Consumer Banking Service Specialist

The Consumer Banking Service Specialist provides superior administrative experiences and support to branch customers and Consumer Banking staff. This position often serves as the first point of contact for clients and guests, requiring a welcoming disposition and efficient assessment of needs to intentionally manage and direct them appropriately. Consistently modeling superior service standards while effectively managing administrative and operational tasks are central to this role.

Qualifications: This person should have an associate’s degree and a minimum of two years of related experience, or the equivalent. This person must demonstrate superior communication skills, professionalism and attention to detail, while effectively managing and executing administrative and operational tasks in an organized and timely manner.  Working independently, while effectively collaborating with internal partners, is essential.

Principal Responsibilities:

• Professionally greet and deliver an exceptional service experience in branch and by phone, for all customers and guests.

• Effectively manage traffic flow by quickly identifying needs and coordinating a warm handoff and introduction to the appropriate person or department.

• Collaborate effectively, ensuring a service oriented and cohesive culture.

• Provide administrative support to leadership as assigned.

• Execute administrative and operational tasks, with accuracy, timeliness, and attention to detail.

• Assist with preparation of materials, reports, agendas and communications.

• Support scheduling, calendars, appointments, and event coordination.

• Maintain organized records, files, logs, and documentation in accordance with bank policies when applicable.

• Coordinate service requests and manage supplies and resources that ensure operational readiness.

• Establish and monitor basic reporting of growth objectives.

• Handle sensitive information with discretion and professionalism.

• Assist customers with opening, closing, maintaining, and accessing safe deposit boxes according to established guidelines when applicable.

• Perform quality assurance on procedural requirements, ensuring required documentation is obtained, when applicable.  

• Seek community involvement and actively participate in organizations that increase bank visibility and public relationships within the communities we represent.

• Act in accordance with FBT policies and procedures as set forth in the employee handbook.

• Adhere to compliance procedures and participate in required compliance training.