Retail Support Specialist

SUMMARY

This position is responsible for new account and maintenance review. Work is performed within the framework of standard operating policies and procedures; however, some independent judgment and discretion is required in performing assigned tasks. Deviations from normal procedures and/or questions are referred to the supervisor.

include the following. Other duties may be assigned.

Perform new account review; partner with bankers and retail leadership when errors occur. Provide clear communication about errors.

Maintain the outstanding list and keep updated.

Document new items, review updated items for removal and provide line of business partners with data from the outstanding list.

Comply with all banking regulations, policies and procedures.

include the following. Other duties may be assigned.

Maintain education and professional expertise through attendance at job related seminars, conferences, and workshops.

None.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Possess a two-year associate’s degree from an accredited university or institution in business, accounting, finance, or other closely related field. Professional work experience may be substituted on a year-for-year basis for the minimum education requirement.

Possess a minimum of at least five years of professional work experience in a closely related field.

Ability to read and comprehend simple instructions, short correspondence, memos, technical procedures, and regulatory material. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

Operate standard office equipment (e.g., personal computer/printer, telephone, fax machine, copier, folding machine, microfilm reader/printer, microfilmer, microfiche reader/printer, calculator, etc.).

Must have good working knowledge of word processing and spreadsheet software programs. Advanced PC knowledge.

Has frequent contact with all departments.

Valid driver’s license.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to stand; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10-15 pounds. Specific vision abilities required by this job include close vision, and distance vision.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Position may require occasional travel to various locations for job related business. Position may require the ability to work before or after normal business hours and Saturdays as needed.