Retail Banking Associate: New Accounts & Cross-Sell (Doral)

Ocean Bank; Florida; On-site; USD 22,000 - 30,000; Full time

Job summary

Ocean Bank in Downtown Doral seeks a Retail Banking Representative to open new personal and business accounts, ensuring proper documentation and cross-selling bank products and services.

The role includes handling KYC inputs, assisting branch staff and customers with inquiries, providing personable service in person, by email or by phone, and performing teller duties when needed to balance the cash drawer.

Qualifications

• High school diploma or equivalent; at least two years teller or related financial customer service experience.
• One year banking experience required; knowledge of internal bank operations helpful.
• Ability to cross-sell banking products and services; strong communication and organizational skills.

Responsibilities

• Open new personal and business accounts and ensure proper documentation.
• Assist customers with account-related inquiries and provide high-quality service.
• Perform teller transactions when needed and balance cash drawer; gather CTR info for large transactions.

Skills

Banking experience

Cash handling

KYC

Cross-selling

MS Office

Education

High school diploma or equivalent

Tools

MS Excel

Banking systems

Job description

Ocean Bank in Downtown Doral seeks a Retail Banking Representative to open new personal and business accounts, ensuring proper documentation and cross-selling bank products and services.

The role includes handling KYC inputs, assisting branch staff and customers with inquiries, providing personable service in person, by email or by phone, and performing teller duties when needed to balance the cash drawer.