Post job

Bank specialist job description

Updated March 14, 2024
9 min read
Find better candidates in less time
Post a job on Zippia and take the best from over 7 million monthly job seekers.

Example bank specialist requirements on a job description

Bank specialist requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in bank specialist job postings.
Sample bank specialist requirements
  • Bachelor's Degree in Accounting, Finance, or related field.
  • At least 5 years of experience in banking.
  • Familiarity with banking regulations and compliance requirements.
  • Ability to analyze financial data and make sound decisions.
  • Proficiency in Microsoft Office Suite.
Sample required bank specialist soft skills
  • Excellent communication and interpersonal skills.
  • High attention to detail and accuracy.
  • Ability to work independently and in a team environment.
  • Strong problem-solving and analytical skills.
  • Ability to manage multiple tasks and prioritize.

Bank specialist job description example 1

Teleperformance USA bank specialist job description

Why You'll Choose Us


Teleperformance is a strategic partner to the world's leading companies, bringing solutions and enhancing customer experience during each interaction. We are the largest interaction expert team in the market: multicultural, highly skilled, and deeply knowledgeable, with a wide range of integrated omnichannel solutions, technology, and the highest security standards. For us, each interaction needs to be treated as unique.

Benefits of working with TP include

Paid Training Competitive Wages Monthly Bonuses Full Benefits (Medical, Dental, Vision, 401k and more) Paid Time Off Employee wellness and engagement programs Ability to work from your home



Your Impact


Our customer service representatives are a very important part of our family. You will be the eyes and ears for our team, fielding customer inquiries and finding innovative ways to respond. Working in a collaborative and engaging environment, you will have the chance to interact with people from all walks of life and no two days will be the same. As you continue to grow and challenge yourself, you will discover your potential can take you anywhere you want to go.

In addition to the overall convenience, you will enjoy the many benefits of working from home!

Removing the cost, stress and time constraints of a daily commute Total comfort of working from your own home A flexible work scheduled and more work life balance
Responsibilities:
Your Responsibilities


Handle and carefully respond to all customer inquiries Provide excellent customer service through active listening Work with confidential customer information and treat it sensitively Aim to resolve issues on the first call by being proactive Appropriately communicate with customers
Qualifications:
What We're Looking for


Logical problem-solving skills Availability to work various shifts Ability to use Windows operating systems Ability to type 25 wpm Over 18 years of age High School Graduate or GED Predictable and reliable attendance


What We Prefer


6 -12 month customer service experience preferred Consistent work history Proven oral & written communication skills Some Technical background


Being One of Our People


It is our mission to always provide an environment for our employees that promotes happiness from the inside out. When you work with us, you are valued and inspired to learn, to teach, and to grow. We want you to come to work motivated to and proud to be on our team. That's why we continually invest in creating outstanding work experiences and endless development opportunities. We want you to be and feel at your best, always.

Teleperformance is an Equal Opportunity Employer
jobs
Post a job for free, promote it for a fee

Bank specialist job description example 2

Mission Bank bank specialist job description

  • A high school diploma or equivalent is required;
  • Minimum of 5 years of experience in banking operations with knowledge banking regulations.
  • Minimum of 2 years' experience working with new accounts in a bank or financial institute.
  • Ability to interact with all levels of clients, staff, and management.
  • Complete knowledge and understanding of bank operations, policies and procedures to include client issues.
  • Excellent attention to detail and accuracy; good organizational, research and follow-up skills.
  • Excellent written and communication skills, including ability to deal professionally with branch issues, problems, and questions.
  • Strong PC skills, preferable Fiserv and excel and word.
  • Ability to communicate at all levels. Good verbal and written communication skills.

About Mission Valley Bank
We are an independent commercial business bank focused on the financial needs of small and mid-sized businesses and their owners, professionals, entrepreneurs and high-net-worth individuals. Launched in July 2001, headquartered in Sun Valley, CA, our organizers and founders are local business people and bankers who have worked in - and served - this community for many years. We understand the importance of developing and building strong relationships within the communities we serve, providing exceptional financial solutions and acting as Trusted Advisors to each of our clients.

Mission Valley Bank knows that being an outstanding bank requires both knowledge and delivering superior service to our customers. Every day we perform with an uncompromising commitment to the highest customer service standards. We seek talented and proven individuals who share these standards to join our team.

Physical Demands / Work Environment
This is primarily a sedentary position that requires extensive computer work. While performing the duties of this job, the employee is frequently required to stand; sit and use hands to type, reach with hands and arms and talk or hear. The employee is occasionally required to walk, stoop, and kneel. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.


Please consider joining our DYNAMIC, friendly team! It takes only a few minutes to check-out this great opportunity and apply!

Mission Valley Bank is committed to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. We offer a competitive compensation and benefits package including a 401K plan. Mission Valley Bank will not reimburse for reimbursement.

Mission Valley Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Pre-employment background checks are required for all positions.

We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.



Job Posted by ApplicantPro
jobs
Dealing with hard-to-fill positions? Let us help.

Bank specialist job description example 3

North Middlesex Savings Bank, Inc. bank specialist job description

**New Hires are eligible for a $2,500.00 sign on bonus.**

It is the responsibility of the Banking Specialist to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. This is accomplished by focusing on the customer experience, achievement of operational excellence, focus on performance goals, solid decision making, and a commitment to the success of the Bank and of their team.

The Banking Specialist promotes strong customer relationships as follows: conducts a wide array of customer transactions; recommends products and services in conformance with established Bank objectives; and assists customers with questions and problem resolution, as requested.

Customer Experience

Develops an understanding of customers' needs and expectations, ensures that products and services are offered that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate.

Operational Excellence

Ensures quality and accuracy of work. Demonstrates sound technical knowledge, including of Bank products, services and technology services. Stays informed of alerts and other company communications.

Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others.

Teamwork

Is an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment.

Credibility

Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and Bank's strategic goals.

Decision Making

Understands and complies with Bank policies and procedures. Is aware of potential risks and alerts branch supervisors as appropriate. Makes decisions dependably and consistently in alignment with the values and standards of the Bank.

Miscellaneous

Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required.

High School diploma or its equivalent. At least 1-3 years of teller and/or banking specialist experience or similar customer service-related position within banking. Must possess knowledge of basic math principles and be able to perform basic mathematical procedures. Demonstrated customer service, sales, organizational, communication, and interpersonal skills. Must possess strong attention to detail. Must possess at least intermediate technology skills, including knowledge of Microsoft Office. Must attain designation of Notary Public within 6 months. Must be able to work extended and weekend hours. Scheduling and work location flexibility required. Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds.

Middlesex Savings Bank is an EO/AA Employer: Min/Fem/Vet/Disabled

Req #: 4623

Standard Working Hours: Full Time 35-40hrs/Wk: Monday, Tuesday, Wednesday and Friday between 8:15AM and 5:00PM, Thursday between 8:15AM and 6:30PM; a Minimum of 2-3 Saturdays per month 8:30AM to 12:30PM.

External Company URL: www.middlesexbank.com

Street: 2 West Union St.
jobs
Start connecting with qualified job seekers

Resources for employers posting bank specialist jobs

Average cost of hiring
Recruitment statistics
How to write a job description
Examples of work conditions

Bank specialist job description FAQs

Ready to start hiring?

Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.