Posted in General Business 30+ days ago.
Type: Full-Time
Location: Miami, Florida
Personal Banking Officer
Job ID 2024-2166
# of Openings 1
Job Locations US-FL-Miami
Posted Date 17 hours ago (3/18/2024 3:27 PM)
Category Customer Service/Support
Responsibilities
Personal Banking Officer - provides personalized support in all phases of customer service, client relationship building, and account maintenance to a Branch Manager or Relationship Manager. Responsible for acquiring, managing and growing relationships; executing sales activities for new and existing customers. Will perform a wide range of services with customer transactions, including document preparation, account servicing/maintenance, loans, credit analysis, overdrafts, return item processing, customer service inquiries and other general administrative support. Profile all customers to ensure KYCs are updated and completed in a timely manner; in order to comply with established BSA/AML requirements. Provide excellent customer service to new and existing customers in person and by phone. Will also assist the Operation Officer with operational matters as needed
Qualifications
Knowledge and Skills Requirements:
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