PERSONAL BANKING ASSOCIATES

Job Summary:

MUST BE BILINGUAL ENGLISH & SPANISH

Preferably coming from a community bank or from credit unions.

Responsibilities include working closely with clients to determine their banking needs and to provide individualized service by providing tailored banking solutions. Should have a professional appearance and a customer-focused attitude. You should be courteous, efficient, helpful, and accurate. You must successfully build and maintain long-term relationships with clients and be able to resolve issues regarding client accounts, effectively and efficiently, in order to ensure maximum client satisfaction.

Essential Duties & Responsibilities:

Assisting customers with processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies, and answering questions.
Informing customers about bank products and services.
Tracking, recording, reporting, and storing information related to transactions, bank supplies, and customers, ensuring all information is accurate and complete.
Maintaining and balancing cash drawers and reconciling discrepancies.
The ideal candidates will have platform experience, opening accounts, customer service, operations and everything related to personal banking.
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.

PERSONAL BANKING ASSOCIATES

Job Summary:

Essential Duties & Responsibilities:

Minimum Requirements:

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