Personal Banking Assistant - BSC at Ocean Bank in Miami, Florida

Job Description:

Personal Banking Assistant - BSC

Job ID 2022-2021

# of Openings 1

Job Locations US-FL-Miami

Posted Date 1 month ago (10/25/2022 11:27 PM)

Category Administrative/Clerical

Responsibilities

The Personal Banking Assistant in the Banking Service Center is responsible for assisting the BSC Department with administrative responsibilities, personalized support in all phases of customer service, account maintenance and other tasks as assigned. This position provides support to all branches, Wealth Management, and IBC with all customer service related issues. Also, the role provides customer assistance through e-mail and online requests submitted and serves a back up to the Contact Center when needed. The Personal Banking Assistant must also comply with all related CIP and BSA/AML requirements. The Personal Banking Assistant must also comply with all established CIP and BSA/AML requirements.

Qualifications

• Bachelor's Degree in Business Administration (Finance preferred) with one (1) year of banking experience required, directly related to servicing customers in retail banking branch operations , or a Two Year College Degree with a minimum of four (4) years of banking experience required, directly related to servicing customers in retail banking branch operations; or equivalent combination of education and experience.


• Must be able to understand and implement job related policies and procedures.


• Experience working in a team (sales and service), and high quality service advocacy.


• Must be able to resolve problems and adjusts tactics in response to changing circumstances.


• Must have the capability to prioritize, budget time and maintain work priorities.


• Must be able to work under pressure.


• Must be able to work a flexible schedule based on department needs.


• Must be knowledgeable in internal bank operations (wire transfers, debits/credits and loan payments).


• Must possess excellent organizational, analytical, interpersonal, written and verbal communication skills (English/Spanish required).


• Must be able to work in a fast-paced environment.


• Computer knowledgeable in MS Software, (e.g. Excel, Word, and Outlook).


• Knowledgeable with Fedlink, Pure Cloud, Finser and KACE applications


• Knowledgeable with Streamline and e-Sign


• Comprehension of banking laws and applicable compliance regulations such as the Bank Secrecy Act/AML and Patriot Act is required.

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