New Account Specialist I

Herring Bank; Colorado Springs (CO); On-site; USD 38,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Vision insurance

401(k)

401(k) matching

Dental insurance

Job summary

Herring Bank is seeking a New Accounts Specialist I to deliver exceptional customer service and support daily branch operations. You will handle routine banking transactions, assist with account openings, online banking support, and build customer relationships.

Ideal candidates bring retail banking experience, strong customer service skills, and the ability to perform banking transactions accurately while complying with regulatory requirements.

Qualifications

• High school diploma or GED required.
• Associate degree preferred.
• Minimum of 3 years of retail banking experience.

Responsibilities

• Process retail transactions including deposits, withdrawals, loan payments, and checks.
• Balance daily cash drawer and perform vault transactions within limits.
• Open and maintain consumer deposit accounts and CDs.
• Assist customers with online banking, bill pay, and password resets.
• Answer calls professionally and route inquiries appropriately.
• Greet customers and provide high-quality service; identify needs and refer to products/services.
• Perform wire transfers, stop payments, and help order checks and debit cards.
• Support ATM and safe deposit box procedures; follow BSA/AML and privacy laws.

Education

High school diploma or GED

Associate degree

Tools

Microsoft Office

Job description

Benefits:

• Health insurance
• Paid time off
• Vision insurance
• 401(k)
• 401(k) matching
• Dental insurance

New Account Specialist I

Employment Type: Full-Time or Part-Time

FLSA Status: Non-Exempt

Schedule: Monday-Friday, with some Saturdays; flexible schedule typically between 8:00 AM and 5:00 PM

Position Summary

Herring Bank is seeking a New Accounts Specialist I to provide exceptional customer service while supporting the day-to-day operations of the branch. This position serves as a key point of contact for customers and assists with routine banking transactions, account openings, online banking support, and relationship-building efforts.

The ideal candidate will have prior retail banking experience, strong customer service skills, and the ability to accurately perform banking transactions while maintaining compliance with operational and regulatory requirements.

Key Responsibilities

• Process retail and commercial transactions, including deposits, withdrawals, loan payments, and official checks.
• Balance a daily cash drawer and perform vault transactions within established limits.
• Open and maintain consumer deposit accounts and CDs.
• Assist customers with online banking and bill pay, including password resets, navigation, and account access troubleshooting.
• Answer incoming calls professionally, remain available within the call queue, and appropriately direct customer inquiries.
• Greet customers promptly and provide professional, high-quality service.
• Identify customer needs and make appropriate referrals to bank products, services, and specialists.
• Perform wire transfers and stop payments and assist with ordering checks and debit cards.
• Support ATM and safe deposit box procedures.
• Follow all compliance, security, and operational procedures, including BSA/AML requirements and applicable privacy laws.
• Participate in branch opening and closing procedures and maintain established branch security standards.
• Order and maintain branch supplies and assist with general administrative responsibilities.
• Cross-train to support commercial account openings, community engagement initiatives, and consumer account secondary reviews.
• Assist with quality control procedures by developing familiarity with commercial account secondary review processes.

Education & Experience

• High school diploma or GED required; Associate degree preferred.
• Minimum of 3 years of retail banking experience required.
• Proven leadership and mentoring experience within a branch setting.

Skills & Competencies

• Strong customer service and communication skills.
• Proficiency in basic math and computer applications, including Microsoft Office.
• Strong time management and problem-solving abilities.
• Knowledge of banking regulations and the ability to maintain confidentiality.
• Ability to manage multiple priorities and work effectively in a fast-paced branch environment.
• Must be able to successfully pass a background check.

Working Conditions This position may require extended hours to meet deadlines or address urgent organizational needs. The role involves regular interaction with customers and employees and may require standing, walking, sitting, reaching, and lifting up to 20 pounds.

MEMBER FDIC - EQUAL OPPORTUNITY EMPLOYER

This job posting is not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions associated with the position. Management reserves the right to revise the position or assign additional duties as business needs require.