Customer Specialist

3 weeks ago


Plain City, United States Richwood Bank Full time

Job Description Job Description Customer SpecialistAt Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive.Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members.The Customer Specialist position is a front-line position providing customer service to bank clients both in the branch and at the drive thru. This position will conduct the full spectrum of banking service, from evaluating what Richwood Bank account a customer would fit best in, to how to open it and transact funds.Richwood Bank prides itself on unique company culture and all team members should be active and engaged participants.Richwood Bank has a comprehensive benefits package for full time employees including but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full-time and part-time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement and tons of professional development opportunitiesEssential FunctionsGreet customersFacilitate all transactions for customers across all financial account types and requestsOpen accounts and teach customers how to gain the most potential from themAssist new customers in transferring all funds over seamlessly through our switch programMaintain an accurate balance of cash drawers dailyDemonstrate knowledge of all accounts, products and services offeredSupport customers with all account and service needsBe willing to help customers with additional benefits such as notary, faxing and check ordersStay current on rates for CDs, savings IRAs and interest bearing checkingListen to customer needs and recommend the best solutions to help them succeedAssist team with miscellaneous office support such as inventory of supplies and cookie Friday preparationsScan proof - scanning all transactions daily into the computerDemonstrate drive thru knowledge - speaker, transaction drawers/tubePerform other tasks assigned by Branch ManagerSkills and AbilitiesExcellent customer service skillsThe ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss and fraud.Mathematical skillsIn-depth knowledge of our bank products and servicesWork well under pressure and in a fast paced environmentAbility to identify opportunity to educate customers of more products and services that may fit their needs (cross promotion)Strong communication skillsHigh degree of accuracyDetailed and organizedMaintain confidentiality at all timesMaintain a positive can-do attitude towards your team and customersKnowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and teller roles and responsibilities relating to each actPunctualDriven to succeed and open minded to learn more about new technology within our industryAccurate typing skills; basic computer skills, including the use of word processing, spreadsheet software applications, and e-mailEducationHigh School Diploma or GED required, college preferredTwo years of customer service experience requiredCash handling experience preferredEqual Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.#J-18808-Ljbffr

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