Personal Banking & Solutions Advisor

Waterfall Bank

Clearwater (FL)

On-site

USD 38,000 - 52,000

Full time

4 days ago

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Job summary

Waterfall Bank in Clearwater, FL seeks a Universal Banker to blend teller and personal banking duties, providing seamless service to clients. You will handle routine transactions, advise on banking products, and support loan applications to meet client goals.

Strong communication and numerical skills are essential for high customer satisfaction and relationship building. The role emphasizes accurate processing, regulatory compliance, and collaboration to achieve branch sales targets while

Qualifications

High school diploma or equivalent required; associate degree or higher preferred.
Previous experience in retail banking or customer service roles.
Basic knowledge of banking products, services, and regulations.
Strong numerical and computer skills, including proficiency with banking software.
Excellent communication and interpersonal skills.

Responsibilities

Process daily banking transactions including deposits, withdrawals, transfers, and payments accurately and efficiently.
Provide personalized financial guidance to customers by assessing their needs and recommending suitable products and services.
Open and close accounts, assist with loan applications, and support customers in resolving account issues or discrepancies.
Maintain compliance with banking regulations and internal policies to ensure security and confidentiality of customer information.
Collaborate with team members and management to meet branch sales goals and deliver exceptional customer service.