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

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