Banking Specialist Ii Or Iii / Woodcrest Retirement Location

Location: Woodcrest Retirement / Lancaster, PA

Hours: Mon - Fri: 8:30 AM - 5 PM.

The Banking Specialist II or III will serve as a primary representative for the financial center in both processing paying/receiving transactions for client requests and supporting client servicing and new account requests. This position will demonstrate strong client conversational skills utilizing the Bank defined conversation strategy. In addition, the Banking Specialist II will engage in conversational discovery with a client, aligning the needs of the client with the appropriate solution, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. The Banking Specialist II will possess good judgement and decision-making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience. The Banking Specialist III will have lending experience and an active NMLS.

Essential Requirements, Duties, and Responsibilities

Sales & Strategic Planning:

• Through active engagement in client conversation and financial need exploration, supports the financial center market plan/business plan to support achievement of assigned quarterly and annual goals, specifically deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
• Utilizes PeoplesBanks' client conversation model and various reporting to identify sales and service to sales opportunities, supporting the acquisition and expansion of client relationships. The Banking Specialist II will be expected to receive formal certification of the PeoplesBank client conversation model within one year of assuming this position.
• Demonstrates strong proficiency of all consumer Bank products, services, and usage channels, to identify client account needs. This knowledge will include both personal and business product types.
• Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc. In addition, is proficient in all methods of client outreach to include utilization of Zoom for client appointments and tablets to support the in-branch experience for the client.
• Supports all Marketing and sales strategies through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate recommendations in support of goal attainment.

Operational Proficiency:

• Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer as needed. In addition, will provide necessary overrides for various transactions in support of sound risk management as determined by the need within the financial center.
• Demonstrates proficiency of all operating systems, to support both the new account opening process, service transactions and overall client relationship management. The Banking Specialist II associate will serve as a new account representative in the financial center as determined by the need within the individual financial center assigned.
• In the absence of the Financial Center Operational Specialist, assumes responsibility of required operational tasks such as oversight of the financial center vault, weekly cash shipment tasks, and ATM cash management.
• Supports onboarding of new associates within the financial center, specifically serving as a mentor/coach for new associates through on the job training/job shadowing.
• Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.
• Satisfactorily completes all required annual regulation, sales and service training.

Educational & Other Requirements

• Minimum one year experience of retail banking, performing paying/receiving functions.
• Minimum one year experience of retail banking, account opening and sales and service transaction processing.
• Working knowledge of new technology products and services.
• Must be bondable.