Retail Banking Representative

Ocean Bank; Florida; Presencial; USD 22.000 - 30.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Banking experience

Cash handling

KYC

Cross-selling

MS Office

Educación

High school diploma or equivalent

Herramientas

MS Excel

Banking systems

Descripción del empleo

The Retail Banking Representative (Downtown Doral) 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 Doral, Florida, United States