What are the responsibilities and job description for the Retail Banking Representative position at Ocean Bank?
Overview
Responsibilities
The Retail Banking Representative is responsible for opening new accounts, personal and business; ensures the proper documentation for new accounts has been gathered and properly documented, and cross sells banks products/services. Inputs data and documents KYC (Know Your Customer). Assists Relationship Managers and customers with any account related inquiry. Also, processes teller transactions at the teller line; performs all teller paying and receiving functions for commercial and personal accounts, including services such as deposits, Cashier's Checks, Money Orders, and Cash Advances. Provides excellent customer service to new and existing customers in person and by phone.
Qualifications
Knowledge and Skills Requirements:- High school diploma or equivalent with at least two (2) years of teller or related financial customer service experience in handling cash and one (1) year of banking experience required.
- Must possess the ability to deal with customers in a pleasant and effective manner.
- Must be knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell.
- Must possess good verbal and written communication skills, interpersonal, and organizational skills.
- Must possess good computer knowledge in MS Software, (e.g. Excel, Word, and Outlook).
