Overview :
The Retail Banking Representative (Boca Raton Branch) 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.
Inputs data and documents KYC (Know Your Customer).
Responsibilities :
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 Boca Raton, Florida, United States
Retail Banking Representative
The Retail Banking Representative (Boca Raton Branch) 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. High school diploma or equivalent with at least...
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