Retail Banking Representative
About The Position
The Retail Banking Representative is responsible for opening new accounts, both personal and business. This role ensures that all proper documentation for new accounts is gathered and correctly documented, and actively cross-sells the bank's products and services. The position involves inputting data and KYC (Know Your Customer) documentation, assisting branch personnel and customers with account-related inquiries, and providing high-quality customer service in person, via email, and by phone. Additionally, the representative will serve internal bank departments and perform Teller duties when necessary. This includes processing teller transactions, handling all teller paying and receiving functions for commercial and personal accounts, managing services like deposits, Cashier's Checks, Money Orders, and Cash Advances, gathering CTR information for transactions exceeding the 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
- Interpersonal skills
- 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 has been gathered and properly documented
- Cross-selling bank products/services
- Inputting data and documents KYC (Know Your Customer)
- Assisting branch personnel and customers with any account related inquiry
- Providing quality customer service on a personal basis to customers in person, e-mail and by phone
- Providing customer service to the internal departments of the bank
- Performing as a Teller when needed
- Processing teller transactions at the teller line
- Performing all 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
