Retail Banking Specialist jobs in United States
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First Bank & Trust · 2 months ago

Retail Banking Specialist

First Bank & Trust is dedicated to providing exceptional service to its guests. The Retail Banking Specialist will be responsible for meeting transactional needs, developing client relationships, and proactively offering solutions to enhance the customer experience.

BankingFinancial Services

Responsibilities

Provide a superior service experience that not only satisfies the wants and needs of the bank’s guests but provides them with a unique experience indicative of First Bank & Trust’s culture and commitment to the communities we serve
Enthusiastically develop, maintain, and grow new and existing relationships that are profitable to the bank while minimizing risk. While not required, a general understanding and aptitude for sales aids in this responsibility
Perform general teller functions including processing deposits, withdrawals, payments, and negotiable items. Maintain a balanced cash drawer each day. Remain risk-aware, recognizing and swiftly reporting any suspicious transactions. Assist in the daily servicing of branch hardware; including ATM and/or TCR(s)
Anticipate needs and advise clients on solutions that personally benefit them
Assist in the opening of new accounts and establishing new relationships
Be an expert and educate clients in the bank’s suite of products, services and processes that meet both client and community needs
Proactively seek direction from the Retail Banking Supervisor and/or Retail Branch Manager that assures daily work aligns with organizational goals. In addition, be persistent in building relationships and collaborating with colleagues both in and outside of the Retail business line to meet client needs
Monitor and maintain both the deposit and credit portfolios for quality and potential risk. If necessary, follow through on collection efforts, using all legal means as required by Loan Policy and Guidelines
Act in accordance with FBT policies and procedures as set forth in the employee handbook
Adhere to compliance procedures and participate in required compliance training and all meetings deemed appropriate by supervisor

Qualification

Client relationship managementCommunication skillsProblem solvingEmpathyCollaboration

Required

High school diploma
Minimum of one year of related experience, or the equivalent
Strong communication skills through excellent verbal and written correspondence
Effective listening and responsiveness
Personable and empathetic to others
Collaborative
Solution driven problem solver

Preferred

General understanding and aptitude for sales

Benefits

Medical, Dental, and Vision insurance
Health Savings Accounts
401(k)/ESOP
Paid Time Off
Flexible Work Arrangements
Paid Parental Leave
Student Loan Repayment Assistance

Company

First Bank & Trust

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First Bank & Trust is a banking firm that offers banking, wealth management, and financial services in Massachusetts.

Funding

Current Stage
Late Stage

Leadership Team

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Chris Kreul
Chief Technology Officer
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Carrie Wilson
Chief Financial Officer & Chief Operating Officer
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Company data provided by crunchbase