Beal Bank
Summary:
Come join Beal Banks thriving retail banking team and bring your passion for great customer service! Our Retail Banking Specialists are part of a small, vital, hands-on team who provide exceptional frontline service and support to Beal Banks current and prospective customers. In this essential role, you will ensure all bank policies, procedures and regulatory compliance are adhered to on a daily basis through effective communications, strong product knowledge and a friendly, responsive approach. Rather than focus on sales goals, Beal Bank is known for our competitive rates, secure growth and great service.
This position is based at the Beal Bank Tampa location with working hours from 8am to 5pm Monday through Friday.
Responsibilities
Process a variety of customer transactions accurately and efficiently in accordance with bank policies, procedures and regulations, including the opening, servicing and closing of all account products (CDs, Money Market, Statement Savings and Retirement Accounts)
Participate in Community Reinvestment Act (CRA) activities by volunteering during business hours with qualifying organizations, ensuring all mandatory monthly metrics for the branch are met
Conduct teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, and related duties
Enhance customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging and developing good professional relationships with customers
Perform opening, closing and other branch duties
Balance cash drawer and assist with cash vault balancing
Open and process incoming mail
Complete logs, reports and control checks while maintaining a neat and organized work area
Answer incoming phone calls, address customer questions and concerns and escalate problems or disputes to appropriate internal resources for resolution
Image documents and perform quality control checks
Practice branch security procedures and protect customer confidentiality and privacy
Qualifications
Prior experience as a teller or new account representative preferred Minimum 2-4 years customer service experience High School diploma or equivalent required Professional appearance and demeanor Proficiency with 10 key touch, Microsoft Office and knowledge of or the ability to quickly learn banking software applications Demonstrated good attendance and punctuality Strong attention to detail with high concern for data accuracy Customer service orientation with effective problem-solving and ability to maintain composure and a positive attitude when interacting with customers and team members Outstanding listening and interpersonal communication skills, both written and verbal Knowledge of or ability to quickly learn banking products, services, policies, procedures and regulatory guidelines Critical thinking and decision-making skills Excellent organizational skills with proven ability to prioritize and manage multiple projects in a fast-paced environment Self-motivated Overnight and out of town travel is possible on occasion
Benefits
Medical, dental and vision coverage 401K with company match 10 paid holidays Accrue up to 17 vacation/sick days per year in the first year on a pro rata basis Applicant may be eligible for annual discretionary bonus
No relocation assistance provided. Beal Bank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to protected veteran or disabled status and will not be discriminated against. Notice to California Residents: Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation may collect personal information about you as part of the job application or employment process. Please see our California Consumer Privacy Act Policy at www.bealbank.com/CCPA-Policy for details. Seniority level Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking
#J-18808-Ljbffr
Qualifications
Prior experience as a teller or new account representative preferred Minimum 2-4 years customer service experience High School diploma or equivalent required Professional appearance and demeanor Proficiency with 10 key touch, Microsoft Office and knowledge of or the ability to quickly learn banking software applications Demonstrated good attendance and punctuality Strong attention to detail with high concern for data accuracy Customer service orientation with effective problem-solving and ability to maintain composure and a positive attitude when interacting with customers and team members Outstanding listening and interpersonal communication skills, both written and verbal Knowledge of or ability to quickly learn banking products, services, policies, procedures and regulatory guidelines Critical thinking and decision-making skills Excellent organizational skills with proven ability to prioritize and manage multiple projects in a fast-paced environment Self-motivated Overnight and out of town travel is possible on occasion
Benefits
Medical, dental and vision coverage 401K with company match 10 paid holidays Accrue up to 17 vacation/sick days per year in the first year on a pro rata basis Applicant may be eligible for annual discretionary bonus
No relocation assistance provided. Beal Bank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to protected veteran or disabled status and will not be discriminated against. Notice to California Residents: Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation may collect personal information about you as part of the job application or employment process. Please see our California Consumer Privacy Act Policy at www.bealbank.com/CCPA-Policy for details. Seniority level Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking
#J-18808-Ljbffr