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Beal Bank USA · 6 days ago

Retail Banking Specialist

Tampa, FL, US

Full-time

Onsite

Entry, Mid Level

2+ years exp

Beal Bank USA is seeking a Retail Banking Specialist to join their thriving retail banking team. The role involves providing exceptional frontline service and support to customers while ensuring compliance with bank policies and regulations.

BankingCommercialFinanceFinancial ServicesReal Estate InvestmentRetirement

Responsibilities

Process a variety of customer transactions accurately and efficiently in accordance with bank policies, procedures and regulations, including the opening, servicing and closing of all account products (CDs, Money Market, Statement Savings and Retirement Accounts)

Required participation 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 the overall customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging and developing good professional relationships with customers

Perform opening, closing and other branch duties

Balance cash drawer and assist with cash vault balancing

Open and process incoming mail

Complete logs, reports and control checks while maintaining 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 performing quality control checks

Practice branch security procedures and protect customer confidentiality and privacy

Qualification

Customer service experienceBanking software applicationsAttention to detailProblem-solving skillsInterpersonal communicationOrganizational skillsCritical thinkingSelf-motivated

Required

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

Overnight and out of town travel is possible on occasion

Preferred

Prior experience as a teller or new account representative preferred

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

Applicant may be eligible for annual discretionary bonus

Company

Beal Bank USA

Founded in 1988, the Beal Bank family of companies is headquartered in Plano, TX (near Dallas) and comprises one of the largest private financial institutions in the U.S.

Founded in 1988

Plano, Texas, USA

201-500 employees