What are the responsibilities and job description for the Banking Specialist II position at Orrstown Bank?
Position Summary
The Banking Specialist II will serve as a primary representative for the financial center in both processing paying/receiving transactions for client requests and supporting client servicing and new account requests. This position will demonstrate strong client conversational skills utilizing the Bank defined conversation strategy. In addition, the Banking Specialist II 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. The Banking Specialist II 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.
Qualifications
A high school diploma or equivalent. Prior cash handling experience; minimum one (1) year of experience in related banking positions preferred.
Proficient reading, verbal, and written communication, mathematical, computer, and interpersonal relations skills; strong attention to detail and be organized; clear understanding of bank products and services to cross-sell to clients; adept at cross-selling bank products and services; be knowledgeable of and adhere to security procedures.
Essential Duties
Through active engagement in client conversation and financial need exploration, supports the branch market plan/business plan to support achievement of assigned quarterly and annual goals, specifically deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
Utilizes Orrstown Bank’s client conversation model and various reporting to identify sales and service to sales opportunities, supporting the acquisition and expansion of client relationships.
Demonstrates strong proficiency of all consumer Bank products, services, and usage channels, to identify client account needs. This knowledge will include both personal and business product types.
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.
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.
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 as determined by the need within the branch.
Assists with branch opening and end-of-day processes.
Demonstrates proficiency of all operating systems, to support both the new account opening process, service transactions and overall client relationship management. The Banking Specialist II associate will serve as a new account representative in the financial center as determined by the need within the individual financial center assigned.
In the absence of the Branch Executive Officer, assumes responsibility of required operational tasks such as oversight of the financial center vault, weekly cash shipment tasks, and ATM cash management.
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.
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.
Benefits
At Orrstown Bank, our employees are our most valuable asset. Our benefits package is designed to help our team achieve work/life balance, maintain a healthy lifestyle, and plan for the future.
The Banking Specialist II will serve as a primary representative for the financial center in both processing paying/receiving transactions for client requests and supporting client servicing and new account requests. This position will demonstrate strong client conversational skills utilizing the Bank defined conversation strategy. In addition, the Banking Specialist II 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. The Banking Specialist II 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.
Qualifications
A high school diploma or equivalent. Prior cash handling experience; minimum one (1) year of experience in related banking positions preferred.
Proficient reading, verbal, and written communication, mathematical, computer, and interpersonal relations skills; strong attention to detail and be organized; clear understanding of bank products and services to cross-sell to clients; adept at cross-selling bank products and services; be knowledgeable of and adhere to security procedures.
Essential Duties
Through active engagement in client conversation and financial need exploration, supports the branch market plan/business plan to support achievement of assigned quarterly and annual goals, specifically deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
Utilizes Orrstown Bank’s client conversation model and various reporting to identify sales and service to sales opportunities, supporting the acquisition and expansion of client relationships.
Demonstrates strong proficiency of all consumer Bank products, services, and usage channels, to identify client account needs. This knowledge will include both personal and business product types.
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.
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.
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 as determined by the need within the branch.
Assists with branch opening and end-of-day processes.
Demonstrates proficiency of all operating systems, to support both the new account opening process, service transactions and overall client relationship management. The Banking Specialist II associate will serve as a new account representative in the financial center as determined by the need within the individual financial center assigned.
In the absence of the Branch Executive Officer, assumes responsibility of required operational tasks such as oversight of the financial center vault, weekly cash shipment tasks, and ATM cash management.
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.
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.
Benefits
At Orrstown Bank, our employees are our most valuable asset. Our benefits package is designed to help our team achieve work/life balance, maintain a healthy lifestyle, and plan for the future.
- Medical insurance
- Dental insurance
- Vision insurance
- Long-term disability
- Short-term disability
- Employee, spouse and dependent life and AD&D insurance
- Flexible spending account
- Dependent care spending account
- Employee stock purchase plan
- 401(k)/profit-sharing program
- Paid time off
- Paid holidays
- Paid parental leave
- Employee service recognition
Salary : $17 - $20
