Retail Banking Representative
About The Position
The Retail Banking Representative (Miami Lakes) is responsible for opening new accounts, personal and business. This role ensures the proper documentation for new accounts has been gathered and properly documented, and cross sells banks products/services. The position also involves inputting data and KYC (Know Your Customer) documentation, assisting branch personnel and customers with account-related inquiries, and providing quality customer service in person, via email, and by phone, as well as to internal bank departments. Additionally, the representative will perform Teller duties when needed, processing teller transactions, handling paying and receiving functions for commercial and personal accounts, including services like deposits, Cashier's Checks, Money Orders, and Cash Advances. This includes gathering CTR information for transactions exceeding the established threshold and balancing the cash drawer.
Requirements
- High school diploma or equivalent
- At least two (2) years of teller or related financial customer service experience in handling cash
- One (1) year of banking experience required
- Ability to deal with customers in a pleasant and effective manner
- Knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments)
- Knowledgeable of banking products to cross-sell
- Good verbal and written communication skills
- Good interpersonal skills
- Good organizational skills
- Good computer knowledge in MS Software (e.g. Excel, Word, and Outlook)
Nice To Haves
- New Accounts experience preferred
Responsibilities
- Opening new accounts, personal and business
- Ensuring proper documentation for new accounts is gathered and documented
- Cross-selling bank products/services
- Inputting data and documents KYC (Know Your Customer)
- Assisting branch personnel and customers with account-related inquiries
- Providing quality customer service in person, via email, and by phone
- Providing customer service to internal bank departments
- Performing Teller duties when needed
- Processing teller transactions at the teller line
- Performing teller paying and receiving functions for commercial and personal accounts
- Handling services such as deposits, Cashier's Checks, Money Orders, and Cash Advances
- Gathering CTR information for transactions that exceed the established threshold
- Balancing the cash drawer
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
