Job Detail

Personal Banker

Personal Banker

New Edge Associates Inc

Miami, FL

Job ID : 374f2f7156306c306b674639394e693548413d3d

Job Description :

MUST BE BILINGUAL ENGLISH & SPANISH

Personal Banker Responsibilities:

  • Recommending and explaining banking services and products to clients based on their needs.
  • Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
  • Presenting and selling banking services and products to existing and prospective clients.
  • Referring clients to in-house financial experts and/or relevant bank departments, such as mutual funds, and trust management, when necessary.
  • Preparing documentation to open or close accounts, including obtaining signatures, and assigning account numbers, when necessary.
  • Processing applications for credit cards, safe deposit boxes, and loan requests.
  • Verifying bank account details upon client request.
  • Discussing bank policies and procedures and any changes affecting policies and procedures, with clients.
  • Resolving client queries and complaints.
  • Performing administrative duties, such as data entry, as needed.

Job Type: Full-time

Pay: $42,000.00 - $58,000.00 per year

Experience level:

  • 1 year

Physical setting:

  • Office

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday

Ability to commute/relocate:

  • Miami, FL 33176: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Cash handling: 1 year (Required)
  • Banking: 1 year (Required)
  • Customer service: 1 year (Required)

Work Location: One location

Company Details :

Name : New Edge Associates Inc

Headquarter : Miami, FL

Revenue : Unknown / Non-Applicable

Size : Unknown

Type : Company - Public

dutch-tavern.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, dutch-tavern.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, dutch-tavern.com is the ideal place to find your next job.

Details

: Miami, FL

: 42000 - 58000 USD ANNUAL

: Today

Share Job :

Related Jobs

Norwalk, CT

78000 - 100000 USD ANNUAL

Full Time

Assess each patient and develop appropriate rehabilitation goals. The Physical Therapist will accurately evaluate and diagnose patients, both physician

HVAC Sales

A&G Refrigeration, Inc.

Thibodaux, LA

Full Time

Your duties are also to assist HVAC specialists who install, troubleshoot, and repair HVAC equipment by contacting customers, providing quotes about the

Shawano, WI

55 USD HOURLY

Full Time

Must possess a valid drivers license. Have a current NP license to practice in the State of Wisconsin. Provide proof of successful completion of a Family

Tax Preparer / Accountant

Vanlue, PC Certified Public Accountant

Salem, OR

30 - 38 USD HOURLY

Full Time

We practice social distancing and wear masks if clients prefer them. \* 1-3 years of income tax preparation experience. Job Types: Full-time, Temporary.

Cashier

Jerome's Carmel Valley Market

Carmel Valley, CA

Full Time

Processing customer transactions and requests in a fast, courteous, and efficient manner. Customer service oriented and able to multitask. Must be 18+ yrs old.