The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships.

Key Responsibilities and Duties

Promotes financial services suitable for the client based on profiling, identifying client’s needs, acting as an advocate and partnering with specialists throughout the enterprise. Performs cash vault and/or other financial center operational responsibilities as directed. Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications. Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan. Exceeds client expectation by taking ownership and accountability of the client and making the client’s needs a priority. Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth. Refers customers' financial needs to other bankers and partners as needed. Executes the bank's risk culture and strives for operational excellence. Adheres to established policies and procedures while opening/servicing the full range of Retail products. Understands competitor products and services and advantages of the organization's banking products and services.

 

Minimum Qualifications 

1+ years of retail banking and/or financial services experience. Strong customer service and multi-tasking skill. Operational and universal knowledge and experience. Ability to focus on acquiring, retaining, and deepening client relationships.

 

Preferred Qualifications

3+ years of retail banking and/or financial services experience. Previous teller and cash handling experience. Bilingual – Fluent in English and Cantonese.

 

Educational Requirements

High School Preferred

Role Specific Work Experience

2+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
3IC

 

Posting End Date: 9/30/25