Jobs
>
Doral

    Associate Banker - Doral, United States - We Florida Financial

    We Florida Financial
    We Florida Financial Doral, United States

    3 weeks ago

    Default job background
    Description
    Job Description

    Job Description


    Purpose:


    The primary function of this job is to provide outstanding service to members by promoting and selling Credit Union ...

    (Banking) services and products services to new and existing members and by fully using job-relevant technical skills,

    maintaining/updating

    technical skills, and seeking to enhance service skills.

    This position is a three-level job progression track, which requires the employee to be proficient in one or more of the following areas:

    1) provide teller services to members, 2) perform back-office

    teller/administrative

    duties, and 3) provide service delivery coordination to members.

    Requires the employee to be proficient in a minimum of one function within the first year of employment. Position advancement will occur when an additional skill is achieved.

    All front-office positions are high visibility/high volume and require the ability to make decisions within established guidelines, the willingness to work within a sales environment, and the ability to be a team player in an organization that values the spirit of teamwork.

    Required Core Position Functions
    Responsible for meeting established sales goals for WFF products and services
    Responsible for producing sales referrals for new accounts and loans as assigned
    Utilize empowerment matrix
    Follow WFF's service guidelines
    Possess thorough knowledge of all products and services
    Explain Credit Union products/services to members
    Refer members to appropriate departments as required
    Process member account inquiries and respond to member problems
    Assist in end-of-day processing
    Adhere to work environment maintenance standards
    Assist in maintaining membership records confidentially
    Notarize documents for members and staff
    Monitor lobby to identify potential security risk
    Perform specific and delegated duties as assigned by management

    Essential Functions (employee must be proficient in one or more of the following three areas):

    Associate Banker Function

    Provide excellent member services at all times
    Process and post monetary and related transactions
    Process checks and apply appropriate holds
    Perform internal teller-related duties including identifying cross-selling opportunities and referring members to other teammates.
    Follow established cash drawer and cash handling procedures
    Reconcile/balance cash and transactions within guidelines
    Follow established security procedure
    Process night drop and mail deposits
    Ensure confidentiality of member account information
    Deter fraud whenever possible
    Responsible for resolving member inquiries and account disputes
    Activate new accounts
    Close existing accounts as needed
    Knowledge of Cash Dispensing Machine operations and balancing (if applicable)
    Responsible for compliance with Bank Secrecy Act and Credit Union procedures related to completion and filing of Currency Transaction Reports

    Back-Office Associate

    Banker/Administrative

    Function

    Balance branch
    Maintain vault using established procedures
    Process cash shipments (incoming, outgoing, and ordering)
    Receive and sell cash/coin
    Prepare coin/mutilated money shipments
    Balance and audit Cash Dispensing Machine (if applicable)
    Maintain reserve supplies and balance money order inventories, official/cashier's checks, and other stock as may be assigned
    Process large ATM deposits
    Balance ATM
    Process night depository deposits, if applicable
    Assist with Branch audits
    Coach other Associate Bankers
    Train new Associate Banker and provide continual mentoring for Associate Banker trained
    Open additional savings-products using established procedures
    Cross-sell products/services when appropriate and close sales
    Provide error resolution and effectively solve complex account service issues

    Service Delivery Coordination

    Greet members in branch locations and determine the nature of member's business
    Ensure members receive service in a timely manner
    Demonstrate the use of service delivery systems and direct members to the appropriate delivery channels
    Display a thorough knowledge of all Credit Union products/services and explain products/services to members
    Demonstrate knowledge of Phone Service and Support Services job functions
    Demonstrate knowledge of safe deposit box procedures
    Process member account inquiries and assist members with problem resolutions
    Cross-sell additional products/services when appropriate and close sales
    Responsible for producing sales referrals for new accounts and loans as assigned
    Exhibit advanced profiling techniques
    Explain Credit Union products/services to members
    Follow established security procedures
    Discuss loan products and processes
    Explain and offer all deposit related products to members
    Provide basic IRA transactions
    Responsible for following up with members utilizing the Onboarding and pipeline management process.

