Banking Services Representative

6 days ago

Boca Raton, Florida, United States Express Employment International Full time
Job Summary

The Retail Banking Representative is a key member of our team, responsible for delivering exceptional customer service and ensuring the smooth operation of our banking services. As a Retail Banking Representative, you will be the primary point of contact for customers, providing personalized support and guidance on a range of banking products and services.

Key Responsibilities
  • Provide exceptional customer service, responding to customer inquiries and resolving issues in a timely and professional manner.
  • Process transactions, including deposits, withdrawals, and transfers, ensuring accuracy and attention to detail.
  • Assist customers with opening new accounts, including personal and business accounts, and ensure all necessary documentation is completed.
  • Cross-sell banking products and services, identifying opportunities to enhance customer relationships and drive business growth.
  • Work collaboratively with branch personnel to ensure seamless customer service and support.
  • Perform teller duties, including processing transactions and balancing the cash drawer.
Requirements
  • High school diploma or equivalent required; two years of teller or related financial customer service experience preferred.
  • Excellent communication and interpersonal skills, with the ability to work effectively with customers and colleagues.
  • Knowledge of internal bank operations, including wire transfers, debits/credits, and loan payments.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple responsibilities.
  • Proficiency in MS Software, including Excel, Word, and Outlook.

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