Bank Teller

1 month ago

Miami, United States EPITEC Full time

POSITION:

Bank Teller


JOB TYPE:

W2 ,Contract


LOCATION:

Miami, FL


JOB SUMMARY FOR BANK TELLER:


  • This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
  • Under direct supervision responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Interacts with clients in person, via telephone and email, responding to inquiries and providing information as requested. Responsible for executing and/or submitting various administrative and operational activities related to clients, banking products and services. Primary activities may include establishing and/or submitting requests for new accounts, closing accounts, account maintenance, money movements, as well as addressing client inquiries.



RESPONSIBILITIES FOR BANK TELLER:


  • 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
  • 2. Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres 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
  • 3. Develops 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
  • 4. Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management
  • 5. Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools and seeks to expand knowledge of the latest enhancements to client technology and/or systems in order to maintain highest standards of servicing
  • 6. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available
  • 7. Keeps informed of new or existing and Wealth Management products, services and compliance requirements to respond to client questions and to assist in selling services which results in expanding the overall client relationship
  • 8. Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager



REQUIRED EXPERIENCE FOR BANK TELLER:


  • 2-3 years of related experience
  • 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
  • Provide exceptional service to clients, COIs, vendors, partners and prospects in a professional and respectful manner with every interaction.
  • Greet clients and visitors by making eye contact and using their name, when known. Phones are answered promptly using a professional tone.
  • Seek advice and guidance from your manager, Partner Support Services or Regional Banking Administration, following the chain of command, when issues arise and it is uncertain whether a proposed course of action will adhere to the bank’s procedures, and protocols as well as regulatory and compliance standards.



SKILLS AND QUALIFICATIONS FOR BANK TELLER:


  • Be able to provide examples of the following:
  • Demonstrates a deep understanding of current operating procedures.
  • Maintains a satisfactory audit record by achieving acceptable monthly and/or quarterly audits with no repeated risk issues
  • Strong, quick proficiency in navigating across programs in an effective and efficient manner.
  • Documentation of special assignments or projects



Why should you choose Epitec?

We started Epitec with a single focus, “Placing People First.” Knowing every good endeavor begins with listening and understanding, we’ve set about challenging every part of the employment process. Bringing the proper connections together for the perfect fit.


How is Epitec different?

Epitec gets to know our prospective employees, using these insights to locate the perfect placement for you. We are there, every step of the way. Providing a best-in-class compensation package combined with the opportunity to grow financially and personally through your work.


What is the result?

Epitec represents the world’s top companies and works to fill their open jobs with the world’s best talent. That’s led to Epitec servicing an impressive list of Fortune 100 companies. We've also won many awards, including one of Crain’s Detroit Business “Cool Places to Work,” and 101 Best & Brightest – local, national and elite winner. And that’s just the beginning, as we work to innovate the way the world thinks about employment.

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