Customer Solutions Specialist - Ephrata Main Office

Ephrata National Bank - Ephrata, PA

Full-time - Entry Level

Ephrata, PA

Credit Intermediation and Related Activities

About the position

The Customer Solutions Specialist at Ephrata National Bank is responsible for providing exceptional customer service and sales support while prioritizing the financial well-being of customers. This role involves engaging in needs-based conversations, staying informed about products and services, and assisting with branch operations while ensuring compliance with policies and procedures. The specialist collaborates with team members to achieve branch goals and enhance the overall customer experience.

Responsibilities

• Expand and nurture the branch customer network through proactive sales and service initiatives.
• Enhance the customer experience by focusing on financial wellness discussions and problem-solving for future needs.
• Introduce and demonstrate technology as a solution to meet customer needs and convenience.
• Manage risk through adherence to all policies and procedures, demonstrating sound judgment within established limits.
• Participate in branch daily operations, ensuring they are completed efficiently and accurately.
• Maintain a solid understanding of product and procedural knowledge to effectively solve customer problems.
• Stay knowledgeable about digital solutions and technology to support customers.
• Demonstrate high proficiency in first contact resolution for banking service issues.
• Open consumer and business accounts, perform account maintenance, and conduct routine transactions with high proficiency.
• Partner with the Community Banking Manager to execute on a 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, requiring lending certification.
• Demonstrate good judgment, problem-solving, and decision-making skills.
• Remain adaptable to changes in policy, procedure, and company environment.
• Assess risk in transactions and seek assistance for identifying possible fraudulent transactions.
• Conduct routine banking transactions accurately and within established guidelines.
• Exhibit a professional demeanor with internal and external customers.
• Assist the branch in maintaining cash levels and controls, as well as audit and compliance requirements.
• Complete other duties as assigned by management.

Requirements

• High school degree or GED required; Associate's degree preferred.
• 2-3 years of retail experience with demonstrated sales results preferred.
• Ability to demonstrate good judgment 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.
• Professional appearance and manner.

Nice-to-haves

• Experience in the banking or financial services industry.
• Familiarity with digital banking solutions and technology.

Benefits

• Health insurance
• 401k retirement plan
• Paid holidays
• Professional development opportunities