Financial Services Specialist

Paylocity; South Boston, Northern (VA, KY); Hybrid; USD 21,000 - 26,000; Part time

Job summary

First National Bank in South Boston, VA is seeking a part-time Financial Services Specialist to serve customers at the teller window and assist with account openings. This role emphasizes accuracy, a friendly attitude, and teamwork in a fast-paced branch environment.

You will handle deposits and withdrawals, process payments, and cross-sell bank products while maintaining cash drawer accuracy and complying with policies. Prior teller experience is preferred.

Qualifications

• High School diploma or equivalent; Associate's degree preferred.
• Prior teller experience and knowledge of banking regulations preferred.
• Working knowledge of Microsoft Office products.
• Well-organized, detail-oriented, and able to work with minimal supervision.
• Strong verbal, written, and interpersonal communication skills.
• Basic math skills including handling currency and balances.

Responsibilities

• Operate teller window and process deposits, withdrawals, loan payments with accuracy.
• Open new accounts and CDs, verify paperwork and enter data.
• Answer customer questions and refer to supervisors as needed.
• Balance cash drawer daily and report discrepancies.
• Process night deposits, mail, ATM servicing, and branch opening/closing.
• Provide additional services such as cashier's checks, travel cards, and gift cards.
• Adhere to bank policies and procedures.

Skills

Cash handling

Verbal communication

Interpersonal skills

Organization

Attention to detail

Problem solving

Education

High School diploma or equivalency

Associate's degree preferred

Tools

Microsoft Office

Job description

Description

Are you passionate about building relationships and helping others? Do you enjoy a fast-paced, customer focused environment? At First National Bank, we pride ourselves on extraordinary customer experience, and that wouldn't be possible without an extraordinary team! We are seeking a part-time Financial Services Specialist to join our team in South Boston, VA.

The Financial Services Specialist is the face of First National Bank and an essential member of the Retail branch team, making a meaningful impact on the lives of our customers and communities. This part-time position is expected to work approximately 25 hours per week. The Financial Services Specialist must embody the high-performance behaviors of teamwork, professionalism, leading by being a positive example, and service:

• Demonstrating a commitment to First National Bank Customer Service Standards while maintaining a helpful attitude in a fast-paced environment
• Have proven proficiency in cash handling and verbal communication

What’s in it for you?

• Competitive salary and other bonus opportunities
• Generous Paid Time Off (PTO) and 11 paid holidays
• 401(k) Match Program and Pension Plan
• Tuition Reimbursement
• We focus on the growth and development of our employees. Financial Services Specialists at FNB have a variety of career paths and the ability to build the career they desire

What will you be doing in this role?

• Operating a teller window to serve the Bank's customers by processing a variety of transactions with minimal errors. This includes, but is not limited to: accepting deposit and withdrawal requests, loan payments, verifying cash, signatures, identifying customers appropriately, and maintaining and balancing a cash drawer within established limits, while reporting discrepancies to Supervisor
• Opening new accounts, certificates of deposit, and other products offered by the Bank. Answering customer questions, providing account opening information, and ensuring that proper paperwork is completed and entered on the computer system
• Handling customer questions or concerns and determining if Supervisor input is necessary
• Performing daily branch functions such as processing night deposits and mail, balancing and servicing the ATM, and may be responsible for Bank opening and/or closing
• Providing additional customer services including Cashier's Checks, Travel Cards, and Gift Cards and cross selling Bank products and services by referring clients to other departments as appropriate
• Following directions from members of Management and complying with all department and company policies and procedures

Requirements

What will you need?

• High School diploma or equivalency required; Associate's degree preferred
• Prior Teller experience and basic knowledge of relevant banking regulations preferred
• Working knowledge of Microsoft Office products
• To be a well-organized, detail-oriented, problem solver who shows strong initiative and learns and works quickly and accurately with minimal supervision
• An effective verbal, written, and interpersonal communication skills with ability to understand and carry out instructions, interpret documents, understand procedures, give directions, and speak clearly
• Possess basic math skills including the ability to add, subtract, multiply and divide whole numbers, fractions and decimals; calculate interest and account balances; locate routine mathematical errors; and count currency and coin

Physical/Environmental Demands

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions
• This position works in a normal office environment
• While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk and sit. The employee is occasionally required to reach with hands and arms. The employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision

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