Personal Banker / Retail Banking Specialist

BEAL NEVADA SERVICE CORPORATION • Tampa, FL

11d • Onsite

About The Position

Beal Bank is seeking a Retail Banking Specialist to provide frontline service and support to current and prospective customers at its Tampa location. The role is part of a small, hands-on team and focuses on responsive customer service, product knowledge, effective communication, and adherence to bank policies, procedures, and regulatory requirements. The position is not primarily focused on sales goals. Working hours are 8 a.m. to 5 p.m., Monday through Friday.

The specialist processes customer transactions and account requests, performs teller and branch operations, supports customer inquiries, and helps maintain accurate records, branch security, and customer privacy. The role also requires participation in qualifying Community Reinvestment Act activities during business hours and meeting mandatory monthly branch metrics. Occasional overnight and out-of-town travel is possible.

Requirements

• At least 2 years of customer service experience; the posting states 2–4 years.
• High school diploma or equivalent.
• Professional appearance and demeanor.
• Proficiency with 10-key touch and Microsoft Office.
• Knowledge of, or ability to quickly learn, banking software applications, products, services, policies, procedures, and regulatory guidelines.
• Demonstrated good attendance and punctuality.
• Strong attention to detail and concern for data accuracy.
• Customer-service orientation, effective problem-solving skills, and ability to maintain composure and a positive attitude when interacting with customers and team members.
• Outstanding listening and interpersonal communication skills, both written and verbal.
• Critical-thinking and decision-making skills.
• Excellent organizational skills and demonstrated ability to prioritize and manage multiple projects in a fast-paced environment.
• Self-motivated.

Nice To Haves

• Prior experience as a teller or new account representative.

Responsibilities

• Process customer transactions accurately and efficiently in accordance with bank policies, procedures, and regulations, including opening, servicing, and closing CD, Money Market, Statement Savings, and Retirement accounts.
• Participate in Community Reinvestment Act activities by volunteering during business hours with qualifying organizations and help ensure the branch meets mandatory monthly metrics.
• Conduct teller transactions, including cashing checks, processing deposits and withdrawals, issuing monetary instruments, and placing stop payments.
• Greet and engage customers, develop professional relationships, and contribute to customer satisfaction and the Bank’s professional reputation.
• Perform opening, closing, and other branch duties.
• Balance the cash drawer and assist with cash vault balancing.
• Open and process incoming mail.
• Complete logs, reports, and control checks, and maintain a neat and organized work area.
• Answer incoming calls, respond to customer questions and concerns, and escalate problems or disputes to appropriate internal resources.
• Image documents and perform quality control checks.
• Follow branch security procedures and protect customer confidentiality and privacy.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k) with company match
• 11 paid holidays
• Accrue up to 17 vacation/sick days per year in the first year on a pro rata basis
• May be eligible for an annual discretionary bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED