Retail Banking Representative

Ocean Bankshares; Orlando (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Ocean Bankshares in Orlando, FL is seeking a Retail Banking Representative to open new personal and business accounts and to assist customers with inquiries. You will gather documentation, perform teller duties when needed, and balance cash drawer on a daily basis.

The role requires familiarity with banking operations, strong communication, and a customer-first approach. Onsite location in Orlando and a full-time schedule are expected.

Qualifications

• Minimum two years of teller or related financial customer service experience.
• Knowledge of internal bank operations and banking products to cross-sell.
• Good verbal and written communication, interpersonal and organizational skills.
• Proficient with MS software (Excel, Word, Outlook).

Responsibilities

• Open new accounts and ensure proper documentation for personal and business banking.
• Assist customers with account inquiries and cross-sell bank products and services.
• Perform teller transactions and balance cash drawer as needed.

Skills

Customer service

Cross-selling

Cash handling

Banking operations

MS Office

Education

High school diploma or equivalent

Tools

MS Excel

MS Word

Outlook

Job description

Overview

The Retail Banking Representative (Orlando) 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 Orlando, Florida, United States