Retail Banking Representative
AI Summary
Handles new account openings, KYC documentation, and cross-selling of bank products while providing customer service and performing teller transactions.
About this role
Overview
The Retail Banking Representative (Broward) is responsible for opening new accounts, personal and business; ensuring the proper documentation for new accounts has been gathered and properly documented, and cross sells banks products/services.
Responsibilities
Inputs data and documents KYC (Know Your Customer). Assists branch personnel and customers with any account related inquiry. Provides quality customer service on a personal basis to customers in person, e-mail and by phone. As well as providing customer service to the internal departments of the bank. Also, performs as a Teller when needed. Processes teller transactions at the teller line; performs all teller paying and receiving functions for commercial and personal accounts, including services such as deposits, Cashier's Checks, Money Orders, and Cash Advances, gathers CTR information for transactions that exceed the established threshold and balances the cash drawer.
Qualifications
- High school diploma or equivalent with at least two (2) years of teller or related financial customer service experience in handling cash and one (1) year of banking experience required. New Accounts experience preferred. Must possess the ability to deal with customers in a pleasant and effective manner.
- Must be knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell.
- Must possess good verbal and written communication skills, interpersonal, and organizational skills.
- Must possess good computer knowledge in MS Software, (e.g. Excel, Word, and Outlook).
Job Posting Locations
In this role you can work onsite from Weston, Florida, United StatesSkills
Explore related jobs
More jobs at Oceanbank
Similar Cash Handling jobs
- Delivery Driver (3223) Flexible Schedule, Leave Cash IN HAND EVERYDAYDomino's · Concord, NH
- Delivery Driver (Concord/ Penacook) LEAVE CASH IN HAND DAILY, FLEXIBLE SCHEDULE, FUN ENVIRONMENTDomino's · Concord, NH
- Delivery Driver (Competitive pay, Leave CASH IN HAND EVERYDAY, Flexible hours)Domino's · Concord, NH
Jobs in Weston
Children's Residential Care WorkerEsland · The Mallards - Old Weston- DNon CDL Driver, Dock Height - $23.38/HourDohrn · Weston, WI
- FGuest Service Desk ClerkFestfoods · Weston, WI
- Delivery Driver(01308) - 535 E 3rd StDomino's · Weston, WV
- Safety & Continuous Improvement SpecialistJack Link's Protein Snacks · Weston, WI
- FRestaurant Manager WestonFlanigans · Weston, FL
Browse these categories
Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.