Ephrata National Bank · 19 hours ago
Customer Transaction Specialist
Strasburg Branch Office, Strasburg, PA, US
Full-time
Onsite
Entry, Mid Level
$18.70/hr - $24.73/hr
2+ years expEphrata National Bank is seeking a Customer Transaction Specialist to join their Retail Banking team. This role serves as the first point of contact for customers, providing efficient and friendly service while processing financial transactions and supporting a range of customer banking needs.
BankingFinancial ServicesInsurance
Responsibilities
Process a variety of branch transactions accurately and efficiently, including: Cash and check deposits, Loan and credit card payments, Internal and external funds transfers, Processing of negotiable instruments (checks, drafts), Issuance of official checks and money orders, Follow all policies, procedures, and applicable regulations to ensure compliance and mitigate risk
Assist customers with opening new consumer deposit accounts, including checking, savings, CDs, and money market accounts
Guide customers through account features, disclosures, and documentation
Ensure all account opening activities are completed accurately, securely, and in compliance with regulatory requirements (e.g., CIP, BSA/AML)
Provide prompt, courteous, and knowledgeable support for a wide range of customer banking needs, including: Debit card issuance, activation, replacements, and dispute assistance, Stop payment requests and check reorders, Navigation and troubleshooting for online and mobile banking platforms, Setting up travel notifications and fraud alerts, General account maintenance such as address changes or name updates, Investigate and resolve basic account discrepancies and service issues
Create a welcoming environment by proactively engaging with customers and building rapport
Actively listen to understand customer goals and identify appropriate banking solutions
Educate customers on digital banking tools and self-service options to enhance their banking experience
Educate customers on ENB’s digital tools and self-service channels to enhance convenience and financial confidence
Recognize opportunities to improve a customer’s financial wellness
Refer customers to ENB business partners as appropriate, including: Consumer Lending (auto loans, personal loans, home equity lines), Mortgage Banking, Small Business Banking, Investment and Wealth Management, Merchant Services, Commercial Lending, Agriculture Lending, Cash Management
Maintain precise and error-free transaction processing and recordkeeping
Balance cash drawer daily, ensuring accuracy and security of negotiable items
Adhere to internal controls, operational procedures, and all regulatory compliance standards
Assist in branch operational duties as needed, including audits, reporting, and branch security protocols
Qualification
Required
High school degree or GED required
2-4 years of relevant experience preferred (will consider experience within various industries that offer a transferable skill set)
Excellent listening, verbal and written communication skills
Must have a professional appearance and manner
Expected to participate and successfully complete appropriate educational classes as required
Benefits
Medical plans with prescription drug coverage
Health savings account and/or flexible spending account
Dependent care flexible spending account
Dental and vision insurance
Life insurance
401(k) program with employer match
Employee Stock Purchase Plan
Paid time off programs including holiday pay, jury duty, and bereavement
Disability insurance coverage
Maternity and parental leave
Educational assistance
Robust wellness program with financial incentives
Company
Ephrata National Bank
Ephrata National Bank is an independent community bank that provides personal and business banking services.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$20M2021-01-07Debt Financing· $20M
Leadership Team
J
Jeffrey Stauffer
President & CEO
Recent News
GlobalFinTechSeries
2022-04-20
Company data provided by crunchbase