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

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Details

: Miami, FL

: 42000 - 58000 USD ANNUAL

: Today

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