Banking Specialist III - Teller III

The Banking Specialist III will serve as the primary new account and loan representative for the branch. This position will demonstrate strong client conversational skills utilizing the Bank defined conversation strategy. In addition, the Banking Specialist III will engage in conversational discovery with a client, aligning the needs of the client with the appropriate solution, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment.

As required, the Banking Specialist III may also provide support in processing paying/receiving transactions for client requests. The Banking Specialist III will possess good judgement and decision‑making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience.

• A high school diploma or equivalent; some college preferred. A minimum of two (2) years of experience in related banking positions with specialized banking and sales training. One (1) year of experience in a related banking position may be considered with the completion of a post‑secondary 4‑year degree. Three (3) years of demonstrated success in outside sales may be considered in lieu of banking experience.
• Proficient reading, verbal and written communication, mathematical, computer and interpersonal relations skills; strong attention to detail and be highly organized; make practical, common sense decisions; solid working knowledge of bank products; display a clear understanding of the Bank’s products and services; comprehensive knowledge of bank forms and documents used in opening new accounts, operating policies and procedures that impact these products, and technical sales skills sufficient to take advantage of additional selling and cross‑selling opportunities.
• NMLS Registry required post hire.

• Through active engagement in client conversation and financial need exploration, supports the branch market plan/business plan to support achievement of assigned quarterly and annual goals, specifically deposit & loan growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
• Utilizes the Bank’s client conversation model and various reporting to identify sales and service to sales opportunities, supporting the acquisition and expansion of client relationships.
• Advanced knowledge of all Bank products, services, and usage channels, to identify client account and lending needs. This knowledge will include both personal and business product types.
• Technically proficient in all channels of client delivery to include on‑line banking, mobile banking, debit card management, etc. In addition, is proficient in all methods of client outreach to include utilization of Zoom for client appointments and tablets to support the in‑branch experience for the client.
• Supports all marketing and sales strategies through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate recommendations in support of goal attainment.
• Demonstrates proficiency of all operating systems, to support both the new account & loan origination processes, service transactions and overall client relationship management. The Banking Specialist III would serve as the primary new account representative in the branch.
• Performs notarial acts as needed per state defined guidelines to support a positive client experience.
• Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer as needed. In addition, will provide necessary overrides for various transactions in support of sound risk management.
• Assists with branch opening and end‑of‑day processes.
• Supports onboarding of new associates within the financial center, specifically serving as a mentor/coach for new associates through on‑the‑job training/job shadowing.
• In partnership with the Branch Operational Specialist, assumes management of required operational reporting, including review of overdrawn accounts, delinquent loan reporting, and past‑due safe deposit boxes.
• Responsible for understanding the…