Financial Services Specialist

JOB TITLE: Financial Services Specialist

REPORTS TO: Lobby Services Manager

DEPARTMENT: Lobby Services


JOB OVERVIEW: Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Has extensive knowledge of deposit accounts. Presents and explains bank products and services to customers and assists in meeting their financial needs including the following: opening, closing, and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, and Cash Management products. Resolves customer requests and questions promptly, courteously, and professionally. Receives and processes new customer accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested. Ensures compliance with regulations, bank policies, and safety and security procedures. Performs other tasks as required or assigned.

JOB SPECIFICATIONS: High school education or equivalent is required. Personal Banker experience preferred, including teller. Expertise should include computer skills including a thorough understanding of bank technology systems. Working knowledge of Microsoft software products is necessary. Good organizational and interpersonal skills are all needed. The ability to balance several ongoing projects simultaneously and customer relationships is required. Strong oral and written communications skills for communicating and building relationships with internal and external customers is important. Frequently requires problem solving.

EXTERNAL CONTACTS: Frequent contact with customers both in person and over the phone.

INTERNAL CONTACTS: Frequent contact with all Bank personnel.

DECISION MAKING RESPONSIBILITIES: Day to day customer services issues.

The above statements describe the general nature and level of work being performed. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. All requirements are subject to possible modification to reasonably accommodate individuals with a disability.