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Richwood Bank · 15 hours ago

Customer Specialist - Richwood

28 N Franklin St, Richwood, OH, USA

Full-time

Onsite

Entry, Mid Level

2+ years exp

Richwood Bank is a community-focused bank that aims to inspire and celebrate thriving communities. The Customer Specialist position involves providing exceptional customer service, handling transactions, and assisting clients with their banking needs both in-branch and at the drive-thru.

BankingBookkeeping and PayrollFinancial Services

Responsibilities

Greet customers

Facilitate all transactions for customers across all financial account types and requests

Open accounts and teach customers how to gain the most potential from them

Assist new customers in transferring all funds over seamlessly through our switch program

Maintain an accurate balance of cash drawers daily

Demonstrate knowledge of all accounts, products and services offered

Support customers with all account and service needs

Be willing to help customers with additional benefits such as notary, faxing and check orders

Stay current on rates for CDs, savings IRAs and interest bearing checking

Listen to customer needs and recommend the best solutions to help them succeed

Assist team with miscellaneous office support such as inventory of supplies and cookie Friday preparations

Scan proof – scanning all transactions daily into the computer

Demonstrate drive thru knowledge – speaker, transaction drawers/tube

Perform other tasks assigned by Branch Manager

Qualification

Customer service skillsBank productsMathematical skillsCash handling experienceCommunication skillsTyping skillsBasic computer skillsPunctualityOpen to learningAttention to detailOrganizational skillsWork under pressureConfidentialityPositive attitude

Required

High School Diploma or GED required

Two years of customer service experience required

Excellent customer service skills

The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss and fraud

Mathematical skills

In-depth knowledge of our bank products and services

Work well under pressure and in a fast paced environment

Ability to identify opportunity to educate customers of more products and services that may fit their needs (cross promotion)

Strong communication skills

High degree of accuracy

Detailed and organized

Maintain confidentiality at all times

Maintain a positive can-do attitude towards your team and customers

Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and teller roles and responsibilities relating to each act

Punctual

Driven to succeed and open minded to learn more about new technology within our industry

Accurate typing skills; basic computer skills, including the use of word processing, spreadsheet software applications, and e-mail