Role OverviewThe Financial Specialist Lead is responsible for driving day-to-day operational excellence by keeping the banking center in compliance with all bank policies and procedures. The individual contributes to a positive customer experience by processing transactions, opening deposit accounts and delivering exceptional customer service.
What You Will Do
Processes transactions diligently and in accordance with established policies & guidelines, Balances transactions and cash substantiating transaction negotiability and an adequate audit trail, Makes decisions and approves higher level transactions and tasks within established guidelines, Uncovers customer expansion opportunities and refers customers to proper bank personnel, Assists customers with the opening of deposit accounts and ancillary deposit services, Performs account maintenance and thoroughly researches and resolves customer service issues as well as outages
Why It Might Be a Fit
Requires work on physical bank premises, Mentors/trains new employees, Must be able to do simple math and carry out written instructions, Work occasionally requires more than 40 hours per week to perform the essential functions of the position
Requirements
- High school diploma or GED
- 4+ years customer service in new accounts and account opening
- Bilingual (Spanish) language skills preferred
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