Lead Banking Specialist
2 weeks ago
The Lead Banking Specialist is tasked with embodying the values and mission of Walpole to both the public and colleagues. This role emphasizes enhancing the customer experience, achieving operational excellence, and meeting performance objectives while making sound decisions that contribute to the success of both the Bank and the team.
The Lead Banking Specialist fosters robust customer relationships by:
- Conducting a diverse range of customer transactions;
- Recommending products and services aligned with established Bank goals;
- Assisting customers with inquiries and resolving issues as needed.
Customer Experience - Cultivates an understanding of customer needs and expectations, offering tailored products and services that meet those requirements. Develops new business opportunities by building and nurturing customer relationships, leveraging business partners when appropriate. The Lead Banking Specialist is proficient in all responsibilities of a Banking Consultant.
Additionally, they are skilled in home equity closings, basic wire approvals, managing lost bank checks, basic service recovery, processing fraud claims, and handling complex business accounts, among other technical and interpersonal skills. The Lead Banking Specialist aids branch supervisors in delivering the best possible customer experience.
Operational Excellence - Ensures the quality and accuracy of work. Demonstrates a solid understanding of Bank products and services, showcasing expertise in digital offerings and serving as a resource for customers and colleagues. Responsible for branch settlement, basic troubleshooting of recyclers, and branch opening and closing as required. Remains updated on alerts and other company communications, adhering to compliance, security, and risk protocols. Maintains proficiency in regulatory compliance and follows all Bank policies, including those related to confidentiality and email usage. Executes overrides and exceptions judiciously and seeks assistance when necessary.
Teamwork - Actively participates in the branch team, identifying tasks that need attention and stepping in as required. Supports branch supervisors in implementing Bank policies, procedures, and initiatives. Acts as a resource for fellow team members and contributes to a positive work environment.
Credibility - Completes tasks and assignments reliably, managing time and priorities effectively while demonstrating adaptability. Communicates ideas clearly and professionally through written, verbal, and electronic means. Supports the strategic goals of the branch, division, and Bank.
May perform the duties of a Senior Banking Consultant, Senior Banking Officer, or Assistant Branch Manager in their absence, including opening and closing the branch and serving as the lead banker on any given day. Performs the functions of a Banking Consultant as necessary.
Decision Making - Makes dependable and consistent decisions that align with the Bank's values and standards. Utilizes knowledge, experience, and insights to recommend solutions and is adept at recognizing and preventing fraud.
Miscellaneous - Assists the Branch Manager and Assistant Branch Manager in maintaining the branch facilities. Performs functions within their scope of authority and expertise to deliver the highest level of service and responsiveness to customers and colleagues. Undertakes other related and unrelated duties as required.
Qualifications
Education - High School Diploma or equivalent is required; some college preferred.
Additional Requirements - Minimum of 18 months of experience in banking or a similar customer service role.
Knowledge, Skills, and Abilities - Must possess a solid understanding of basic math principles and be capable of performing basic mathematical procedures. Demonstrated customer service, sales, organizational, communication, and interpersonal skills are essential. Strong attention to detail is required. Intermediate technology skills, including proficiency in Microsoft Office, are necessary. Flexibility in scheduling and work location is required, along with the ability to sit or stand for extended periods and lift up to 25 pounds.
Licenses and Certifications - Must obtain Notary Public designation within six months.
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Lead Banking Specialist
2 weeks ago
Walpole, Massachusetts, United States Walpole Full timeOverviewThe Lead Banking Specialist is tasked with embodying the values and mission of Walpole to both the public and colleagues. This role emphasizes the importance of customer satisfaction, operational excellence, and achieving performance targets.The Lead Banking Specialist fosters robust customer relationships by:- Conducting a diverse range of customer...
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