Banking Operations Specialist

Banking Operations Specialist

Job Description:

Northwest Banking Operations Specialists are instrumental members of our retail network staff due to their frequent customer engagements. Their functions include providing exceptional customer service by welcoming clients, processing transactions efficiently, resolving issues, offering educational services, and identifying financial needs for redirection to the relevant department. The floating teller role aids in meeting the bank's operational demands by serving different locations and adhering to a flexible work schedule.

Essential Functions:

• Be prepared to have a flexible schedule that may vary from week to week or even day to day to meet the Bank's needs
• Transport to various Bank locations in a specific region on short notice, even during ongoing shifts
• The ability to commute reliably is essential for performing tasks in multiple settings
• Punctuality and attendance are expected
• Meet objectives for financial wellness by identifying chances for referrals
• Offer guidance to customers and visitors by addressing their queries, solving issues, and meeting their requirements effectively. Take the lead in engaging with customers to ascertain their needs and enlighten them about the advantages and attributes of specific products or services. Direct customers to the appropriate team member for advanced requests or services.
• Engage customers proactively with greetings and show commitment to addressing and resolving any customer concerns or problems
• Conduct the balancing of the cash drawer on a daily basis and take part in the dual custody verification for ensuring accuracy in the vault, ATM, and any additional machinery, if required
• Provided with an elevated drawer limit, authorized to sign checks, and given supervisory authority in the teller system when deemed appropriate
• Embrace our guiding principle of following the North Star in delivering exceptional customer experiences, demonstrating dedication to each interaction with customers through various communication methods.
• Exceptional presentation of our 5 Cultural Guarantees
• Meet all educational obligations and enhance skills by utilizing prescribed bank resources
• Have general knowledge of all office systems and software, perform maintenance and possess an in-depth knowledge of bank products, services, and digital offerings
• It is essential to be well-informed about security protocols and to follow dual control guidelines
• Obligated to take part in the tasks related to branch opening and closing as deemed necessary
• Safeguard the bank from unnecessary threats by upholding compliance, risk, and operational procedures
• Coordinate with coworkers to accomplish daily duties as a team, showing professionalism and respect, maintaining punctuality, and aiding management with any special tasks as requested
• Adhere to the scheduled evening and weekend shifts as needed or as assigned

Expertise, Proficiencies, and Competencies:

• Proficiency in promoting strong connections within a team and taking part in problem resolution and decision-making endeavors
• Being able to clearly and precisely communicate ideas and information in a way that is suitable for the specific audience, whether through speech or writing
• - Showing the ability to actively engage in listening to grasp others' perspectives, share information, and promote the open sharing of ideas
• The capacity to set paths for self to reach specific targets, creating and utilizing systems to keep track of personal progress, and making efficient use of time and information
• The aptitude for making sound decisions by employing perceptive and analytical approaches, showing good judgment in complex scenarios
• Knowledge about computers and the Teller System is indispensable

Qualifications:

Achieving success in this position necessitates the satisfactory execution of each essential duty. The qualifications detailed below represent the necessary knowledge, skills, and abilities required for the role. Reasonable accommodations can be provided to enable individuals with disabilities to effectively carry out the core functions.

Education:

• A high school diploma or its equivalent is the favored qualification

Work Experience:

• Previous customer service roles are preferred
• It is advantageous to have previous exposure to cash management
• Preference will be given to individuals with a background in banking and/or retail

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