Client-Focused Personal Banker — Service Leader

Beal Bank USA; Scottsdale (AZ); Presencial; USD 42 000 - 64 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, dental and vision coverage

401K with company match

11 paid holidays

Up to 17 vacation/sick days first year

Discretionary annual bonus

Resumo da oferta

Beal Bank USA is seeking a Retail Banking Specialist to provide frontline service to customers and ensure compliance with bank policies and regulations. The role includes handling a range of transactions, account openings, and branch responsibilities while maintaining accuracy and security.

Ideal candidates have 2–4 years of customer service experience, proficiency with 10-key and Microsoft Office, and the ability to learn banking software quickly.

Qualificações

• Prior teller or new account experience preferred.
• Minimum 2-4 years customer service experience.
• High School diploma or equivalent required.
• Proficiency with 10-key and Microsoft Office; ability to learn banking software.

Responsabilidades

• Process customer transactions accurately per bank policies and regulations (account openings, servicing, closings).
• Perform teller duties: cash checks, deposits, withdrawals, and issue Monetary Instruments.
• Balance cash drawer and assist with cash vault balancing; maintain organized work area.
• Answer calls, address questions, escalate issues to internal resources as needed.
• Image customer documents and perform quality control checks on imaged documents.
• Support CRA activities to meet monthly goals.
• Engage customers to enhance satisfaction and protect confidentiality.

Conhecimentos

10-key touch

Microsoft Office

Banking software

Customer service

Communication

Attention to detail

Multitasking

Problem solving

Formação académica

High School diploma or equivalent

Ferramentas

Banking software applications

Descrição da oferta de emprego

Beal Bank USA is seeking a Retail Banking Specialist to provide frontline service to customers and ensure compliance with bank policies and regulations. The role includes handling a range of transactions, account openings, and branch responsibilities while maintaining accuracy and security.

Ideal candidates have 2–4 years of customer service experience, proficiency with 10-key and Microsoft Office, and the ability to learn banking software quickly.