What are the responsibilities and job description for the Personal Banker position at PSG Global Solutions Careers?
Apply now and our proprietary system will quickly have you in front of a live recruiter.
The Opportunity
Description
We're looking for a Personal Banker , working in Banking / Finance industry in Key Biscayne, Florida, United States .
- Executes and / or submits client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues
- Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet. .Balance cash drawers, (i.e. Cash Vault, ECR, Coin Vault) according to procedures
- Develops a strong understanding of required steps involved with each request, communicating with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity
- Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with bank and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and / or concerns to management.
Our Client
Experience Required for Your Success
What Do You Think?
Does your experience reflect what it takes to be successful in this role? Do the work and challenges get you excited about what's possible?
