Banking Center Specialist

Job Summary and Scope of Responsibility: Perform various functions in support of branch operations and assist clients with new accounts, consumer/small business lending applications, branch services and account transactions.

Essential Functions: With or without reasonable accommodation must be able to perform all essential job functions as described below.

• Assist clients with account transactions and inquiries, wire transfer requests and related currency, including domestic/foreign currency exchange/sales orders, or account transactions.
• Monitor, maintain custody of, and balance drawer cash and coin.
• Complete required reports to document cash or negotiable instruments pursuant to regulatory requirements.
• Update and close consumer checking/savings accounts and safe deposit boxes.
• Assist clients with the completion of fraudulent activity dispute forms.
• Review ATM deposits to identify potential risks. Initiate a hold or other appropriate action.
• Initiate contact with business prospects provided by marketing to develop new client relationships. Partner with calling officers on outside business development activities.
• Balance vault/recycler/ECD storage and order/ship cash.
• Open, update and close corporation, LLC, non-profit, public and municipal deposit accounts.
• Perform reviews and audits on high-risk processes and transactions, such as stop payments and check holds.
• Assist clients with more complex loans, such as small business lending, to include loan application, income documentation, and signing and closing of the loan.
• Serve as a subject-matter expert on branch product and services. Assist with training and coaching.
• Complete daily reports, Fiserv corrections, branch cash balancing, and transaction review. Assist with oversight of daily operations and new accounts tasks, including the review of over-limits.

Minimum Qualifications to Perform Essential Functions
Knowledge, Skills and Abilities:

• Knowledge of and ability to accurately apply applicable federal/state banking regulations.
• Knowledge of consumer banking products and services.
• Aptitude and enthusiasm for client service and sales.
• Basic math skills (addition, subtraction, multiplication and division).
• Ability to identify denominations and count currency.
• Professional demeanor and speaking skills.
• Good judgment, decision-making, analytical and problem-solving skills.
• Professional and service-oriented demeanor and communication skills.
• Computer proficiency, including internet browsers and Microsoft Office Suite products.

Experience and/or Education:

• One year (within last five) of branch teller and/or new accounts experience.
• Two years of recent experience opening business checking and trust accounts, preferred.
• Effective public speaking and presentation skills, preferred.