Customer Specialist - Plain City

Customer Specialist

At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive.

Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank – as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members.

The Customer Specialist position is a front-line position providing customer service to bank clients both in the branch and at the drive thru. This position will conduct the full spectrum of banking service, from evaluating what Richwood Bank account a customer would fit best in, to how to open it and transact funds.

Richwood Bank prides itself on unique company culture and all team members should be active and engaged participants.

Richwood Bank has a comprehensive benefits package for full time employees including but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full-time and part-time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement and tons of professional development opportunities!

Essential Functions

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

Skills and Abilities

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

Education

High School Diploma or GED required, college preferred

Two years of customer service experience required

Cash handling experience preferred

Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.