Ephrata National Bank · 1 month ago
Customer Transaction Specialist
Strasburg Branch Office, Strasburg, PA, US
Full-time
Onsite
Entry, Mid Level
2+ years expEphrata National Bank is a financial institution focused on retail banking services. The Customer Transaction Specialist is responsible for providing efficient and friendly service to customers, processing transactions, and assisting with account-related needs.
BankingFinancial ServicesInsurance
Responsibilities
Process a variety of branch transactions accurately and efficiently, including:
Cash and check deposits
Loan and credit card payments
Internal and external funds transfers
Processing of negotiable instruments (checks, drafts)
Issuance of official checks and money orders
Follow all policies, procedures, and applicable regulations to ensure compliance and mitigate risk
Assist customers with opening new consumer deposit accounts, including checking, savings, CDs, and money market accounts
Guide customers through account features, disclosures, and documentation
Ensure all account opening activities are completed accurately, securely, and in compliance with regulatory requirements (e.g., CIP, BSA/AML)
Provide prompt, courteous, and knowledgeable support for a wide range of customer banking needs, including:
Debit card issuance, activation, replacements, and dispute assistance
Stop payment requests and check reorders
Navigation and troubleshooting for online and mobile banking platforms
Setting up travel notifications and fraud alerts
General account maintenance such as address changes or name updates
Investigate and resolve basic account discrepancies and service issues
Create a welcoming environment by proactively engaging with customers and building rapport
Actively listen to understand customer goals and identify appropriate banking solutions
Educate customers on digital banking tools and self-service options to enhance their banking experience
Educate customers on ENB’s digital tools and self-service channels to enhance convenience and financial confidence
Recognize opportunities to improve a customer’s financial wellness
Refer customers to ENB business partners as appropriate, including:
Consumer Lending (auto loans, personal loans, home equity lines)
Mortgage Banking
Small Business Banking
Investment and Wealth Management
Merchant Services
Commercial Lending
Agriculture Lending
Cash Management
Maintain precise and error-free transaction processing and recordkeeping
Balance cash drawer daily, ensuring accuracy and security of negotiable items
Adhere to internal controls, operational procedures, and all regulatory compliance standards
Assist in branch operational duties as needed, including audits, reporting, and branch security protocols
Qualification
Required
High school degree or GED required
Excellent listening, verbal and written communication skills
Must have a professional appearance and manner
Expected to participate and successfully complete appropriate educational classes as required
Preferred
2-4 years of relevant experience preferred (*will consider experience within various industries that offer a transferable skill set*)
Company
Ephrata National Bank
Ephrata National Bank is an independent community bank that provides personal and business banking services.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$20M2021-01-07Debt Financing· $20M
Leadership Team
J
Jeffrey Stauffer
President & CEO
Recent News
GlobalFinTechSeries
2022-04-20
Company data provided by crunchbase