What are the responsibilities and job description for the Client Service Specialist / Teller-Universal Banker (Brickell) position at Banesco USA?
Job Description
Job Description
Job Title
Client Service Specialist – Business & Professional
Functional Title
Teller / Universal Banker
Banesco USA is seeking a Client Service Specialist – Business & Professional for our Brickell 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
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.
