Consumer Banking Service Specialist

Job Description

Consumer Banking Service Specialist

The Consumer Banking Service Specialist plays a crucial role in providing outstanding administrative experiences and support to both branch customers and the Consumer Banking team. This position is often the initial point of contact for clients and guests, demanding a welcoming demeanor and the ability to efficiently assess needs to guide and direct individuals appropriately. A core responsibility of this role is consistently demonstrating superior service standards while expertly managing various administrative and operational tasks.

Qualifications

• Education and Experience: An Associate’s degree and a minimum of two years of related experience, or an equivalent combination of education and experience, are required.
• Skills:
  • Superior communication skills.
  • Demonstrated professionalism.
  • Exceptional attention to detail.
  • Ability to effectively manage and execute administrative and operational tasks in an organized and timely manner.
  • Capacity for independent work while effectively collaborating with internal partners.

Principal Responsibilities

• Professionally greet and deliver an exceptional service experience to all customers and guests, both in the branch and by phone.
• Effectively manage branch traffic flow by quickly identifying customer needs and coordinating a warm handoff and introduction to the appropriate person or department.
• Collaborate effectively with team members to foster a service-oriented and cohesive culture.
• Provide administrative support to leadership as assigned.
• Execute administrative and operational tasks with accuracy, timeliness, and meticulous attention to detail.
• Assist with the preparation of various materials, reports, agendas, and communications.
• Support scheduling, calendar management, appointment setting, and event coordination.
• Maintain organized records, files, logs, and documentation in accordance with bank policies where applicable.
• Coordinate service requests and manage supplies and resources to ensure operational readiness.
• Establish and monitor basic reporting related to growth objectives.
• Handle sensitive information with the utmost discretion and professionalism.
• Assist customers with the opening, closing, maintenance, and access of safe deposit boxes according to established guidelines, when applicable.
• Perform quality assurance on procedural requirements, ensuring all necessary documentation is obtained, when applicable.
• Seek community involvement and actively participate in organizations that enhance the bank’s visibility and public relationships within the communities represented.
• Act in strict accordance with FBT policies and procedures as outlined in the employee handbook.
• Adhere to all compliance procedures and participate in required compliance training.

Compensation Grade

Hourly Grade 4

Equal Opportunity Employer Statement

First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement. Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email hr@bankeasy.com.