Service Support Specialist Trust - Greenfield, United States - Greenfield Banking CO

Description

EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Description

SUMMARY

The Service Support Specialist role is responsible for the daily operational service and support of the Trust and Wealth Management division including daily reconcilement. The ideal candidate will partner with a team of Trust Officers and Wealth Advisors to support the daily administration activities of Trust and Wealth Management clients. The Service Support role requires skills in navigating trust and wealth management computer applications, and various Microsoft programs such as Excel, Word, and PowerPoint, in addition to a working knowledge of Adobe Acrobat. Attention to detail and a high focus on customer service are required. Creating an exceptional "Client Experience" is central to the Service Support Specialist position.

ESSENTIAL DUTIES

1. Display a positive attitude.
2. Work well within a team dynamic.
3. Is proficient in Microsoft Excel, Adobe Acrobat & PowerPoint.
4. Establish and maintain positive relations with external and internal customers.
5. Is responsible for comprehensive, prompt and efficient customer service.
6. Greet clients and maintain the department lobby.
7. Account database updates, data processing, maintain the department webpage and online banking sites, disperse department mail, monthly statement production, daily account and custodian reconciliations and other research and reports as requested.
8. Thorough knowledge of how to navigate bank's software systems.
9. Successful completion of any internal training classes as requested.
10. Attend IBA classes and seminars as requested.
11. Completion of all annual training requirements.
12. Cross-sell the Bank's products and services, refer customers to appropriate staff as indicated.
13. Provide effective customer service and assist in resolving problems within given authority.
14. Perform general clerical duties as assigned.
15. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
16. Demonstrate knowledge of and adherence to Equal Employment Opportunity (EEO) policy; show respect and sensitivity for cultural differences; educate others on the value of diversity; promote working environment free of harassment of any type; build a diverse workforce and support affirmative action.
17. Assure compliance with all Bank policies and procedures and all applicable state and federal banking laws, rules and regulations.
18. Complete administrative tasks correctly and on time; support the Bank's goals and values; benefit the Bank through outside activities.
19. Perform the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• High school diploma or general education degree (GED); or related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a cash handling and/or customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
• Basic experience, knowledge and training in branch operation activities, terminology and products and services.
• Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
• Advanced skills in computer terminal and personal computer operation; host computer system; word processing and spreadsheet software.
• Basic typing skills to meet production needs of the position.
• Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors.
• Effective verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
• Ability to deal with routine problems involving multiple facets and variables in standardized situations.
• Good organizational and time management skills.
• Ability to work with general supervision while performing duties.
• Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

Please note that this job description is not inclusive of all activities, duties or responsibilities that are required of this position. Duties, responsibilities and activities are subject to change at any time with or without notice.

This position is currently accepting applications.