Position Purpose

Build and maintain customer relationships by tending to the customer service and transaction activities performed at the teller line in an accurate, professional and courteous manner. Identify potential banking needs of customers and suggest solutions or refer them to appropriate bank employee.

Position Accountabilities

A. Demonstrate Outstanding Customer Service

• Effectively help customers achieve their financial goals by providing customer service that models the values of integrity, flexibility, helpfulness, proficiency and commitment.
• Front line of customer contact for the bank; Communicate effectively with customers and inspire confidence that you are knowledgeable and trust worthy to handle a customer’s financial needs.
• Build customer loyalty and respect through friendly and courteous service addressing each customer by name.
• Maintain the security and confidentiality of customer information.

B. Demonstrate Effective Financial Transactional Processing

• Record all transactions promptly, accurately, securely and in compliance with bank procedures and regulatory requirements – even when the tasks are routine or repetitive.
• Accurately balance currency, cash, and checks in cash drawer at designated time frames.
• Respond to inquiries regarding checking and savings accounts; Resolve issues and discrepancies with customer’s accounts.
• Detect fraudulent transactions and act appropriately to help prevent bank losses.
• Identify customer needs and recommend financial products.
• Perform specialized services for customers as needed.

C. Demonstrate Commitment to Life-Long Learning and Professional Development

• Proactively seek to better meet changing customer needs, bank growth objectives and department profitability benchmarks within an evolving regulatory framework by remaining current on the application of existing and newly emerging deposit products, financial services and technologies.
• Effectively use existing and newly emerging deposit products, financial services and technologies.
• Stay current with banking regulations and products and services that are constantly changing.

D. Actively Contribute to Leighton State Bank Continuous Improvement.

• Contribute to a positive team environment by cooperatively working with other department team members and bank personnel.
• Execute strategic initiatives as directed by Bank Management.

E. Complete other assigned operational duties, projects and assignments as given in a timely manner.

A. Education and Experience

• Education. Possess a high school diploma or equivalent. Candidates with a degree from a nationally accredited post-secondary educational institution in a related field of study will be given preference.
• Experience. Prior banking experience would prepare a candidate to be able to proficiently perform the duties required by a Relationship Retail Specialist.

B. Knowledge, Skills and Abilities

• Detail Oriented. Demonstrated record of accurately attending to detail when completing financial transactions, resolving problems and completing basic math calculations.
• Customer Service. Demonstrated use of principles and processes for providing outstanding customer service. This includes customer needs assessment, meeting quality standards for services and evaluation of customer satisfaction.
• Judgment and Decision Making. Demonstrated ability to systematically consider relative costs and benefits of potential actions; critically analyze related variables; and logically apply reasoning when selecting goals and making plans.
• Communication. Demonstrated use of communication to understand and correctly interpret information and ideas presented through non-verbal, verbal and written modes as well as to convey information and ideas professionally to diverse individuals and groups through presentation of words, actions, and documentation.
• Technology. Demonstrated use of computers, Microsoft Office Suite software, internet and other electronic means to gather and disseminate information; communicate with colleagues and customers; construct and revise Word and Excel documents; and store and retrieve data.
• Economics and Accounting. Demonstrated use of economic and accounting principles/practices, financial market/banking analysis and succinct/accurate reporting of financial data.

Position Advancement

• An incumbent who has achieved a demonstrated record of success and leadership in this position is eligible for consideration for a Retail Relationship Banker position.