Banking Specialist

United States·JacksonvilleNormalmid

Finance & AccountingPersonal Banker

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Quick Summary

Overview

Banking SpecialistThe Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service,

Technical Tools

Finance & AccountingPersonal Banker

Responsibilities

~1 min read

→Promotes financial services suitable for the client based on profiling, identifying client’s needs, acting as an advocate and partnering with specialists throughout the enterprise.
→Performs cash vault and/or other financial center operational responsibilities as directed.
→Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
→Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan.
→Exceeds client expectation by taking ownership and accountability of the client and making the client’s needs a priority.
→Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth.
→Refers customers' financial needs to other bankers and partners as needed.
→Executes the bank's risk culture and strives for operational excellence.
→Adheres to established policies and procedures while opening/servicing the full range of Retail products.
→Understands competitor products and services and advantages of the organization's banking products and services.

Requirements

~1 min read

1+ years of hands-on experience in retail banking, with a strong background in teller operations and cash handling.
Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities.
Strong sales experience with a proven ability to build and deepen client relationships, identify client needs, drive revenue growth, and deliver tailored, consultative financial solutions.
Skilled in assisting clients and opening new accounts, with a focus on personalized service.
Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments.