Customer Specialist - Travel

Richwood Bank; Delaware (OH); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Medical and wellness program

Dental

Vision

Life insurance

Short-term disability

401(k) plan

Wellness program

Tuition reimbursement

Professional development

Job summary

Richwood Bank seeks a Travel Customer Specialist to deliver frontline service across nine locations. You will assess customer needs, open accounts, and guide clients through transfers and product options while maintaining accuracy and confidentiality.

The role supports notary, document handling, and routine banking tasks. We value a proactive, customer-first mindset and demonstrated knowledge of bank products.

Qualifications

• Two years of customer service experience required.
• High School Diploma or GED required.
• Cash handling experience preferred.
• Strong knowledge of bank products and services.

Responsibilities

• Greet customers.
• Facilitate transactions across all account types and requests.
• Open accounts and teach customers how to maximise their potential.
• Assist customers in transferring funds through our switch program.
• Maintain an accurate daily cash drawer balance.
• Demonstrate knowledge of all accounts, products and services offered.
• Support customers with all account and service needs.
• Assist with notary, faxing and check orders as needed.
• Stay current on rates for CDs, savings IRAs and interest bearing accounts.
• Listen to customer needs and propose the best solutions.
• Provide office and inventory support as required.

Skills

Customer service

Decision making

Mathematical skills

Bank products knowledge

Under pressure

Cross-selling

Strong communication

High accuracy

Highly organized

Confidentiality

Positive attitude

Regulatory knowledge

Punctual

Tech-savvy

Typing skills

Education

High School Diploma

Two years customer service

Cash handling

Job description

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.