Client-Focused Personal Banker & Relationship Builder

Grove Bank & Trust; Miami (FL); On-site; USD 52,000 - 70,000; Full time

Job summary

Grove Bank & Trust in Miami, FL is seeking a Customer Service/Personal Banking professional to offer and sell financial products, manage a client relationship portfolio, and ensure superior service for both new and existing customers.

You will handle problem resolution, account maintenance, transfers, and referrals to partners while adhering to policies, procedures, and regulatory guidelines to support branch growth and profitability.

Qualifications

• Strong product knowledge and understanding of branch banking policies.
• Excellent customer service skills with ability to cross-sell bank products.
• Excellent verbal and written communication skills.
• Proficiency with MS Word and Excel.

Responsibilities

• Provide a complete range of customer service activities including problem resolution and account maintenance.
• Handle internal and wire transfer requests and approvals; manage overrides when applicable.
• Develop client relationships and manage a portfolio with a focus on growth and retention.
• Promote branch sales; perform referrals and visits to new and existing clients; assist walk-in customers.
• Ensure compliance with policies, procedures, and regulatory guidelines during new accounts and service transactions.

Skills

Product knowledge

Customer service

Verbal & written skills

MS Word

MS Excel

Education

Bachelor's degree in Business or related field

5 years Personal Banking experience

Tools

MS Word

MS Excel

Job description

Grove Bank & Trust in Miami, FL is seeking a Customer Service/Personal Banking professional to offer and sell financial products, manage a client relationship portfolio, and ensure superior service for both new and existing customers.

You will handle problem resolution, account maintenance, transfers, and referrals to partners while adhering to policies, procedures, and regulatory guidelines to support branch growth and profitability.