Banking Specialist I

4 weeks ago

York, United States PeoplesBank Full time
Job DescriptionJob Description

Position Summary

The Banking Specialist I will serve as a primary representative for the financial centers in PeoplesBank's footprint. The Banking Specialist I will be processing paying/receiving transactions for client requests and supporting basic client servicing requests. This position will demonstrate strong client servicing skills, supporting the Bank's core courtesy standards. In addition, the Banking Specialist I will engage in basic conversational discovery with a client, aligning the needs of the client with the appropriate solution recommendation, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. The Banking Specialist I will possess good judgement 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:

  • Through active engagement in client conversation and basic financial need exploration, supports the financial center market plan/business plan to support achievement of assigned quarterly and annual goals, specifically identifying referral opportunities for deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
  • Provides an exceptional client experience during routine paying/receiving transactions by consistently demonstrating the Bank's core client courtesy standards, supporting the overall client experience sales/service model to assist in client acquisition and retention strategies.
  • Demonstrates a basic working knowledge of all Bank products, services, and usage channels, to identify client account needs. This knowledge will include a high proficiency in personal accounts with limited proficiency expected for business product types.
  • Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc.
  • Supports limited Marketing and sales strategies, as identified by the Financial Center Manager, through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate referrals in support of goal attainment.

Operational Proficiency:

  • Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer on a daily basis.
  • Demonstrates proficiency of all operating systems, to support the processing of client paying/receiving transactions, limited service transactions and overall client relationship management.
  • Supports onboarding of new associates within the financial center, specifically serving as mentor/coach for new associates through on the job training/job shadowing
  • 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.
  • Satisfactorily completes all required annual regulation, sales and service training.

Educational & Other Requirements

  • Six months of previous work related experience involving face-to-face interactions with clients and the handling of cash transactions.
  • Must be able to travel to York, PA for initial training.
  • Must be bondable.


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