Retail Banking Specialist (for Monet Bank)

About the role

Retail Banking Specialists at Monet Bank (operating under the Beal Bank Texas charter) provide exceptional frontline service and support to current and prospective customers. This role focuses on ensuring all bank policies, procedures, and regulatory compliance are adhered to through effective communications, strong product knowledge, and a friendly, responsive approach.

Responsibilities

• Process a variety of customer transactions accurately and efficiently, including the opening, servicing, and closing of all account products (CDs, Money Market, Statement Savings, and Retirement Accounts).
• Participate in Community Reinvestment Act (CRA) activities by volunteering during business hours with qualifying organizations, ensuring all mandatory monthly metrics for the branch are met.
• Conduct teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
• Enhance customer satisfaction and the professional reputation of the Bank by greeting, engaging, and developing good professional relationships with customers.
• Perform opening, closing, and other branch duties, balance cash drawer, assist with cash vault balancing, open and process incoming mail, complete logs, reports, and control checks, and maintain a neat and organized work area.
• Answer incoming phone calls, address customer questions and concerns, and escalate any problems or disputes to appropriate internal resources for resolution.
• Image documents and perform quality control checks.
• Practice branch security procedures and protect customer confidentiality and privacy.

Qualifications

• Prior experience as a teller or new account representative preferred.
• Minimum 2-4 years customer service experience.
• High School diploma or equivalent required.
• Professional appearance and demeanor.
• Proficiency with 10 key touch, Microsoft Office, and knowledge of or the ability to quickly learn banking software applications.
• Demonstrated good attendance and punctuality.
• Strong attention to detail with high concern for data accuracy.
• Customer service orientation with effective problem-solving and ability to maintain composure and a positive attitude when interacting with customers and team members.
• Outstanding listening and interpersonal communication skills, both written and verbal.
• Knowledge of or ability to quickly learn banking products, services, policies, procedures, and regulatory guidelines.
• Critical thinking and decision-making skills.
• Excellent organizational skills with proven ability to prioritize and manage multiple projects in a fast-paced environment.
• Self-motivated.

Benefits

• Medical, dental, and vision coverage.
• 401K with company match.
• 11 paid holidays.
• Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis.
• Eligible for annual discretionary bonus.

Pay

Compensation is commensurate with experience.

Schedule

Based at Monet Bank's Addison, TX location with working hours from 8am to 5pm Monday through Friday.