Relationship Banking Specialist

Grove Bank & Trust; Miami (FL); On-site; USD 38,000 - 58,000; Full time

Job summary

Grove Bank & Trust in Miami, FL seeks a Personal Banker to offer and sell financial products to consumers and businesses, delivering excellent customer service and contributing to growth. The role focuses on managing client relationships, referrals, and staying compliant with policies.

The position is full-time, on-site in Miami, requiring strong communication skills and the ability to handle multiple banking tasks and referrals to partners.

Qualifications

• Bachelor’s degree in Business or related field; five years of Personal Banking experience in a customer-centric and goal-oriented environment.
• Strong product knowledge and understanding of standard branch banking policies and procedures.
• Excellent customer service skills with the ability to cross-sell bank products and services.
• Excellent verbal and written skills with exceptional influencing skills.

Responsibilities

• Provides a complete range of customer service activities including problem resolution; account maintenance; wire transfer requests and approvals; transaction overrides.
• Manages a client relationship portfolio with a focus on building and retaining customer relationships.
• Participates in sales development activities to promote branch growth; conducts referrals follow-up and visits to clients.
• Uncovers clients’ assets and financial needs; recommends consumer and commercial products; refers to business partners.
• Stays current on policies; follows security controls to protect the branch against risk.

Skills

Customer service

Cross-selling

Relationship management

Verbal communication

Written communication

Education

Bachelor’s degree in Business or related field

Tools

MS Word

Excel

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 Banker

Platform Full Time Miami, FL, US

30+ days ago Requisition ID: 1072

SUMMARY :Responsible for offering and selling financial products and services to consumers and business new and existing customers. Ensures customer service excellence and contributes to the bank’s growth and profitability. Performs other related duties as necessary.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provides a complete range of customer service activities including, but not limited to: problem resolution; account maintenance and changes; internal transfer and wire transfer requests and approvals; transaction overrides; NSF, uncollected items, and service charge approval and rejections. May be assigned a higher level of override and approval authority if in the role of Officer.
• Creates an excellent customer experience and consistently exceeds customer’s expectations. Manages a client relationship portfolio with a focus on building and retaining customer relationships. Acts as the primary contact for assigned accounts and ensures timely delivery of quality service and issue resolution. Assists walk-in clients.
• Participates and assists in the execution of sales development activities to promote the growth of the branch’s customer relationship portfolio. Conducts referrals follow-up; calls and visits to new and existing clients; and participates in community or industry-related functions.
• Uncovers clients’ and prospects’ assets and financial needs; determines appropriate consumer and commercial products and services; recommends solutions to meet those needs. Will also make appropriate referrals to business partners including investment, wealth management, trust, and commercial lending.
• Minimizes the bank's liability exposure by adhering to established policies and procedures, internal controls, and legal and regulatory guidelines. Stays current on applicable branch policies and regulations. Follows established security controls to protect the branch against criminal and fraudulent activities and unnecessary risk or exposure.
• Ensures compliance and proper documentation requirements are met in adherence to internal policies and procedures during the new account opening process and service transactions.

QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

EDUCATION and/or EXPERIENCE

• Bachelor’s degree in Business or related field; five years of Personal Banking experience in a customer-centric and goal-oriented environment; or a combination of education and experience.
• Strong product knowledge and understanding of standard branch banking policies and procedures.
• Excellent customer service skills with the ability to cross-sell bank products and services.
• Excellent verbal and written skills with exceptional influencing skills.
• Computer proficient in MS Word and Excel.

This position is not Remote or Hybrid. Local Applicants Only.

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 Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to protected veteran status and will not be discriminated against on the basis of disability. If you need a reasonable accommodation at any stage of the application or interview process, please contact us at 305-808-3713.