Retail Banking Representative

Overview

The Retail Banking Representative (Kendall Branch) is responsible for opening new accounts, including personal and business accounts; ensuring the proper documentation for new accounts has been gathered and properly documented, and cross-sells bank products/services.

• Inputs data and documents KYC (Know Your Customer).
• Assists branch personnel and customers with any account-related inquiry.
• Provides quality customer service on a personal basis to customers in person, via e-mail, and by phone, and supports internal bank departments.
• Performs as a Teller when needed, processing teller transactions and all teller paying and receiving functions for commercial and personal accounts, including deposits, Cashier's Checks, Money Orders, and Cash Advances.
• Gathers CTR information for transactions that exceed the established threshold and balances the cash drawer.

• High school diploma or equivalent with at least two (2) years of teller or related financial customer service experience in handling cash and one (1) year of banking experience required. New Accounts experience preferred. Must possess the ability to deal with customers in a pleasant and effective manner.
• Must be knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell.
• Must possess good verbal and written communication skills, interpersonal, and organizational skills.
• Must possess good computer knowledge in MS Software (e.g., Excel, Word, and Outlook).

Job Posting

Location:

In this role you can work onsite from Miami, Florida, United States.