Personal Banker

Personal Banker (Universal Banker)

Location: 328 Crandon Blvd, Key Biscayne, Miami Beach, FL 33139

Company: Apex Systems

Job Type: Full-time, On-site (5 days/week)

Work Hours: 8:00am – 4:30pm EST

Contract-to-Hire: Potential based on performance and need

About the Role:

Apex Systems is seeking a Personal Banker to join a banking team in Miami Beach. In this customer-facing role, you will be responsible for delivering exceptional client service while managing a wide range of banking products and services. You will work on tasks such as handling client inquiries, account servicing, money transfers, and providing information on banking products. This is an on-site position with the opportunity to transition into a full-time role based on performance.

Key Responsibilities:

• Client Account Servicing: Handle requests related to account maintenance, opening/closing accounts, wire transfers, and fund movements.
• Cash Handling & Balancing: Manage cash transactions, balance cash drawers (including vaults and coins), and ensure accurate records.
• Client Interaction: Respond to client inquiries via phone, email, and in-person, providing detailed and helpful information on products/services.
• Regulatory Compliance: Follow federal regulations and banking guidelines when processing transactions or addressing client needs.
• Team Collaboration: Work with management and banking teams to ensure that client servicing is efficient, accurate, and in compliance with company policies.
• Service Expansion: Assist in identifying opportunities to expand client relationships by offering appropriate banking products/services.

Qualifications:

• Experience: 2-3 years of related banking experience.
• Languages: Fluent in both English and Spanish.
• Client Service Skills: Strong ability to deliver excellent service and resolve client concerns in a professional manner.
• Knowledge: Familiarity with banking regulations, products, and services. Previous experience in a banking environment is preferred.
• Critical Thinking: Ability to think critically and handle multiple client needs simultaneously.
• Communication: Strong verbal and written communication skills.
• Organization: Ability to multitask, stay organized, and work independently as well as part of a team.

Tasks & Responsibilities:

• Execute client account servicing tasks such as opening/closing accounts, transferring funds, and maintaining accurate records.
• Process cash transactions and balance cash drawers daily.
• Maintain knowledge of the latest banking products, services, and compliance requirements.
• Assist with the maintenance of safe deposit boxes and other in-branch duties as needed.
• Support banking audits and provide assistance in the execution of various administrative functions.

Apex Systems Benefits:

• Medical, Dental, Vision: Comprehensive health insurance options.
• Employee Stock Purchase Plan (ESPP): Opportunities to purchase company stock at a discounted rate.
• 401(k) Plan: Company match available after 12 months of employment.
• Health Savings Account (HSA): Offered as part of the High Deductible Health Plan (HDHP).
• Employee Assistance Program (EAP): Includes up to 8 free counseling sessions.
• Training & Development: Access to an on-demand training program, certification prep, and professional development opportunities.

If you're ready to provide top-tier banking services and are fluent in both English and Spanish, this is an exciting opportunity to grow in the banking sector. Apply Now to start your journey with Apex Systems!

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