    Job Qualifications

    Knowledge of:
    Cash handling procedures
    Products/services
    Policies/procedures

    and service philosophy
    Safety/security programs (i.e., false alarms, robberies, bomb threats and extortion)
    In-house computer system
    Regulatory understanding


    Skills :

    Vision:
    Ability to complete necessary paperwork

    Speech/Hearing:
    Ability to communicate verbally with staff, members, and vendors

    Manual Dexterity:
    Ability to perform necessary computer-related input

    Physical Mobility:
    Requires significant finger manipulation, hand-arm manipulation, hand/arm steadiness, eye/hand/foot coordination, limb movement without visual control, hand/ear coordination may require standing for long periods of time


    Ability to:
    Understand/Follow moderately complex written and oral instructions
    Express oneself clearly/concisely, both orally/in writing
    Prioritize multiple member requests (handle daily routine with moderate freedom to interpret and act upon various situations)
    Present a

    professional/personable

    personality to reinforce WFF's professional image
    Interact with multiple departments daily
    Work within precise standardized guidelines with some latitude to take initiative
    Possess

    versatility/flexibility

    to successfully serve as a back up to other positions as required
    Possess

    creativity/resourcefulness

    to complete assigned duties without constant supervision
    Possess mental concentration to resolve basic problems, which are relatively redundant
    Keep personal work updated and accurate
    Accept limited responsibility for funds/records
    Accept responsibility for access to confidential data and member account information

    Education/Experience

    High school level of language, math, and reasoning skills
    Two years' experience in a related field with equal responsibilities
    Formal training should be supplemented with continuing internal and external education and self-development programs

    Language
    Ability to speak French/Creole is a plus

    #J-18808-Ljbffr
  • Citigroup Inc

    Associate Banker

    1 week ago

    Citigroup Inc Doral, United States

    The Associate Banker Senior is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within ...

  • Citigroup Inc

    Associate Banker Lead

    1 week ago

    Citigroup Inc Doral, United States

    The Associate Banker Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires ...

  • Wells Fargo

    Associate Personal Banker

    3 weeks ago

    Wells Fargo Doral, United States

    By using a Site or interacting with a Wells Fargo advertisement or page or account on a third party site, you consent to this Policy, including your consent to our use and disclosure of information about you in the manner described in this Policy. · Associate Personal Banker (SAF ...

  • Citigroup Inc

    Associate Banker Senior Manager

    3 weeks ago

    Citigroup Inc Doral, United States

    THIS NOTICE IS BEING POSTED IN CONNECTION WITH THE FILING OF AN APPLICATION FOR PERMANENT ALIEN LABOR CERTIFICATION. ANY PERSON MAY PROVIDE DOCUMENTARY EVIDENCE BEARING ON THE APPLICATION TO THE CERTIFYING OFFICER OF THE U.S. DEPARTMENT OF LABOR AT THE FOLLOWING ADDRESS: · Unite ...

  • Citi

    Associate Banker Senior Manager

    1 week ago

    Citi Doral, United States

    THIS NOTICE IS BEING POSTED IN CONNECTION WITH THE FILING OF AN APPLICATION FOR PERMANENT ALIEN LABOR CERTIFICATION. ANY PERSON MAY PROVIDE DOCUMENTARY EVIDENCE BEARING ON THE APPLICATION TO THE CERTIFYING OFFICER OF THE U.S. DEPARTMENT OF LABOR AT THE FOLLOWING ADDRESS: · Unite ...

  • We Florida Financial

    Associate Banker

    3 weeks ago

    We Florida Financial Miami, United States

    Job Description · Job DescriptionPurpose: The primary function of this job is to provide outstanding service to members by promoting and selling Credit Union ... (Banking) services and products services to new and existing members and by fully using job-relevant technical skills, ...

