Exploring the Role of a Relationship Banking Specialist II
A Relationship Banking Specialist II provides an exceptional, customer-centric experience to all clients of the bank. This role requires expertise in account servicing and transactional needs, coupled with a deep understanding of the bank’s products and services. Such professionals are also expected to support other team members in both branch and departmental functions.Source
Key Responsibilities of a Relationship Banking Specialist II
The primary responsibility of a Relationship Banking Specialist II is to offer an amazing customer experience. This includes ensuring customer problems and complaints are handled professionally, efficiently, and to the customer’s satisfaction. The specialist is also expected to promote and cross-sell bank products and services, thereby contributing to the bank’s growth and customer satisfaction.
Additionally, a Relationship Banking Specialist II must be adept at performing all transactions necessary to meet customer needs. This includes client transaction processing, debit card ordering and servicing, online banking setup and servicing, printed check orders, stop payments, holds, and Reg. E Claims, among others. Knowledge of banking rules and regulations is crucial for this role, as is the ability to manage complex or non-routine operational issues independently.
Skills and Abilities Required
The role of a Relationship Banking Specialist II requires a broad set of skills. Strong computer skills, mathematical ability, analytical skills, excellent oral and written communication, and outstanding interpersonal skills are all essential. This role also necessitates effective time management and organizational skills, along with a keen attention to detail.
A comprehensive understanding of banking rules and regulations, particularly the Bank Secrecy Act, is critical. The ability to count cash accurately, interact with coworkers, follow established bank procedures, and accept constructive feedback is also necessary.
Education and Experience
Minimum educational requirements for a Relationship Banking Specialist II include a high school diploma or GED equivalent. Six months’ branch banking experience is preferred, and a minimum of six months’ cash handling experience is required.
Working Conditions
A Relationship Banking Specialist II typically works in a standard office environment with a moderate noise level. The role involves prolonged periods of sitting at a desk and working on a computer. Occasionally, the specialist may need to move about inside the office to access filing cabinets or other office machinery.
Compensation
The pay range for a Relationship Banking Specialist II generally varies from $22.00 to $26.00 per hour, depending on skills, experience, and location.
In conclusion, a Relationship Banking Specialist II plays a key role in providing top-notch customer service, promoting bank products and services, and supporting other team members. This role requires a combination of technical skills, interpersonal skills, and a deep understanding of banking rules and regulations. Source
