Job Description
Job Description
Position Overview
Our Banking Support Specialists provide exceptional service to our internal, external, and prospective clients by performing a variety of service transactions. The Banking Support Specialist position will provide support and coverage for the Banking Representative and Client Banking Specialist roles. This particular Banking Support Specialist position will provide support to the Bayshore Office.
Primary Duties and Responsibilities
- Consistently delivers outstanding client service with a friendly, can-do attitude, and willingness to help at all times.
- Acts as a cultural ambassador to internal and external clients, providing an exceptional experience with each interaction.
- Develops rapport with internal and external clients by being proactive and timely with requests, while displaying a caring attitude.
- Performs account opening, maintains a balancing record, and processes routine Teller transactions in line with policy.
- Initiates conversations to uncover client needs for Bank products and services.
- Effectively refers clients to the appropriate business partner to meet their financial services’ needs.
- Utilizes problem solving skills to determine and correct cash outages and to enlist assistance, as needed, for more difficult errors.
- Performs servicing transactions in various departments, sometimes simultaneously.
- Grows and maintains a well-developed working knowledge of the complete line of products and services offered at the Bank.
- Serves as a subject matter expert with respect to policy and procedures, bank operations, cash recycler assistance, bank software & systems, internal audit, etc. and provides guidance to other employees as needed.
- Works in a team environment, interacting with co-workers and management in a positive manner.
- Maintains a position of trust and responsibility by keeping all client business confidential.
- Grows and maintains a well-developed working knowledge of Bank policies and procedures and takes responsibility to keep up to date on any changes. Responsible for notifying management when additional training/development is needed.
- Adapts interpersonal style to highly diverse individuals and groups in a range of situations.
- Anticipates change and adapts plans and priorities accordingly.
- Communicates equally and effectively at all levels of the organization.
- Understands others' complex or underlying needs, motivations, emotions or concerns and communicates effectively despite the sensitivity of the situation.
- Uses a variety of software packages and utilizes a wide range of features or options for a given software package, to produce the desired result.
This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
Minimum Qualifications
- 1 year of banking experience OR equivalent cash handling and forward-facing client service experience
- High school diploma/GED
- Must be able to apply for and receive notary license in order to assist with loan closings/client requests
- Registration as Mortgage Loan Originator through the National Mortgage Licensing System (NMLS)
Preferred Qualifications
- Experience working in a Teller, Client Banking or Universal Banking position.
- Experience in uncovering client needs and effectively referring customers to business partners.
- Experience working in support areas, such as Deposit Operations, Loan Operations, or Remittance Processing.
Our Way
Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work
Make a meaningful difference in our community through our service and financial support
Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and maintain open and forthright communication with our regulators
Benefits
You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:
- Eligibility for health, dental, vision, life and disability insurance coverages
- Retirement Plan - 401k with matching
- ESOP- Employee Stock Ownership Plan
- Time away from work – vacation time, sick time and holidays
- Paid parental leave
- Tuition Assistance
- Professional development opportunities
THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER
A DRUG FREE WORKPLACE
E-VERIFY EMPLOYER