Job Description

Job Summary:

Our client is seeking a Universal Banker / Personal Banker to join their team! This position is located in Miami, Florida.

Duties:

• Executes and/or submits client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues
• Handles paying and receiving activities, including cash transactions and daily balancing activities
• Understands and adheres to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet
• Balances cash drawers, (Cash Vault, ECR, Coin Vault) according to procedures
• Develops a strong understanding of required steps involved with each request, communicating with relationship management and teams as appropriate to obtain necessary information to properly execute the requested activity
• Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with risk management and compliance guidelines and procedures, promptly escalating any issues and/or concerns to management
• Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools and seeks to expand knowledge of the latest enhancements to partners and client technology and/or systems in order to maintain highest standards of servicing
• Assists with maintenance and servicing of safe deposit boxes in offices where available
• Keeps informed of new or existing products, services and compliance requirements to respond to client questions and to assist in selling services which results in expanding the overall client relationship
• Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager
• Engages with Personal Banking Manager/Team Leader or appropriate business unit subject matter experts to explore potential opportunities for clients
• Provides exceptional service to clients, COIs, vendors, partners and prospects in a professional and respectful manner with every interaction
• Answers phones promptly using a professional tone

Desired Skills/Experience:

• 2+ years of related experience (personal banker, universal banker, bank teller)
• Knowledge of federal regulation, banking guidelines, banking operations, products and services, acquired through related work experience is preferred
• Strong client service skills, problem solving, and organizational skills are required to identify, research and/or resolve requests
• Ability to think critically and to work well independently and as part of a team
• Strong verbal and written communication skills

Benefits:

• Medical, Dental, & Vision Insurance Plans
• Employee-Owned Profit Sharing (ESOP)
• 401K offered

The approximate pay range for this position is between $15.00 and $22.00 . Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.

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