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Personal Banking Associate

Grove Bank & Trust
Posted 3 months ago, valid for 22 days
Location

Miami, FL 33111, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The position provides administrative support to Personal Banking Officers and Branch Management at Grove Bank & Trust.
  • Candidates must have a high school diploma or GED equivalent and at least two years of retail banking-related experience.
  • The role involves client service duties, new account opening processes, and supporting sales marketing efforts.
  • The salary for this position is not specified but includes performing Teller transactions and Safe Deposit Box client services.
  • Excellent customer service skills and proficiency in computer applications like Outlook, MS Word, and Excel are required.
 
SUMMARY: Provides administrative support to Personal Banking Officers and Branch Management. Performs a variety of client service duties in support of Main Branch account servicing and sales efforts. Performs other related duties as necessary.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Acts as the Main Branch receptionist if covering at Main Branch. Greets, assists and/or directs walk-in clients to the proper department or employee. 
  • Assists the Personal Banking Officers and Branch Management in the administration and client account servicing including but not limited to account changes, debit card orders, and wire transfers.
  • Provide administrative support to the Branch team in the new account opening process. Ensures compliance and proper documentation requirements are met in adherence to internal policies and procedures during the new account opening process and service transactions. 
  • Supports the Branch with the sales marketing efforts. May participate in sales campaigns and assist with in-house marketing events. 
  • Performs Teller transactions as necessary. Ensures accurate and timely processing of basic and routine retail banking transactions for personal and commercial customers.  Balances daily work in accordance with established policies and procedures.  
  • Provides Safe Deposit Box client service including admitting clients to the Safe Deposit Box vault, opening new accounts, closing accounts, making changes, inventory, and balancing. 
  • Provide support to the Online Banking department as necessary.  

EDUCATION and/or EXPERIENCE 

  • High school diploma or GED equivalent; two years of retail banking-related experience including Teller or retail banking client service experience. 
  • Excellent customer service and communication skills with the ability to interact effectively with clients by phone or in person in a dynamic work environment. 
  • Strong knowledge and understanding of standard bank products, policies, and procedures. 
  • Multi-task oriented with strong organizational skills. 
  • Computer proficient in Outlook, MS Word, and Excel. 

All candidates for hire will undergo a credit and criminal background check.  Only qualified candidates will be contacted.  

Grove Bank & Trust is a drug-free workplace and an Equal Opportunity Employer - Veteran/Disability. 




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