Professional demeanor

Multitasking

Attention to detail

Education

High school diploma or GED

Associate's degree preferred

Tools

None

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.

Customer Solutions Specialist

Full Time Clerical Cloister Branch Office, Ephrata, PA, US

Summary:

The Customer Solutions Specialist is responsible for demonstrating customer centricity by providing exceptional sales and service experience through need-based conversations. Prioritizes customers’ financial well-being during every interaction. Stays up to date on products, services, and processes to effectively assist customers in both service and sales interactions. Responsible for assisting with branch operations and ensuring compliance through adherence to all policies and procedures. Supports the Bank’s mission, vision, and values by collaborating to achieve both the branch and individual goals.

Essential Functions:

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Expands and nurtures the branch customer network through proactive sales and service initiatives. Enhances the customer experience by identifying solutions to improve and maintain their financial well-being. Collaborate with a team of financial partners to deliver a holistic approach to financial well-being.
• Enhances the customer experience by intentionally focusing on financial wellness discussions and problem-solving for future needs. Introducing and demonstrating technology as a solution to meet customer needs and convenience.
• Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed efficiently and accurately.
• Maintains a solid understanding of product and procedural knowledge to identify and solve customer problems effectively to drive customer loyalty.
• Stays knowledgeable, maintains and demonstrates an understanding of digital solutions and technology to support customers and solve problems.
• Demonstrate high proficiency in first contact (one-touch) resolution for issues with banking services and accounts.
• Demonstrates high-level proficiency when opening consumer and business accounts, performing account maintenance, problem resolution, and conducting routine transactions.
• Partners with the Community Banking Manager to execute an aligned sales and customer experience strategy.
• Cultivate community relationships by participating in Bank-sponsored events.
• Based upon business needs, may generate consumer loan applications and assist customers through the entire process. Lending certification is required, including completing internal training and MLO compliance requirements.
• Demonstrate good judgment, problem-solving, and decision-making skills.
• Remain adaptable to policy, procedure, department structure, and overall company changes and environment.
• Assess the risk in each transaction and seek additional assistance, if necessary, in identifying possible fraudulent transactions.
• Conduct the bank’s routine transactions within established guidelines (cash checks, accept deposits and loan payments, process withdrawals, etc.) with accuracy.
• Consistently exhibit a professional demeanor with internal and external customers.
• Assist the branch in maintaining cash levels and controls.
• Assist the branch in maintaining audit and compliance requirements.
• Complete other duties that may be assigned by management.

Required/Preferred Education and Experience:

• High school degree or GED required.
• Associate's degree preferred.
• 2 to 4 years of relevant experience.
• Retail experience, with demonstrated sales results, preferred.
• If business needs require loan certification, training, and MLO compliance requirements to obtain an NMLS number, they must be met within a 12-month period.
• Ability to demonstrate good judgment and sound decision-making.
• Maintain a high level of integrity.
• Excellent listening, verbal, and written communication skills.
• Detail-oriented, well-organized, and proficient in multitasking.
• Excellent relationship-building skills.
• Act as a self‑motivated team player.
• Successful completion of all required training.
• Must have a professional appearance and manner.
• Expected to participate and successfully complete appropriate educational classes as required.
• ENB Operational and Functional Competencies

Supervisory Requirements:

There are no supervisory responsibilities.

Hourly Rate: $20.00/hr. - $28.80/hr.

Pay Transparency:

Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive‑eligible, with payment based on company, business, and/or individual performance.

Additionally, as part of our Total Rewards program, Ephrata National Bank offers a comprehensive benefits package to eligible employees.

• medical plans with prescription drug coverage
• health savings account and/or flexible spending account
• dependent care flexible spending account
• dental and vision insurance
• life insurance
• 401(k) program with employer match and Employee Stock Purchase Plan
• paid time off programs including holiday pay, jury duty, and bereavement
• disability insurance coverage and maternity and parental leave
• educational assistance and a robust wellness program with financial incentives.

This job operates in a professional work environment. This role routinely uses standard office equipment such as computers, monitors, mouse, keyboards, phones, printers, scanners, photocopiers, filing cabinets, calculators, and fax machines.

Physical Demands:

Ephrata National Bank promotes an equal opportunity workplace, which includes reasonable accommodations for otherwise qualified disabled applicants and employees. The physical demands described here are representative of those that an employee must meet to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, use hands to finger, handle, or feel, and reach with hands and arms. This position may require long periods of standing.

Position Type and Expected Hours of Work:

Days and hours of work vary based on the branch's needs. Flexibility of schedule to meet business needs is required.

Travel:

Minimal travel may be required.

EEO Statement:

Ephrata National Bank is an equal opportunity employer and does not discriminate on the basis of any legally protected status or characteristic. Protected veterans and individuals with disabilities are encouraged to apply.

This job description reflects management’s assignment of essential functions and position responsibilities. Nothing in this job description restricts management’s rights to assign or reassign duties and responsibilities to this job at any time. The employee is expected to adhere to all of Ephrata National Bank’s procedures and to act as a role model in adherence to the bank's policies.