Job Summary:
Our client is seeking a Personal Banker who executes and/or submits client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues. This opportunity is located in Key Biscayne, FL.
Duties:
- Handle paying and receiving activities, including cash transactions and daily balancing activities
- Fully understand and adhere to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet
- Balance cash drawers, (i.e. Cash Vault, ECR, Coin Vault) according to procedures
- Develop a strong understanding of required steps involved with each request, communicating with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity
- Maintain a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with bank and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management
Desired Skills/Experience:
- 1+ years of banking experience
- Basic fundamentals of debits, credits, check cashing
- Fluent in English & Spanish
- Knowledge of federal regulation, banking guidelines, banking operations, products and services, acquired through related work experience is preferred
- Strong client service skills, problem solving, and organizational skills are required to identify, research and/or resolve requests
- Ability to think critically and to work well independently and as part of a team
- Strong verbal and written communication skills
Benefits:
- Medical, Dental, & Vision Insurance Plans
- 401K offered
