Part Time Universal Banking Specialist

Overview

A Universal Banking Specialist is the liaison between the Bank and its current and potential customers. The Specialist is responsible for all service activities and duties, from greeting customers to effectively solving concerns, complaints, and inquiries. The employee identifies customer needs by answering questions, offering assistance in lending options, and providing product and service information.

While working in the call center, a Universal Banking Specialist manages large volumes of calls in a timely manner. The employee opens accounts, processes loan payments, processes deposits, cash checks, and offers customer service solutions in a non‑customer‑facing environment.

The Specialist maintains a professional attitude with sincerity and enthusiasm reflecting the Bank's commitment to our customers. The employee has a strong understanding of all bank product features and functionality, and thorough knowledge of current bank policies, procedures, and applicable Federal and State laws and regulations.

In addition, the position has backup duties assisting the bank's bookkeeping department.

Strong organizational skills; strong verbal and written communication skills; high level of energy and motivation with the ability to manage multiple tasks; strong quantitative and analytical skills; ability to work with various teams to ensure outstanding customer service; strong proficiency with MS Suite of products; ability to meet established deadlines; work productively individually; communicate effectively in writing and orally; operate standard office equipment;

travel to various bank locations and training activities as needed; high integrity and ethical standards.

Previous banking experience, business development or retail experience preferred.

Candidate must be available to work a variety of hours, which may include early mornings, evenings, and Saturdays.