Banking Specialist III

3 weeks ago

Lancaster, United States PeoplesBank Full time
Job DescriptionJob Description

Position Summary
The Traveling Banking Specialist III (Lancaster/Oregon Pike/York) will serve on the Retail Support team as client service and primary new account and loan representative for the financial centers supported. This position will demonstrate strong client conversational skills utilizing the Bank defined conversation strategy. In addition, the Banking Specialist III will engage in conversational discovery with a client, aligning the needs of the client with the appropriate solution, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. As required, the Banking Specialist III may also provide support in processing paying/receiving transactions for client requests. The Banking Specialist III will possess good judgement and decision-making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience.


Essential Requirements, Duties, and Responsibilities

Sales & Strategic Planning:

1) Through active engagement in client conversation and financial need exploration, supports the financial center market plan/business plan to support achievement of assigned quarterly and annual goals, specifically deposit & loan growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
2) Utilizes PeoplesBanks' client conversation model and various reporting to identify sales and service to sales opportunities, supporting the acquisition and expansion of client relationships. Tier III will be expected to receive formal certification of the PeoplesBank client conversation model within the first 6 months of assuming this position.
3) Advanced knowledge of all Bank products, services, and usage channels, to identify client account and lending needs. This knowledge will include both personal and business product types.
4) Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc. In addition, is proficient in all methods of client outreach to include utilization of Zoom for client appointments and tablets to support the in branch experience for the client.
5) Supports all marketing and sales strategies through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate recommendations in support of goal attainment.


Operational Proficiency:

1) Demonstrates proficiency of all operating systems, to support both the new account & loan origination processes, service transactions and overall client relationship management. The Banking Specialist III associate would serve as the primary new account representative in the financial center.
2) Performs notarial acts as needed per state defined guidelines to support a positive client experience.
3) Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer as needed. In addition, will provide necessary overrides for various transactions in support of sound risk management.
4) Supports onboarding of new associates within the financial center, specifically serving as a mentor/coach for new associates through on the job training/job shadowing.
5) In partnership with the Financial Center Operational Specialist, assumes management of required operational reporting, including review of overdrawn accounts, delinquent loan reporting, and past due safe deposit boxes.
6) Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.
7) Satisfactorily completes all required annual regulation, sales and service training.


Educational & Other Requirements

Minimum one-year experience of retail banking, performing paying/receiving functions.
Minimum one-year experience of retail banking, account opening and sales and service transaction processing.
Lending Preferred
Working knowledge of new technology products and services.
Must be bondable.



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