Position Details
Banking Specialist II
This position, Banking Specialist II, may be called by many other names : New Accounts Representative, etc. At First Bank, we choose to call you a specialist because that is what you are! You are working to gain more training and skills to help clients with new accounts as well as other non-monetary transactions.
What You Will Be Doing
- Provide Lobby Leadership and choreograph the interaction of the users. Engage clients as they enter the branch and learn about the purpose of their visit.
- This role provides staffing assistance at our exciting Shrewsbury and Webster Groves branch locations.
- Personalize the experience by introducing the technology to first-time ITM users.
- Instruct the user on how to initiate an Interactive Teller session.
- Role may involve working from multiple retail branch locations on a rotation or in sequence based on technology rollout and schedules.
- Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank.
Providing maintenance on accounts and products when requested and authorized by the client. For those quoting rates, terms and fees on all products and services and providing necessary disclosures as required (NMLS registration will be required).
- Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM / ITM network, Debit Card, and Client Contact Center.
- Identifying the need for borrowing and originating consumer loan applications. Assisting in the processing of loan applications and closing.
- Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal / external events, out bound calls, and promotional activities.
- Supporting our Bank’s culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible.
- Ensuring continued relationships with our clients
- Assuring Branch compliance by performing a variety of tasks, including but not limited to, the following : alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, monthly and quarterly branch audits, regulation training, monthly security reports, balancing of travelers checks, official checks and money orders.
- Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures. Maintaining of proper dual control and appropriate holds.
Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management.
- Contributing to the Bank’s success by identifying sales opportunities and referring clients to the appropriate area. Works towards achievement of branch and individual sales and referral goals.
- Working to retain existing client relationships and obtain new ones by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
- Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client.
In-Store) Should cultivate relationship with retail store associates.
- Contributing to the Bank’s efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.
- May provide additional staffing support and assistance in a designated Hub area
What Do You Need for this Position?
- High School Diploma or Equivalent
- Minimum of 12 months previous client service experience preferred
- Previous cash-handling experience required
- Previous banking experience strongly preferred
- NLMS registration preferred
- Developed customer service skills, including written and verbal communication
- Ability to use a PC and alpha / numeric keyboard
- Flexible work week schedule, which may include Saturdays
- Multi-lingual, a plus
- Military Veterans are encouraged to apply
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