Customer Specialist - Travel

Customer Specialist, Travel
The Traveling Customer Specialist position is a front‑line position providing customer service to bank clients. This position will travel all nine locations as needed and 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 has a comprehensive benefits package for full‑time employees, including medical and wellness programs, dental, vision, employee assistance plan, life insurance, supplemental short‑term disability, 401(k) plan, enhanced Wellness program, tuition reimbursement and 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

Ensure work completed is accurate and appropriate; verify and validate all data to confirm accuracy and reliability, paying close attention to details of all information received and entered.

Skills and Abilities

Excellent customer service skills

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 bank products and services

Work well under pressure and in a fast‑paced environment

Identify opportunities to educate customers of more products and services that may fit their needs

Strong communication skills

High degree of accuracy

Detailed and organized

Maintain confidentiality at all times

Maintain a positive can‑do attitude toward team and customers

Knowledge of federal regulations, including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm‑Leach‑Bilyi Act, Regulation E and teller roles and responsibilities related to each act

Punctual

Driven to succeed and open‑mind to learn more about new technology within the industry

Accurate typing skills; basic computer skills, including use of word processing, spreadsheet software, 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.

Candidates are subject to background and credit checks. Employment is contingent upon results that meet company standards and applicable laws.

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