Jobs · Finance · Florida

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.

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