Banking Specialist III
Company: Orrstown Bank
Location: Cockeysville
Posted on: April 5, 2026
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Job Description:
About the Role: The Banking Specialist III will serve as the
primary new account and loan representative for the branch. This
position will demonstrate strong client conversational skills
utilizing the Bank defined conversation strategy. In addition, the
Banking Specialist III will engage in conversational discovery with
a client, aligning the needs of the client with the appropriate
solution, client value recognition and commitment in a repeatable
fashion to support their assigned goal attainment. As required, the
Banking Specialist III may also provide support in processing
paying/receiving transactions for client requests. The Banking
Specialist III will possess good judgement and decision-making
skills to ensure a sound balance of maintaining all areas of risk
while also considering the client experience. Minimum
Qualifications: A high school diploma or equivalent. A minimum of
two (2) years of experience in related banking positions with
specialized banking and sales training. One (1) year of experience
in a related banking position may be considered with the completion
of a post-secondary 4-year degree. Three (3) years of demonstrated
success in outside sales may be considered in lieu of banking
experience. NMLS Registry required post hire. Preferred
Qualifications: Bank product and services training. Familiarity
with financial software. Responsibilities: Through active
engagement in client conversation and financial need exploration,
supports the branch market plan/business plan to support
achievement of assigned quarterly and annual goals, specifically
deposit & loan growth, credit card sales, and leveraging business
partner relationships to collaborate and support partner referral
goals. Identifies sales and service-to-sales opportunities,
supporting the acquisition and expansion of client relationships.
Advanced knowledge of all Bank products, services, and usage
channels, to identify client account and lending needs. This
knowledge will include both personal and business product types.
Technically proficient in all channels of client delivery to
include on-line banking, mobile banking, debit card management,
etc. Supports all marketing and sales strategies through active
engagement in outbound calling activities to clients, identifying
sales opportunities and making appropriate recommendations in
support of goal attainment. Demonstrates proficiency of all
operating systems, to support both the new account and loan
origination processes, services transactions and overall client
relationship management. The Banking Specialist III would serve as
the primary new account representative in the branch. Performs
notarial acts as needed, per state defined guidelines to support a
positive client experience. Supports a positive client experience
by performing all teller transactions accurately and balancing
teller cash drawer as needed. Will provide necessary overrides for
various transactions in support of sound risk management. Assists
with branch opening and end-of-day processes. Supports onboarding
of new associates within the financial center, specifically serving
as a mentor/coach for new associates through on the job
training/job shadowing. In partnership with the Branch Operational
Specialist, assumes management of required operational reporting,
including review of overdrawn accounts, delinquent loan reporting,
and past due safe deposit boxes. Responsible for understanding the
Bank’s BSA/AML Policy, including satisfactory completion of
required annual BSA/AML training as applicable to position and
appropriately applying this knowledge to daily activities and
responsibilities, specifically understanding that any suspicious
activity must be reported to the BSA Officer immediately.
Satisfactorily completes all required annual regulation, sales, and
service training. Skills: Proficient reading, verbal, and written
communication, mathematical, computer, and interpersonal relations
skills; strong attention to detail and be organized; clear
understanding of bank products and services to cross-sell to
clients; adept at cross-selling bank products and services; be
knowledgeable of and adhere to security procedures. Benefits: At
Orrstown Bank, our employees are our most valuable asset. Our
benefits package is designed to help our team achieve work/life
balance, maintain a healthy lifestyle, and plan for the future.
Medical insurance Dental insurance Vision insurance Long-term
disability Short-term disability Employee, spouse and dependent
life and AD&D insurance Flexible spending account Dependent
care spending account Employee stock purchase plan
401(k)/profit-sharing program Paid time off Paid holidays Paid
parental leave Employee service recognition
Keywords: Orrstown Bank, Baltimore , Banking Specialist III, Accounting, Auditing , Cockeysville, Maryland
