Retail Banking Representative
About The Position
The Retail Banking Representative (Mobile Dade Branches) 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. This role involves inputting data and documents for KYC (Know Your Customer), assisting branch personnel and customers with account-related inquiries, and providing quality customer service in person, via email, and by phone. The representative also provides customer service to internal bank departments and performs Teller duties when needed, including processing teller transactions, handling paying and receiving functions for commercial and personal accounts, and gathering CTR information for transactions exceeding the established threshold.
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
- Open new personal and business accounts.
- Ensure proper documentation for new accounts is gathered and documented.
- Cross-sell bank products and services.
- Input data and documents for KYC (Know Your Customer).
- Assist branch personnel and customers with account-related inquiries.
- Provide quality customer service in person, via email, and by phone.
- Provide customer service to internal bank departments.
- Perform Teller duties as needed, including processing teller transactions.
- Perform teller paying and receiving functions for commercial and personal accounts.
- Process services such as deposits, Cashier's Checks, Money Orders, and Cash Advances.
- Gather CTR information for transactions exceeding the established threshold.
- Balance the cash drawer.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
