Service Specialist

Summary: Full-Time Monday-Friday, available some Saturdays

Essential Job Functions

• Demonstrate Legacy Bank and Trust corporate values in every situation and interaction.

• Possess knowledge of all banking products, including other lines of business within the bank. Stay current on new products, pricing, and cross-sell opportunities within retail and other departments of the bank.

• Open/close depository accounts and facilitate maintenance on existing accounts. Review for accuracy and compliance.

• Uncover needs and deepen customer relationships by identifying needs and recommending appropriate bank products.

• Assist with internet banking and debit card requests.

• Perform basic and complex daily teller functions (cash handling, balancing of drawers, vaults, coin machine, etc.)

• Consistently provide exceptional customer service and appropriately manage customer complaints.

• Comply with bank policy, laws, and regulations.

• Complete all required training as well as ABA assigned courses.

• All other duties as assigned.

Knowledge, Skills, Abilities, Competencies

• Strong cultural values

• Excellent verbal skills and customer service delivery

• The ability to handle multiple functions at the same time

• Quick independent decision-making skills

• Cash handling skills

• Microsoft Word, Excel, and Outlook experience

Education and Experience

• High School Diploma or equivalent

• Two or more years of customer service experience

Physical Requirements

Onsite Position

• Seeing: Must be able to see well enough to see computer screen and read documents (75-100% of work time spent on activity).

• Hearing: Must be able to hear well enough to communicate with customers, vendors, and employees (75-100% of work time spent on activity).

• Sitting: Must be able to sit for long periods of time (50-74% of work time spent on activity).

• Standing/Walking: Must be able to move about office (75-100% of work time spent on activity).

• Climbing/Stooping/Kneeling: Must be able to stoop or kneel to pick up paper products or materials (25-49% of work time spent on activity).

• Lifting/Pulling/Pushing: Must be able to lift up to 10 pounds (0-24% of work time spent on activity).

• Grasping/Feeling: Must be able to write, type and use technical equipment (75-100% of work time spent on activity).

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Benefits

• 401(k)

• 401(k) matching

• Dental insurance

• Flexible spending account

• Health insurance

• Life insurance

• Paid time off

• Vision insurance

The statements herein are intended to describe the general nature and level of work being performed but are not to be seen as a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment and are subject to change at the discretion of the employer. Legacy Bank and Trust is an Equal Opportunity Employer.