Customer Specialist

At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive. 

Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members. 

The Customer Specialist position is a front-line position providing customer service to bank clients both in the branch and at the drive thru. This position 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 prides itself on unique company culture and all team members should be active and engaged participants.

Richwood Bank has a comprehensive benefits package for full time employees including but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full-time and part-time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement and tons of 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

Skills and Abilities

 Excellent customer service skills
 The 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 our bank products and services
 Work well under pressure and in a fast paced environment
 Ability to identify opportunity to educate customers of more products and services that may fit their needs (cross promotion)
 Strong communication skills
 High degree of accuracy
 Detailed and organized
 Maintain confidentiality at all times
 Maintain a positive can-do attitude towards your team and customers
 Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and teller roles and responsibilities relating to each act
 Punctual
 Driven to succeed and open minded to learn more about new technology within our industry
 Accurate typing skills; basic computer skills, including the use of word processing, spreadsheet software applications, 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.