Floating Customer Solutions Specialist

at  Ephrata National Bank

SUMMARY:

The Floating Customer Solutions Specialist is responsible for demonstrating customer centricity while providing an exceptional sales and service experience through engaging in needs based conversations. Prioritizes customer’s financial well-being during every interaction. Stays up to date on products, services and processes to effectively assist customers in both service and sales interactions. Responsible to assist with branch operations and ensures compliance through the adherence of all policies and procedures. Supports the Bank’s mission, vision, and values by collaborating to achieve both the branch and individual goals. This position will work in different branches according to need.

REQUIRED/PREFERRED EDUCATION AND EXPERIENCE:

• High school degree or GED required. Associates degree preferred.
• 2-3 years of retail experience, with demonstrated sales results, preferred
• Must have NMLS number or obtain one within 6 months
• Ability to demonstrate good judgement and sound decision making
• Maintain a high level of integrity
• Excellent listening, verbal and written communication skills
• Detail oriented, well organized and proficient in multitasking
• Excellent relationship building skills
• Act as a self-motivated team player
• Successful completion of all required training
• Must have a professional appearance and manner
• Expected to participate and successfully complete appropriate educational classes as required

SUPERVISORY REQUIREMENTS:

There are no supervisory responsibilities in this job.

EEO STATEMENT:

Ephrata National Bank supports a diverse workforce and is an Equal Opportunity Employer. It is the policy of Ephrata National Bank to provide equal employment opportunities without regard to race, ethnicity, color, religion, sex, national origin, age, disability, marital status, covered veteran status, sexual orientation, gender identity, genetic information or any other protected characteristic applicable under law. The bank complies with all relevant federal, state, and local laws, as well as, all regulations regarding nondiscrimination.
This job description reflects management’s assignment of essential functions and position responsibilities. Nothing in this job description restricts management’s rights to assign or reassign duties and responsibilities to this job at any time. The employee is expected to adhere to all of Ephrata National Bank’s procedures and to act as a role model in the adherence to bank policies

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Expands and nurtures the branch customer network through proactive sales and service initiatives. Enhances the customer experience by identifying solutions to improve and maintain their financial wellbeing. Collaborate with a team of financial partners to deliver a holistic approach to financial wellbeing.
• Enhances the customer experience by intentionally focusing on financial wellness discussions and problems solving for future needs. Introducing and demonstrating technology as a solution to meet customer needs and convenience.
• Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
• Maintains a solid understanding of product and procedural knowledge to identify and solve customer problems effectively to drive customer loyalty.
• Stays knowledgeable, maintains and demonstrates an understanding of digital solutions and technology to support customers and solve problems.
• Demonstrate high proficiency in first contact (one-touch) resolution for issues with banking services and accounts.
• Demonstrates high level proficiency when opening consumer and business accounts, performing account maintenance, problem resolution and conducting routine transactions.
• Partners with the Community Banking Manager to execute on an aligned sales and customer experience strategy.
• Cultivate community relationships by participating in Bank sponsored events.
• Generate consumer loan applications and assist customers through the entire process.
• Demonstrate good judgement, problem solving and decision-making skills.
• Remain adaptable to policy, procedure, department structure, and overall company changes and environment.
• Demonstrate high proficiency in first contact (one-touch) resolution for issues with banking services and accounts.
• Assess the risk in each transaction and seek additional assistance, if necessary, in identifying possible fraudulent transactions.
• Conduct bank’s routine transactions within established guidelines (cash checks, accept deposits and loan payments, process withdrawals etc) with accuracy.
• Consistently exhibit a professional demeanor with internal and external customers.
• Complete other duties that may be assigned by management.