Retail Banking Representative

Ocean Bank; Coral Gables (FL); On-site; USD 21,000 - 28,000; Full time

Job summary

Ocean Bank in Coral Gables is seeking a Retail Banking Representative to open new accounts, assist customers, and cross-sell banking products. The role emphasizes accurate documentation and excellent service in person, by email, and by phone.

You will handle teller duties when needed and support branch operations, with a focus on compliance and customer care in a fast-paced, friendly environment.

Qualifications

• High school diploma or equivalent with at least two years of teller or related customer service experience.
• Knowledge of internal bank operations and banking products to cross-sell.
• Strong verbal and written communication, interpersonal and organizational skills.
• Proficient in MS Office (Excel, Word, Outlook).

Responsibilities

• Open new accounts and ensure proper documentation.
• Assist customers with account inquiries and provide quality service in person, by email, and by phone.
• Perform teller duties when needed, including deposits, cashier's checks, money orders, and cash advances.
• Gather CTR information for transactions over the threshold and balance the cash drawer.

Skills

Customer service

Cross-selling

Communication skills

Cash handling

Education

High school diploma or equivalent

Tools

MS Excel

MS Word

MS Outlook

Job description

The Retail Banking Representative (South Miami) is responsible for opening new accounts, personal and business; ensuring the proper documentation for new accounts has been gathered and properly documented, and cross sells banks products/services.

Responsibilities

Inputs data and documents KYC (Know Your Customer). Assists branch personnel and customers with any account related inquiry. Provides quality customer service on a personal basis to customers in person, e-mail and by phone. As well as providing customer service to the internal departments of the bank. Also, performs as a Teller when needed. Processes teller transactions at the teller line; performs all teller paying and receiving functions for commercial and personal accounts, including services such as deposits, Cashier's Checks, Money Orders, and Cash Advances, gathers CTR information for transactions that exceed the established threshold and balances the cash drawer.

Qualifications

• High school diploma or equivalent with at least two (2) years of teller or related financial customer service experience in handling cash and one (1) year of banking experience required. New Accounts experience preferred. Must possess the ability to deal with customers in a pleasant and effective manner.
• Must be knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell.
• Must possess good verbal and written communication skills, interpersonal, and organizational skills.
• Must possess good computer knowledge in MS Software, (e.g. Excel, Word, and Outlook).

Job Posting Locations

In this role you can work onsite from Coral Gables, Florida, United States