Job Description
Qualifications
EDUCATION: HS Diploma or GED required
Minimum of 1-2 years of cash handling experience (preferably Teller) required
Benefits
Sign-on bonus of $500.00 to be paid after six months of continuous service
Responsibilities
SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals
Other duties and special projects may be assigned
Receives checks and cash for deposit, verifies amount, and examines checks for endorsements
Cashes checks and pays out money after verification of signatures and customer balances
Enters customers' transactions into computer to record transactions, and issues computer generated receipts
Places holds on accounts as appropriate
Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen
Explains, promotes, refers, or sells Bank products or services such as accounts, loans, and cashier's checks in the branch or via telemarketing
Meets or exceeds assigned goals
Performs outbound calls and sets appointments for Market Leader and/or Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals
Contributes to meeting branch sales goals
Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities
Opens and processes all types of accounts, products, and/or services for customers after consulting with them on their specific needs
Assists customers whenever possible
Refers customer to appropriate business line as needed to ensure customer needs are met
Achieves individual referral goals for cross selling of all credit, non-credit and fee income goals
Maintains knowledge of current products, policies, procedures and regulations as it relates to the position
Adheres to all current policies, procedures and regulations as it relates to the position
Processes transactions from automated teller machine and night depository
Responds professionally to customer inquiries or problems
Assists customers with safe deposit box transactions
Fills in for Financial Specialist Leader when absent
May order daily supply of cash, and counts incoming cash
Under dual control, balances cash in automated teller machines and night depository
Adheres to and complies with applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e
Adheres to Bank policies and procedures and completes required training
Identifies and reports suspicious activity
Job description
Sign-on bonus of $500.00 to be paid after six months of continuous service.
SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
• Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.
• Cashes checks and pays out money after verification of signatures and customer balances.
• Enters customers' transactions into computer to record transactions, and issues computer generated receipts.
• Places holds on accounts as appropriate.
• Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen.
• Explains, promotes, refers, or sells Bank products or services such as accounts, loans, and cashier's checks in the branch or via telemarketing. Meets or exceeds assigned goals.
• Performs outbound calls and sets appointments for Market Leader and/or Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. Contributes to meeting branch sales goals.
• Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities.
• Opens and processes all types of accounts, products, and/or services for customers after consulting with them on their specific needs. Assists customers whenever possible. Refers customer to appropriate business line as needed to ensure customer needs are met.
• Achieves individual referral goals for cross selling of all credit, non-credit and fee income goals.
• Maintains knowledge of current products, policies, procedures and regulations as it relates to the position.
• Adheres to all current policies, procedures and regulations as it relates to the position.
• Processes transactions from automated teller machine and night depository.
• Responds professionally to customer inquiries or problems.
• Assists customers with safe deposit box transactions.
• Fills in for Financial Specialist Leader when absent.
• May order daily supply of cash, and counts incoming cash.
• Under dual control, balances cash in automated teller machines and night depository.
• Adheres to and complies with applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.
EDUCATION: HS Diploma or GED required.
EXPERIENCE:
• Minimum of 1-2 years of cash handling experience (preferably Teller) required.
• Excellent customer service, sales, risk management and cash operations experience preferred.
#J-18808-Ljbffr
$47.18–$78.52 an hour
Full–time and Part-time
EDUCATION: HS Diploma or GED required
Minimum of 1-2 years of cash handling experience (preferably Teller) required
Benefits
Sign-on bonus of $500.00 to be paid after six months of continuous service
Responsibilities
SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals
Other duties and special projects may be assigned
Receives checks and cash for deposit, verifies amount, and examines checks for endorsements
Cashes checks and pays out money after verification of signatures and customer balances
Enters customers' transactions into computer to record transactions, and issues computer generated receipts
Places holds on accounts as appropriate
Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen
Explains, promotes, refers, or sells Bank products or services such as accounts, loans, and cashier's checks in the branch or via telemarketing
Meets or exceeds assigned goals
Performs outbound calls and sets appointments for Market Leader and/or Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals
Contributes to meeting branch sales goals
Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities
Opens and processes all types of accounts, products, and/or services for customers after consulting with them on their specific needs
Assists customers whenever possible
Refers customer to appropriate business line as needed to ensure customer needs are met
Achieves individual referral goals for cross selling of all credit, non-credit and fee income goals
Maintains knowledge of current products, policies, procedures and regulations as it relates to the position
Adheres to all current policies, procedures and regulations as it relates to the position
Processes transactions from automated teller machine and night depository
Responds professionally to customer inquiries or problems
Assists customers with safe deposit box transactions
Fills in for Financial Specialist Leader when absent
May order daily supply of cash, and counts incoming cash
Under dual control, balances cash in automated teller machines and night depository
Adheres to and complies with applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e
Adheres to Bank policies and procedures and completes required training
Identifies and reports suspicious activity
Job description
Sign-on bonus of $500.00 to be paid after six months of continuous service.
SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
• Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.
• Cashes checks and pays out money after verification of signatures and customer balances.
• Enters customers' transactions into computer to record transactions, and issues computer generated receipts.
• Places holds on accounts as appropriate.
• Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen.
• Explains, promotes, refers, or sells Bank products or services such as accounts, loans, and cashier's checks in the branch or via telemarketing. Meets or exceeds assigned goals.
• Performs outbound calls and sets appointments for Market Leader and/or Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. Contributes to meeting branch sales goals.
• Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities.
• Opens and processes all types of accounts, products, and/or services for customers after consulting with them on their specific needs. Assists customers whenever possible. Refers customer to appropriate business line as needed to ensure customer needs are met.
• Achieves individual referral goals for cross selling of all credit, non-credit and fee income goals.
• Maintains knowledge of current products, policies, procedures and regulations as it relates to the position.
• Adheres to all current policies, procedures and regulations as it relates to the position.
• Processes transactions from automated teller machine and night depository.
• Responds professionally to customer inquiries or problems.
• Assists customers with safe deposit box transactions.
• Fills in for Financial Specialist Leader when absent.
• May order daily supply of cash, and counts incoming cash.
• Under dual control, balances cash in automated teller machines and night depository.
• Adheres to and complies with applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.
EDUCATION: HS Diploma or GED required.
EXPERIENCE:
• Minimum of 1-2 years of cash handling experience (preferably Teller) required.
• Excellent customer service, sales, risk management and cash operations experience preferred.
#J-18808-Ljbffr
$47.18–$78.52 an hour
Full–time and Part-time
💡 Quick Summary
Seeking a career-building opportunity? The Financial Specialist | Coral Way Branch position is now open for candidates interested in the Bank Jobs sector. This role in Miami offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.