Summary

The Product Documentation Specialist will be responsible to build and develop “Relationships for a Lifetime” with our Cannabis and Hemp customers. Responsibility for ensuring that all paperwork is in order to open new MRB accounts.

Essential Duties

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

Ensure correct documents are received to assure we continue to Build Relationships with current and future MRB customers
Will be involved in all areas of new and continuing business

· Order debit cards through the Card Issuance website or issue debit cards from the branch Pic station.

· Order personal and commercial checks, deposit tickets and stamps.

· Opens personal and business DDA Accounts, CD’s and IRA’s as well as educating the customer and promoting Online Banking, Bill Pay, Direct Deposit, Debit Cards, etc.

· Assists customers with Online Banking inquiries

· Navigates multiple computer systems, applications, and utilizes search tools to find information.

Regularly reporting to management specific progress towards the strategic objectives in terms of product deployments and support.
Exercise judgment and discretion in projects to develop by prioritizing, planning, tracking, and reporting project progress.
Work with other department to adhere to common goals for Herring Bancorp and promote good communication and co-ordination between departments.

· Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority.

· Will handle a high volume of inbound calls from assigned call queues and should seek to create a positive experience for each caller. Listen to customers to understand the reason for their call, address all questions or complaints, and provide an accurate and efficient response.

· Uncovers opportunity to cross-sell the Bank’s products and services, referring customers to appropriate staff as indicated.

· Receives and processes stop payment and hold orders.

· Provides an effective customer experience and assists in resolving problems within given authority.

· Answers telephones and directs callers to proper Bank personnel.

· May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.)

· Maintains files, copies and faxes documents.

· Follows all bank policies and procedures by adhering to the Control Binder

· Operate computer terminal and other office machinery to process transactions, count currency, scan signature cards and complete other required tasks as needed.

· Resolve account service issues and respond to client inquiries promptly, professionally, and efficiently.

· Foster teamwork in the branch to ensure a positive overall customer experience and positive work environment.

· Proactively cross sell clients, engaging in discussions regarding additional products and services provided by the bank and referring the clients to appropriate staff.

· Processes wire transfers.

· Participate in bank training to enhance skill set and meet compliance requirements.

· Perform duties related to opening and closing the bank as prescribed by supervisor.

· Assist in daily opening and closing of the vault to retrieve night deposits, fulfill cash needs, and balancing.

· Regularly assess supply levels of bank tickets, forms and general office supplies making sure there are always sufficient levels to operate the branch. Order necessary supplies if delegated to do so by supervisor.

· Must participate in referral programs and achieve minimal referral expectations for the team and individual goals.

Must participate in new customer prospecting through existing customers, outside sales calls, business new-hire orientations, community or pre-scheduled events

· Must be organized, self-motivated and team player

· Ability to operate a personal computer

· Punctuality and good attendance are imperative

· Cross-sell the Bank's other products and services, referring customers to appropriate staff as indicated.

· Foster teamwork in the branch or department to ensure a positive overall customer experience and positive work environment.

· Answer Telephones, answer questions and direct to the correct Bank personnel

· Participate in bank training to enhance skill set and meet compliance requirements.

· Non-Exempt - Ability to work your schedule up to 40 hours with little or no overtime and complete tasks assigned..

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.


Must be able to pass a background and Credit check

· High school diploma or general education degree (GED); and 2 years of 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. At least 2 Years of Banking experience, along with opening new accounts is preferred. Educational experience, through in-house training sessions, or an Associate’s degree in Business or Accounting Preferred.

· Complete in-house training based on requirements set up for this position, or an Associate’s degree in Business or Accounting

· Ability to present information to new or present clients, selling them on the value of banking with Herring Bank.

· BSA knowledge is a requirement, understanding the FinCEN requirements when acquiring customers.

· Manage the process of the MRB new account acquisition, following up with Compliance and new accounts to verify everything is received and in good order.

· 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; count currency, coin and negotiable instruments in a timely manner.

· Maintain working relationships with current customers and develop relationships with new customers.

· Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, 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.

· 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.

· Excellent social and networking skills to support the community bank image

· Complete in-house training based on requirements set up for this position

· Proven ability to provide an Excellent Customer Experience

· Basic skills in computer terminal and personal computer operation; word processing and spreadsheet software.

· Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, speak clearly to customers and employees.

· Effective Time management skills

· Ability to maintain confidentiality at all times

· Ability to work with minimal supervision while performing duties.

· Ability to deal with routine problems involving multiple facets and variables.

· Must follow company policies, all state and federal laws, regulations and guidelines

· Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

The incumbent must be able to perform this position safely, without endangering the health or safety to themselves or others.


Secondary Duties

The position of Product Documentation Specialist performs duties specific to the position and other functions as assigned.

Supervisory Responsibilities

The position of MRB Onboarding Specialist I has no supervisory responsibility.

Environment and Physical Activity

The environment for this position is an open office that is mostly clean and comfortable and includes driving a Bank or personal-owned vehicle approximately 60% of the time which includes exposure to the outside weather elements and moving mechanical parts. It may include some minor annoyances such as noise, odors, drafts, etc. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will.

The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 10 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.

The incumbent for this position may operate any or all of the following: telephone, copy and fax machines, calculator, computer terminal, personal computer and related printers


Mental Demands

The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

MEMBER FDIC – EQUAL OPPORTUNITY EMPLOYER
This is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other and/or different tasks be performed as assigned.

This is a remote position.

We are an equal opportunity employer and 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.

Herring Bank

Herring Bank was founded in 1899, by Colonel C.T. Herring. Colonel Herring lived in Vernon, TX and saw a need for a bank. The cattleman would drive their cattle from Oklahoma through Vernon to Fort Worth to sell their cattle. When the cattleman sold their cattle and they went back to Oklahoma they were loaded with cash. Oklahoma was know as the badlands for a good reason, when the cattleman crossed in to Oklahoma they could lose their life and it was a sure bet that they would lose their money. With a bank in Vernon, TX, Herring Bank, they could deposit their funds and when they crossed into Oklahoma, the badlands, they would not lose their money, so the thieves had no reason to rob them

At Herring Bank we “Build Relationships for a Lifetime” come join us at our family owned bank.

Company Website: www.herringbank.com

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I was referred to this position by a current employee

Who referred you?

Herring Bank

MRB Onboarding Specialist I

Location

Fully Remote - US

Type

Full Time

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Herring Bank

Company Website: www.herringbank.com

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