Job Description: Banking Specialist

Banking Specialists play a crucial role in educating clients on various banking products and services available to them. Responsible for delivering financial assistance, which includes starting/closing accounts, assisting customers with inquiries, and marketing banking products. Supports team growth and identifies sales opportunities to fulfill customer needs.

Primary Accountabilities:

Set up, maintain, and close customer accounts for checking, savings, IRA, and deposit needs.
Explain the assortment of financial solutions and supplemental services provided by the bank, ensuring products are specially designed to meet the individual needs of clients.
Resolve customer complaints and provide support for account-related matters.
Process account adjustments and ensure the maintenance of reliable records.
Protect confidentiality and deliver exceptional customer service.
Organize support team tasks, reporting activities, and auditing protocols.
Accomplish targets for sales and cultivating connections.

Candidate Qualifications:

A high school diploma or a corresponding certificate must be attained.
0–3 years of hands-on experience in banking or customer service.
Primary knowledge of financial services and banking instruments.

Technical Requirements:

Achieving the mandatory training program objectives.
Adept at handling financial accounts, debit card functions, and customer interactions.
Knowledge encompassing fraud prevention tactics, wire transfer regulations, and online banking practices.

Key Competencies:

Profound communication skills and a focus on delivering top-notch customer service.
Ability to understand basic mathematical concepts and operate computers effectively.
Maintaining a professional attitude along with a meticulous nature.

Availability & Schedule:

Monday – Thursday: 8:00 AM – 5:00 PM
Friday: 9:00 AM – 6:00 PM
Total Hours: 40 hours per week

Banking Specialist

Location : Flower Mound, TX, 75028