02 September 2022
Personal Banker

Personal Banker –Brickell
Direct Hire / Permanent
Miami, Florida
$37,000 - $45,500


Background:
Our client, a leading diversified financial institution, has engaged us to find their next Personal Banker- who will be responsible for providing complete customer services including opening accounts, selling bank services and products, and gathering information needed to efficiently process new and existing accounts.
 
Essential Duties and Responsibilities:
 
  • Ensure the branch production goals are
  • Promote and service all the deposit products available at the bank and open all types of accounts, including checking, CDs, IRAs, Business Accounts and Safe Deposit Boxes.
  • Execute integrated sales and relationship strategies that are in alignment with the area business plan to achieve desired revenue and service hurdles.
  • Provide Treasury and Lending specialists with qualified referrals for cross-
  • Conduct sales initiatives through adequate
  • Ensure effective customer retention and growth through ongoing sales and servicing
  • Ensure implementation of the Bank’s customer service philosophy in regards total customer satisfaction (knowledge, courtesy, appearance, responsiveness, accuracy, and communication).
  • Prepare documents and assist customers in the signing of documents to process
  • Input information to create account data file of new
  • Perform any maintenance changes on existing customer’s account, such changes of address, title, or rate changes.
  • Promote and answer questions regarding the various lending products the bank
  • Answer customer questions and assists customers with all needs, such as: Safe Deposit boxes, issuing ATM cards, statements, rates, overdrafts, issue temporary checks, etc.
  • Assist in implementing operational policy, ensuring transactions are processed in compliance with federal, state and bank requirements.
  • Maintain IRS/SEP file maintenance and reports, as the liaison to Bankers
  • Maintenance of all
  • Assist customers on overdraft and delinquent
  • Serve as teller backup as
Qualifications:
  • Five years banking experience or in a similar job is required or equivalent combination of education and experience
  • Good mathematical and communications skills
  • A formal training in banking products and/or processing new accounts
  • Good understanding of financial products, loan documentation, and business objectives of a real-estate lending department
  • Strong knowledge of Microsoft Office
 
 
                              At ttg, “We believe in making a difference One Person at Time,” ttg OPT.