Retail Banking Representative

Ocean Bank•Doral, FL

11d•Onsite

About The Position

The Retail Banking Representative is responsible for opening personal and business accounts, ensuring required new-account documentation is collected and properly documented, and cross-selling bank products and services. The role assists customers and branch personnel with account-related inquiries and provides service to customers in person, by email, and by phone, as well as to internal bank departments. The representative also performs teller duties when needed, processing transactions and balancing the cash drawer.

Requirements

High school diploma or equivalent.
At least two years of teller or related financial customer service experience handling cash.
At least one year of banking experience.
Ability to deal with customers in a pleasant and effective manner.
Knowledge of internal bank operations, including wire transfers, debits and credits, and loan payments.
Knowledge of banking products for cross-selling.
Good verbal and written communication, interpersonal, and organizational skills.
Good computer knowledge, including Microsoft Excel, Word, and Outlook.

Nice To Haves

New Accounts experience.

Responsibilities

Open personal and business accounts.
Gather and properly document required new-account documentation.
Cross-sell bank products and services.
Input Know Your Customer (KYC) data and documents.
Assist branch personnel and customers with account-related inquiries.
Provide customer service in person, by email, and by phone, and serve internal bank departments.
Perform teller duties when needed.
Process teller transactions and paying and receiving functions for commercial and personal accounts, including deposits, cashier’s checks, money orders, and cash advances.
Gather Currency Transaction Report (CTR) information for transactions exceeding the established threshold.
Balance the cash drawer.