Retail Banking Representative

Ocean BankMiami, FL
Onsite

About The Position

The Retail Banking Representative (Several Dade) is responsible for opening new accounts, personal and business; ensuring the proper documentation for new accounts has been gathered and properly documented, and cross sells banks products/services. In this role you can work onsite from Miami, Florida, United States.

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.
  • 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).

Nice To Haves

  • New Accounts experience preferred.

Responsibilities

  • 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, e-mail and by phone.
  • Provides customer service to the internal departments of the bank.
  • Performs as a Teller when needed.
  • Processes teller transactions at the teller line; performs all teller paying and receiving functions for commercial and personal accounts, including services such as deposits, Cashier's Checks, Money Orders, and Cash Advances.
  • Gathers CTR information for transactions that exceed the established threshold.
  • Balances the cash drawer.
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