Personal Banking Associate
Grove Bank & Trust · Miami, FL · 5 mo ago
FinanceFull-time
Essential Duties And Responsibilities
- Greets, assists and/or directs walk-in clients to the proper department or employee.
- Assists the Personal Banking Officers and Branch Management in the administration and client account servicing including but not limited to account changes, debit card orders and wire transfers.
- Provides administrative support to Branch team in the new account opening process.
- Ensures compliance and proper documentation requirements are met in adherence to internal policies and procedures during the new account opening process and service transactions.
- Supports the Branch with the sales marketing efforts. May participate in sales campaigns and assists with in-house marketing events.
- Performs Teller transactions as necessary.
- Ensures accurate and timely processing of basic and routine retail banking transactions for personal and commercial customers.
- Balances daily work in accordance within established policies and procedures.
- Provides Safe Deposit Box client service including admitting clients to Safe Deposit Box vault, opening new accounts, closing accounts, making changes, inventory, and balancing.
- Provides support to Electronic Banking department as necessary.
Education And/or Experience
- High school diploma or GED equivalent;
- Two years of retail banking related experience including Teller or retail banking client service experience.
Skills
- Excellent customer service and communication skills with the ability to interact effectively with clients by phone or in person in a dynamic work environment.
- Strong knowledge and understanding of standard bank products, policies and procedures.
- Multi-task oriented with strong organizational skills.
- Computer proficient in Outlook, MS Word and Excel.
Benefits
- All candidates for hire will undergo a credit and criminal background check.
- Grove Bank & Trust is a drug-free workplace and an AA/Equal Opportunity Employer - Minorities/Female/Veteran/Disability.