Herring Bank

New Account Specialist I

Location

Colorado Springs

Type

Full Time

Benefits:
  • Health insurance
  • Paid time off
  • Vision insurance
  • 401(k)
  • 401(k) matching
  • Dental insurance

New Account Specialist I

Employment Type: Full-Time or Part-Time
FLSA Status: Non-Exempt
Schedule: Monday–Friday, with some Saturdays; flexible schedule typically between 8:00 AM and 5:00 PM

Position Summary

Herring Bank is seeking a New Accounts Specialist I to provide exceptional customer service while supporting the day-to-day operations of the branch. This position serves as a key point of contact for customers and assists with routine banking transactions, account openings, online banking support, and relationship-building efforts.

The ideal candidate will have prior retail banking experience, strong customer service skills, and the ability to accurately perform banking transactions while maintaining compliance with operational and regulatory requirements.

Key Responsibilities

  • Process retail and commercial transactions, including deposits, withdrawals, loan payments, and official checks.
  • Balance a daily cash drawer and perform vault transactions within established limits.
  • Open and maintain consumer deposit accounts and CDs.
  • Assist customers with online banking and bill pay, including password resets, navigation, and account access troubleshooting.
  • Answer incoming calls professionally, remain available within the call queue, and appropriately direct customer inquiries.
  • Greet customers promptly and provide professional, high-quality service.
  • Identify customer needs and make appropriate referrals to bank products, services, and specialists.
  • Perform wire transfers and stop payments and assist with ordering checks and debit cards.
  • Support ATM and safe deposit box procedures.
  • Follow all compliance, security, and operational procedures, including BSA/AML requirements and applicable privacy laws.
  • Participate in branch opening and closing procedures and maintain established branch security standards.
  • Order and maintain branch supplies and assist with general administrative responsibilities.
  • Cross-train to support commercial account openings, community engagement initiatives, and consumer account secondary reviews.
  • Assist with quality control procedures by developing familiarity with commercial account secondary review processes.
Qualifications

Education & Experience

  • High school diploma or GED required; Associate degree preferred.
  • Minimum of 3 years of retail banking experience required.
  • Proven leadership and mentoring experience within a branch setting.
Skills & Competencies

  • Strong customer service and communication skills.
  • Proficiency in basic math and computer applications, including Microsoft Office.
  • Strong time management and problem-solving abilities.
  • Knowledge of banking regulations and the ability to maintain confidentiality.
  • Ability to manage multiple priorities and work effectively in a fast-paced branch environment.
  • Must be able to successfully pass a background check.
Working Conditions

This position may require extended hours to meet deadlines or address urgent organizational needs. The role involves regular interaction with customers and employees and may require standing, walking, sitting, reaching, and lifting up to 20 pounds.

MEMBER FDIC – EQUAL OPPORTUNITY EMPLOYER

This job posting is not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions associated with the position. Management reserves the right to revise the position or assign additional duties as business needs require.
Compensation: $19.00 - $21.00 per hour

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.

Company Website: www.herringbank.com

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