Client Relationship Banker

2 weeks ago


Boca Raton, Florida, United States Paradise Bank Full time
Job Overview

This role is primarily focused on delivering exceptional customer service to clients with unique banking requirements.

As a versatile banker, this position encompasses both teller and platform responsibilities, aiding in the growth of new and existing client relationships.

Key Responsibilities

Provides outstanding customer service while operating in a fast-paced environment.
Promotes bank services and products effectively.
Handles platform tasks such as account openings/closings, wire transfers, online banking support, and managing certificates of deposit.
Delivers banking services to a varied customer demographic.

Processes deposits and disburses funds in line with bank protocols; accurately records all transactions and reconciles daily operations.

Receives cash and checks for deposit, confirming amounts and verifying check endorsements.
Scrutinizes cash carefully to prevent the acceptance of counterfeit currency, checks, and identification.
Records transactions in the system and issues customer receipts.
Prepares and sells cashier's checks.
Completes additional tasks as assigned by supervisors related to banking operations.

Qualifications and Experience

A bachelor's degree in finance, business, or equivalent training and experience is preferred.
A minimum of three years of experience in banking is required, with a preference for community banking experience.

Must possess strong attention to detail, effective time management, organizational skills, the ability to work independently, multitask, and demonstrate excellent customer service abilities.



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