Banking Specialist

United States·Coral GablesNormalmid

Finance & AccountingPersonal Banker

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Quick Summary

Overview

Banking SpecialistThe Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service,

Technical Tools

Finance & AccountingPersonal Banker

Responsibilities

~1 min read

→Promotes financial services suitable for the client based on profiling, identifying client’s needs, acting as an advocate and partnering with specialists throughout the enterprise.
→Performs cash vault and/or other financial center operational responsibilities as directed.
→Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
→Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan.
→Exceeds client expectation by taking ownership and accountability of the client and making the client’s needs a priority.
→Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth.
→Refers customers' financial needs to other bankers and partners as needed.
→Executes the bank's risk culture and strives for operational excellence.
→Adheres to established policies and procedures while opening/servicing the full range of Retail products.
→Understands competitor products and services and advantages of the organization's banking products and services.

Requirements

~1 min read

2+ years of hands-on experience in retail banking, with a strong background in teller operations and cash handling.
Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities.
Skilled in assisting small business clients and opening new accounts, with a focus on personalized service.
Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions.
Exceptional customer service skills, with the ability to multitask.
Bilingual proficiency in both English and Spanish