Retail Banking Representative

About the role

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 bank products/services. In this role you can work onsite from Orlando, Florida, United States.

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.
• Provides customer service to the internal departments of the bank.
• 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.
• Ability to deal with customers in a pleasant and effective manner.
• Knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of 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).