Retail Support Specialist

Position Summary:

The Retail Support Specialist is responsible for providing administrative support to retail banking clients and employees, including the Universal Banker and Branch Manager.

Essential Duties and Responsibilities:

To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• The Retail Support Specialist creates new account profiles, performs account maintenance, including wire input and support for business banking clients
• Review of new accounts and transactions for discrepancies
• Pulls reports specified and required by managers including New Account reports
• Conducts GL Balancing activities
• Supports Digital Online Banking and Debit Card maintenance, coordinates customer service requests, and ensures timely follow-up and resolution
• Upload documents to internal systems (ECM)
• Compliance reporting and document research
• With proper training and experience, open new accounts, and may perform Universal Banker customer facing transactions
• Adheres to all bank established policies, procedures, and overall banking regulations.
• Leads and encourages a positive working environment with a can-do attitude which fosters our Mission, Vision, Shared and Guiding Principles.
• Stays up to date on banks’ depository products accounts and online services.
• Maintain comprehensive and up to date knowledge of banking regulations related to assigned job function.
• Complete required compliance and job specific training.
• Familiarity and adherence of all Bank Secrecy Act requirements including the ability to identify and properly report fraudulent and suspicious loan activity.
• Complete and/or ensure all audit and security policies and procedures are followed in accordance with Bank policy and Federal Regulation.
• Actively participate in branch meetings, individual and group coaching/training sessions.
• Demonstrate comprehensive knowledge of all applicable bank policies and procedures.
• Work independently and exercise good judgement while keeping the bank’s financial interest in mind.
• Actively participate in bank functions and community activities as a representative of the bank.
• Other duties as assigned

Supervisory Responsibilities:

This job has no supervisory responsibilities.

Competencies:

To perform the job successfully, an individual should demonstrate the following.

• Communications
  - Expresses ideas and thoughts verbally; expresses ideas and thoughts in written form; exhibits good listening and comprehension; keeps others adequately informed; selects and uses appropriate communication methods.
• Use of Technology – Adapts to new technologies, demonstrates required skills, troubleshooting of technical problems and uses technology to improve productivity
• Adaptability
  - Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events.
• Integrity
  - Ability to maintain the integrity of highly confidential customer and Bank information.
• Dependability
  - Commits to doing the best job possible. Follows instruction. Keeps commitments. Meets attendance and punctuality guidelines. Responds to requests for service and assistance. Take responsibility for own actions
• Quality – Applies feedback to improve performance, demonstrates accuracy and thoroughness, monitors own work to ensure quality, displays commitment to excellence, looks for ways to improve and promote quality.

Qualifications:

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 accommodation may be made to enable individuals with disabilities to perform the essential function.

Education/

Experience:

High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.

• Previous Teller or Customer Service experience is a plus.

Language Ability:
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