  • Bank of Montreal

    Associate Banker

    2 weeks ago

    Bank of Montreal Mabel, United States

    Application Deadline:05/21/2024 Address:101 E. Newburg Ave. Job Family Group:Retail Banking Sales & Service. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial s Customer Experience, Banker, ...

  • Fifth Third

    Personal Banker Associate II

    4 days ago

    Fifth Third Fort Lauderdale, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Selected candidates are intended to become a Retail Personal Banker II after completin ...

  • Fifth Third Bank, N.A.

    Personal Banker Associate II

    3 weeks ago

    Fifth Third Bank, N.A. Fort Lauderdale, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Selected candidates are intended to become a Retail Personal Banker II after completin ...

  • Fifth Third

    Personal Banker Associate II

    3 weeks ago

    Fifth Third Fort Lauderdale, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Selected candidates are intended to become a Retail Personal Banker II after complet ...

  • PNC Financial Services Group

    Personal Banker

    2 weeks ago

    PNC Financial Services Group Pinecrest, United States

    Job Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...

  • Seacoast Bank

    Commercial Banking Coordinator II

    5 days ago

    Seacoast Bank Doral, United States

    Job Description · Job Description · JOB SUMMARY: · Responsible for supporting the Commercial Banking client service channel by coordinating the activities of the assigned Bankers. Serves as a catalyst to accelerate achievement of client business goals by ensuring Commercial Ban ...

  • Seacoast Bank

    Commercial Banking Coordinator II

    4 days ago

    Seacoast Bank Doral, United States

    JOB SUMMARY: · Responsible for supporting the Commercial Banking client service channel by coordinating the activities of the assigned Bankers. Serves as a catalyst to accelerate achievement of client business goals by ensuring Commercial Bankers, clients and business partners ar ...

  • The Federal Savings Bank

    Inside Mortgage Banker

    3 weeks ago

    The Federal Savings Bank Doral, United States

    The Federal Savings Bank is expanding our top inside sales team We seek experienced, high energy call center/consumer direct mortgage bankers to work bank-provided leads on a 50-state platform in our up and coming · Miami, FL · branch. There is absolutely NO COLD CALLING requir ...

  • City National Bank

    International Banker

    2 weeks ago

    City National Bank Doral, United States

    The International Banker is responsible for building, managing, and retaining a portfolio of international affluent individuals, and entrepreneurs. The Banker expectation is to meet and exceed goals by developing new Wealth and Depository relationships with prospects and existing ...

  • Ascendo Resources

    Financial Advisor Assistant

    3 weeks ago

    Ascendo Resources Doral, United States

    We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join an exciting company as a Client Associate. The ideal candidate will be responsible and carry experience in the following: · Collaborating with banking and count ...

  • First Citizens Bank

    Private Banker

    3 weeks ago

    First Citizens Bank Doral, United States

    Overview · Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth ...

  • First Bancorp

    personal banker

    2 weeks ago

    First Bancorp Doral, United States

    PERSONAL BANKER - CORAL GABLES · Essential Functions: · Ensure the branch production goals are met. · Promote and service all the deposit products available at the bank and open all types of accounts, including checking, CDs, IRAs, Business Accounts and Safe Deposit Boxes. Execu ...

  • FirstBank

    personal banker

    3 weeks ago

    FirstBank Doral, United States

    PERSONAL BANKER - CORAL GABLES · Essential Functions: · Ensure the branch production goals are met. · Promote and service all the deposit products available at the bank and open all types of accounts, including checking, CDs, IRAs, Business Accounts and Safe Deposit Boxes. Execu ...

  • Ascendo Resources

    Financial Advisor Assistant

    2 weeks ago

    Ascendo Resources Doral, United States

    We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join an exciting company as a Client Associate. The ideal candidate will be responsible and carry experience in the following: · Collaborating with banking and counte ...