Retail Banking Representative
Ocean Bank · Miami, FL · 2 days ago
Business DevelopmentFull-time
Responsibilities
- Inputs data and documents KYC (Know Your Customer).
- Affords assistance to branch personnel and customers with account-related inquiries.
- Provides quality customer service to customers in person, via email, and by phone.
- Assists internal departments within the bank with customer service needs.
- Performs as a Teller when necessary.
- Processes teller transactions at the teller line.
- Performs all teller paying and receiving functions for commercial and personal accounts, including services like deposits, Cashier's Checks, Money Orders, and Cash Advances.
- Gathers CTR information for transactions exceeding the established threshold and balances the cash drawer.
Qualifications
- A high school diploma or equivalent with at least two (2) years of teller or related financial customer service experience in handling cash.
- One (1) year of banking experience required.
- New Accounts experience preferred.
- The ability to deal with customers in a pleasant and effective manner.
- Knowledge of internal bank operations (wire transfers, debits/credits, and loan payments) and banking products to cross-sell.
- Good verbal and written communication skills, interpersonal, and organizational skills.
- Good computer knowledge in MS Software (e.g., Excel, Word, and Outlook).