Sr. Banking Support Specialist (Universal Banker)

Position Overview

Our Sr. Banking Support Specialists deliver exceptional service to our internal, external, and prospective clients by performing a variety of service transactions. This position will primarily support the Private Relationship Manager with account servicing functions and occasionally provide coverage for teller functions as needed. Sr. Banking Support Specialists also serve as a resource for other team members, offering guidance and sharing best practices to foster team development and uphold service excellence. This particular Sr. Banking Support Specialist position will provide support to the Bayshore Office.

Primary Duties and Responsibilities

• Consistently delivers outstanding client service with a friendly, can-do attitude, and willingness to help at all times.
• Acts as a cultural ambassador to internal and external clients, providing an exceptional experience with each interaction.
• Develops rapport with internal and external clients by being proactive and timely with requests, while displaying a caring attitude.
• Performs account opening, maintains a balancing record, and processes routine Teller transactions in line with policy.
• Initiates conversations to uncover client needs for Bank products and services.
• Effectively refers clients to the appropriate business partner to meet their financial services' needs.
• Utilizes problem solving skills to determine and correct cash outages and to enlist assistance, as needed, for more difficult errors.
• Performs account opening, closing and maintenance.
• Grows and maintains a well-developed working knowledge of the complete line of products and services offered at the Bank, taking responsibility to keep up to date and request assistance for further development needs.
• Serves as a subject matter expert with respect to policy and procedures, bank operations, cash recycler assistance, bank software & systems, internal audit, etc. and provides guidance to other employees as needed.
• Works in a team environment, interacting with co-workers and management in a positive manner.
• Maintains a position of trust and responsibility by keeping all client business confidential.
• Grows and maintains a well-developed working knowledge of Bank policies and procedures and takes responsibility to keep up to date on any changes. Responsible for notifying management when additional training / development is needed.
• Demonstrates advanced knowledge of compliance, regulatory, and banking policies and procedures.
• Adapts interpersonal style to highly diverse individuals and groups in a range of situations and anticipates change and adapts own plans and priorities accordingly.
• Demonstrates ability to identify and escalate potential fraud or suspicious activity
• Coaches and supports Banking Support Specialists and other staff to be successful in their roles.
• Backs up Service Assistant Manager, as well as Banking Representatives as necessary, to include working on the teller line.
• Supports the Personal Relationship Manager in business development and sales focus.
• Acts as an administrative back-up to the Private Relationship Manager (i.e. assists with credit applications, etc).
• Adapts interpersonal style to highly diverse individuals and groups in a range of situations.
• Anticipates change and adapts plans and priorities accordingly.
• Demonstrates clear and effective communication across all levels of the organization.
• Recognizes and responds appropriately to complex or sensitive client and colleague needs, ensuring thoughtful and empathetic communication.
• Uses a variety of software platforms and utilizes a wide range of features or options for a given platform, to produce the desired result.

This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

Minimum Qualifications

Preferred Qualifications

Our Way

Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work

Make a meaningful difference in our community through our service and financial support

Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and maintain open and forthright communication with our regulators

Benefits

You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight :

THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER

A DRUG FREE WORKPLACE

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