Demo

Client Specialist

Ascendo Resources
Miami, FL Full Time
POSTED ON 1/30/2025
AVAILABLE BEFORE 4/28/2025

Ascendo is thrilled to present an amazing opportunity in the banking industry for a bilingual Client Specialist ! If you're looking to take your career to the next level with an organization that values growth, customer relationships, and professional excellence, this position is for you. This is an up-and-coming chance to showcase your financial expertise while working in a dynamic, customer-focused environment with fantastic benefits and plenty of room for advancement. If you're ready to join a team on an upward trajectory , keep reading!

Responsibilities :

  • Handle a variety of banking transactions, including deposits, withdrawals, and loan payments, while ensuring compliance with policies and procedures.
  • Provide exceptional customer service by addressing inquiries and offering tailored financial solutions.
  • Assist with branch operations, including cash handling, opening / closing procedures, and ATM balancing.
  • Open, maintain, and close accounts while ensuring proper documentation is collected and verified.
  • Promote and cross-sell banking products and services to meet customer needs and contribute to business growth.
  • Support security measures to safeguard customer information and branch assets.
  • Collaborate with internal teams to meet regulatory and compliance standards.
  • Participate in community outreach efforts to develop new business opportunities.
  • Provide assistance and coverage to other branch locations as needed.

Qualifications :

  • High school diploma or equivalent experience in a banking or financial services environment.
  • 2 years of experience in retail banking, customer service, or cash-handling roles.
  • Strong proficiency in Microsoft Office Suite and general computer skills.
  • Bilingual in English and Spanish with excellent written and verbal communication skills.
  • Strong attention to detail and ability to multitask in a fast-paced environment.
  • Proven ability to provide top-tier customer service and build lasting relationships.
  • Familiarity with banking regulations and compliance standards.
  • Sales-minded with the ability to identify cross-selling opportunities.
  • Benefits :

  • Competitive compensation package
  • Paid time off (PTO)
  • Career development opportunities
  • Medical, dental, and vision coverage
  • Retirement savings plan with company contributions
  • Life and disability insurance options
  • Employee assistance programs
  • Work-life balance initiatives
  • ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.

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