The Retail Banking Representative (Brickell) 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. 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.
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