Personal Banking Associate

Grove Bank & Trust; Florida; On-site; USD 35,000 - 48,000; Full time

Job summary

Grove Bank & Trust in Coconut Grove, FL seeks a Personal Banking Associate to provide administrative support to Personal Banking Officers and Branch Management, and to assist with account servicing, new account openings, and sales efforts.

Responsibilities include greeting clients, handling teller transactions, and supporting the electronic banking team, while ensuring compliance with policies and procedures. A high school diploma and banking experience are required.

Qualifications

• High school diploma or GED equivalent.
• Two years of retail banking related experience including Teller or retail banking client service experience.
• Excellent customer service and communication skills with the ability to interact effectively with clients by phone or in person in a dynamic work environment.
• Strong knowledge and understanding of standard bank products, policies and procedures.
• Multi-task oriented with strong organizational skills. Computer proficient in Outlook, MS Word and Excel.

Responsibilities

• Greets, assists and/or directs walk-in clients to the proper department or employee.
• Assists Personal Banking Officers and Branch Management in administration and client account servicing including account changes, debit card orders and wire transfers.
• Provides administrative support to Branch team in the new account opening process and ensures proper documentation per internal policies.
• Supports the Branch with sales marketing efforts and may participate in sales campaigns and in-house marketing events.
• Performs Teller transactions as necessary and balances daily work per policies and procedures.
• Provides Safe Deposit Box client service including admitting clients to Safe Deposit Box vault, opening new accounts, closing accounts, making changes, inventory, and balancing.
• Provides support to ElectronicBanking department as necessary.

Skills

Customer service

Communication skills

Education

High school diploma or GED

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Personal Banking Associate

PLATFORM Full Time Grove Bank & Trust, Coconut Grove, FL, US

30+ days ago Requisition ID: 1155

SUMMARY:Provides administrative support to Personal Banking Officers and Branch Management. Performs a variety of client services duties in support of branch account servicing and sales efforts. Performs other related duties as necessary.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Greets, assists and/or directs walk-in clients to the proper department or employee.

Assists the Personal Banking Officers and Branch Management in the administration and client account servicing including but not limited to account changes, debit card orders and wire transfers.

Provides administrative support to Branch team in the new account opening process. Ensures compliance and proper documentation requirements are met in adherence to internal policies and procedures during the new account opening process and service transactions.

Supports the Branch with the sales marketing efforts. May participate in sales campaigns and assists with in-house marketing events.

Performs Teller transactions as necessary. Ensures accurate and timely processing of basic and routine retail banking transactions for personal and commercial customers. Balances daily work in accordance within established policies and procedures.

Provides Safe Deposit Box client service including admitting clients to Safe Deposit Box vault, opening new accounts, closing accounts, making changes, inventory, and balancing.

Provides support to ElectronicBanking department as necessary.

EDUCATION and/or EXPERIENCE

High school diploma or GED equivalent; two years of retail banking related experience including Teller or retail banking client service experience. Excellent customer service and communication skills with the ability to interact effectively with clients by phone or in person in a dynamic work environment. Strong knowledge and understanding of standard bank products, policies and procedures. Multi-task oriented with strong organizational skills. Computer proficient in Outlook, MS Word and Excel.

All candidates for hire will undergo a credit and criminal background check. Only qualified candidates will be contacted.

Grove Bank & Trust is a drug-free workplace and an AA/Equal Opportunity Employer - Minorities/Female/Veteran/Disability.