Traveling Banking Customer Specialist

Richwood Bank; Delaware (OH); Sur place; USD 36 000 - 52 000; Plein temps

Avantages offerts par ce poste

Medical and wellness program

Dental

Vision

Life insurance

Short-term disability

401(k) plan

Wellness program

Tuition reimbursement

Professional development

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

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

Formation

High School Diploma

Two years customer service

Cash handling

Description du poste

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.