Customer Specialist - Travel

Richwood Bank; Bellefontaine (OH); Híbrido; USD 42.000 - 54.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical and wellness program

Dental

Vision

Employee assistance plan

Life insurance

Short-term disability

401(k) plan

Tuition reimbursement

Professional development opportunities

Descripción de la vacante

Richwood Bank is seeking a Customer Specialist, Travel who will travel to all nine locations to provide front-line customer service. You will assess customer needs, open accounts, and guide clients through various banking services, ensuring a seamless experience.

The role emphasizes accurate handling of cash, product knowledge, and compliance with banking regulations while supporting a friendly, community-focused culture.

Formación

• High School Diploma or GED required.
• Two years of customer service experience required.
• Cash handling experience preferred.
• College degree/certs preferred.

Responsabilidades

• Greet customers and facilitate transactions across all account types.
• Open accounts and educate customers on maximizing benefits.
• Assist transferring funds from previous accounts via switch program.
• Maintain accurate cash drawer balances daily.
• Demonstrate knowledge of all accounts, products, and services.

Conocimientos

Excellent customer service

Decision making

Mathematical skills

Bank product knowledge

Work well under pressure

Cross promotion

Strong communication

Attention to detail

Confidentiality

Punctual

Technology learning

Typing speed

Educación

High School Diploma or GED

Two years of customer service experience

Cash handling experience preferred

College preferred

Descripción del empleo

Customer Specialist, Travel

At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive.

Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank – as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members.

The Traveling Customer Specialist position is a front-line position providing customer service to bank clients. This position is will travel all nine locations as needed. This position will conduct the full spectrum of banking service, from evaluating what Richwood Bank account a customer would fit best in, to how to open it and transact funds.

Richwood Bank prides itself on unique company culture and all team members should be active and engaged participants.

Richwood Bank has a comprehensive benefits package for full time employees including but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full-time and part-time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement and tons of professional development opportunities!

Essential Functions

• Greet customers
• Facilitate all transactions for customers across all financial account types and requests
• Open accounts and teach customers how to gain the most potential from them
• Assist new customers in transferring all funds over seamlessly through our switch program
• Maintain an accurate balance of cash drawers daily
• Demonstrate knowledge of all accounts, products and services offered
• Support customers with all account and service needs
• Be willing to help customers with additional benefits such as notary, faxing and check orders
• Stay current on rates for CDs, savings IRAs and interest bearing checking
• Listen to customer needs and recommend the best solutions to help them succeed
• Assist team with miscellaneous office support such as inventory of supplies and cookie Friday preparations
• Scan proof – scanning all transactions daily into the computer
• Demonstrate drive thru knowledge – speaker, transaction drawers/tube
• Perform other tasks assigned by Branch Manager
• Ensures work completed is accurate and appropriate. Verifies and validates all data to confirm accuracy and reliability. Paying close attention to details of all information received and entered.

Skills and Abilities

• Excellent customer service skills
• The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss and fraud.
• Mathematical skills
• In-depth knowledge of our bank products and services
• Work well under pressure and in a fast paced environment
• Ability to identify opportunity to educate customers of more products and services that may fit their needs (cross promotion)
• Strong communication skills
• High degree of accuracy
• Detailed and organized
• Maintain confidentiality at all times
• Maintain a positive can-do attitude towards your team and customers
• Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and teller roles and responsibilities relating to each act
• Punctual
• Driven to succeed and open minded to learn more about new technology within our industry
• Accurate typing skills; basic computer skills, including the use of word processing, spreadsheet software applications, and e-mail

Education

• High School Diploma or GED required, college preferred
• Two years of customer service experience required
• Cash handling experience preferred

Equal Opportunity Employer/Disability/Veterans

Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Candidates are subject to background and credit checks. Employement is contingent upon results that meet company standards and applicable laws.