Posted in General Business 21 days ago.
Type: Full-Time
Location: Miami, Florida
Personal Banking Officer - IBC
Location US-FL-Miami
ID 2024-2188
Category Sales
Position Classification Hybrid
Overview
The Personal Banking Officer in the IBC Department is responsible for coordinating activities for the IBC Retail segment, managing the day-to-day functions to ensure tasks are completed timely and accurately.
Responsibilities
Manages the process for all referred accounts from the branches, Contact Center and online banking; is the first point of contact with prospects and current customers; manages and performs the account opening process for all accounts that are assigned in the retail segment. Based on the customer balance and after determining if customer qualifies to be in the retail segment area, delegate the account management to IBC Management/area. Coordinates the tasks for the IBC Retail segment portfolio, provides support in all phases of customer service, client relationship building and account maintenance; and identifies growing profitable relationships and transfers them to the IBC premier team when appropriate. Also manages the IBC customer service inbox and delegate to the respective parties. In addition, responsible for providing excellent customer service to a large portfolio of clients, maintain favorable relations and respond to incoming customer inquiries and requests in a timely manner. Also provides operational and customer service support to the Wealth Management Division as needed.
Qualifications
Job Posting Locations
In this role you can work hybrid from Miami, Florida, United States
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