Client Service Specialist / Teller-Universal Banker (Aventura)

Job Title

Client Service Specialist – Business & Professional

Functional Title

Teller/Universal Banker

Banesco USA is seeking a Client Service Specialist – Business & Professional for our Aventura Banking Center.

Primary Job Duties

• Actively participates in the bank's sales process by assisting customers with product selection, identifying cross-selling opportunities, and contributing to overall sales goals.
• Contributes to the development and implementation of individualized sales processes within the banking center to optimize customer interactions and achieve sales targets.
• Engages in continuous learning and development opportunities focused on sales process optimization, product knowledge, and enhancing customer service skills.
• Must be able to identify referral opportunities for new and existing clients. Through the bank’s sales process, referrals will be made to the corresponding business units for sales goals achievement.
• Proactively identifies and pursues new business opportunities through cold-calling and other outreach initiatives to capture deposits, generate referrals, and contribute to the achievement of banking center sales goals.
• Responsible for working with the client service manager and team to onboard, develop, and grow new and existing client relationships.
• Responsible for opening new accounts, maintaining, and closing accounts, and ensuring that proper documentation is obtained from customers to follow the bank’s policies and procedures.
• Responsible for teller duties which may include, but not limited to, processing deposits/withdrawals, night deposit, ATM, loan repayments, cashier checks, etc. and balancing at the end of the day.
• This role processes transactions accurately and ensures required documents are presented and processed in compliance with the bank's policies and procedures.
• Responsible for ensuring banking centers physical security functions are completed using dual control, including but not limited to, opening, and closing of the banking centers, securing cash vaults, etc.
• This role is responsible for completing and assisting the client service manager, on a timely basis, on all requests from BSA, including KYC, ECS, and RFI's.
• This position will provide support and coverage to other South Florida banking centers as needed.
• Responsible for completing annual training program assigned.
• Performs other functions and/or duties as assigned.
  
  
  

Job Requirements

• Education: High School degree or equivalent experience.
• Experience: Three (3) or more years of experience in the Retail banking or cash handling field.
• Advanced computer skills including but not limited to proficiency in Microsoft Office (Word, Excel, Power Point, etc.)
• Must be bilingual in both English and Spanish. Ability to fluently speak, understand, read, and write both languages.
• Strong verbal and written communication skills, ability to communicate at all levels of the organization.
• This role requires strong attention to detail and accuracy, the ability to multi-task, with strong organization, time-management, and prioritizing skills.
• Strong customer service skills, ensuring satisfaction of both internal and external customers.
• Knowledge of selling and cross-selling techniques to provide customers with the bank’s products and services.
• Basic knowledge of related State and Federal banking compliance regulations and banking center operational policies.
• This position requires the ability to understand and comprehend instructions, procedures, and policies, ensuring compliance with the Bank's policies and procedures.
  
  
  

Benefits

• Competitive base salary plus variable compensation.
• PTO
• Tuition reimbursement.
• Paid parental leave.
• Medical, Dental, Vision
• 401k
• Life Insurance
• Supplemental Insurances
• Short-Term & Long-Term Disability Benefits
  
  
  

About Us

Banesco USA is part of Banesco International, a worldwide group of financial institutions with presence in 14 countries.

As a corporation in continuous evolution, we promote the ongoing professional and personal development of our employees, by embracing challenges and adapting to the changing environment of today’s world. We aim to develop integral human beings, committed to making a difference at the workplace and out in the world.

Our actions are rooted in our Values: Reliability, Responsibility, Quality and Innovation. We believe that we all have the same ability to transform our daily tasks into significant contributions, and therefore, Leave Our Mark.

At Banesco USA, one of our most valued assets is our enthusiastic team, which strives every day to create a world-class organization in an ever-changing world. Together, our team has made us a market leader and we invite you to join us.