Retail Banking Representative jobs in United States
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Ocean Bank ยท 13 hours ago

Retail Banking Representative

Ocean Bank is seeking a Retail Banking Representative for their Kendall Branch. The role involves opening new accounts, ensuring proper documentation, and providing quality customer service both in-person and through other channels.

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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
As well as providing customer service to the internal departments of the bank
Also, 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

Qualification

Banking experienceCustomer serviceNew Accounts experienceBank operationsMS Software proficiencyVerbal communicationWritten communicationInterpersonal skillsOrganizational skills

Required

High school diploma or equivalent
At least two (2) years of teller or related financial customer service experience in handling cash
One (1) year of banking experience
Ability to deal with customers in a pleasant and effective manner
Knowledge of internal bank operations (wire transfers, debits/credits and loan payments)
Knowledge 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)

Preferred

New Accounts experience

Company

Ocean Bank

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Ocean Bank is independent state-chartered commercial bank.

Funding

Current Stage
Late Stage

Leadership Team

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Vanessa Lugo Anseume, CPA
SVP & Operating Chief Financial Officer
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Curry Terry
EVP and Chief Operating Officer
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Company data provided by crunchbase