Banco do Brasil Americas
Position Summary
The
Customer Service Rep
assists with the daily operations of the branch, ensuring excellent customer service and following all operational procedures.
Essential Duties and Responsibilities
Provide excellent customer service to internal and external customers while performing bank transactions and services.
Accurately process all teller-related transactions such as account deposits, check cashing, selling cashier’s checks, mortgages, or loan and credit card payments, ensuring proper endorsement and adherence to the bank’s policies and procedures.
Balance cash drawer (TCR) and branch vault daily, maintain cash limits set by management, and process all teller, compliance and accounting paperwork.
Perform various account services such as balance inquiries, account maintenance (address change, debit card orders, credit card applications, etc.).
Build and expand quality consumer and/or corporate customer relationships through outbound calls, outside events, and product sales, cross‑selling and referrals to specialized areas.
Sell and service all bank products and services, including personal and business account openings, to reach or exceed the monthly goals established by management.
Buy and sell currency.
Replenish ATM following stipulated limits.
Perform weekly ATM audit.
Perform monthly branch audits, including vault, TCR, and logs.
Complete CTR and SAR as necessary.
Assist in ensuring that branch team members comply with safety and other applicable policies and procedures, laws, rules and regulations, and adhere to daily opening and closing branch procedures.
Actively support the team to ensure customer expectations and company goals are met while assisting with the training and mentoring of new associates.
Maintain reports, records and documentation, ensuring complete, accurate and concise records are kept.
Maintain full knowledge and understanding of bank policies, procedures, regulatory and compliance requirements, including but not limited to BSA/AML, CDD, EDD, and others defined by Compliance and Information Security divisions.
Attend and/or complete all required training as assigned.
Ensure compliance with all applicable regulations and policies by completing tasks in a timely manner.
Adhere to the bank’s Employee Handbook and respect all its norms.
Additional Duties and Responsibilities
Maintain knowledge and skills of all deposit and credit account products/features.
Perform other related duties as required to accomplish the position objectives.
Maintain branch equipment (computers, telephones, television, etc.).
Assist with filing, copying, faxing or scanning of departmental reports or materials.
Attend occasional meetings, events, and/or trainings on weekends or holidays as per business need.
Assist with other projects and tasks as per business need.
Education and Experience Minimum one year of recent CSR/Banking experience required; related/existing prior work experience may be considered. High school diploma or G.E.D. required; college degree preferred.
Other Skills/Qualifications
Effective presentation and communication of information to directors, managers, clients, and the general public.
Excellent verbal and written communication skills.
Ability to communicate in both English and Portuguese (highly recommended; Spanish useful).
In-depth knowledge of bank policies, procedures and compliance requirements.
Ensure confidentiality, security, and safekeeping of bank and customer information.
Consistently on work and on time; ensures work responsibilities are covered when absent.
Take responsibility for own actions.
Commit to long hours of work when necessary to reach goals.
Multitask, take initiative, be highly motivated.
Strong organizational skills with attention to detail; focused.
Demonstrate original thinking and creativity; generate suggestions for improving work and setting goals.
Treat others with respect and consideration regardless of status or position.
Accuracy and thoroughness in all reports produced.
Professional, business office environment in manner and dress.
Excellent human relations skills with customers and bank associates.
Willingness to participate as a team member and eagerness to tackle new assignments.
Seniority Level Entry level
Employment Type Full-time
Job Function Business Development, Administrative, and Finance
Industries Banking, Investment Banking, and Financial Services
Benefits
Medical insurance
Vision insurance
401(k)
Disability insurance
Paid maternity leave
Paid paternity leave
Location: Miami, FL • Salary: $50,000.00–$55,000.00 • Posted: 5 days ago
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Customer Service Rep
assists with the daily operations of the branch, ensuring excellent customer service and following all operational procedures.
Essential Duties and Responsibilities
Provide excellent customer service to internal and external customers while performing bank transactions and services.
Accurately process all teller-related transactions such as account deposits, check cashing, selling cashier’s checks, mortgages, or loan and credit card payments, ensuring proper endorsement and adherence to the bank’s policies and procedures.
Balance cash drawer (TCR) and branch vault daily, maintain cash limits set by management, and process all teller, compliance and accounting paperwork.
Perform various account services such as balance inquiries, account maintenance (address change, debit card orders, credit card applications, etc.).
Build and expand quality consumer and/or corporate customer relationships through outbound calls, outside events, and product sales, cross‑selling and referrals to specialized areas.
Sell and service all bank products and services, including personal and business account openings, to reach or exceed the monthly goals established by management.
Buy and sell currency.
Replenish ATM following stipulated limits.
Perform weekly ATM audit.
Perform monthly branch audits, including vault, TCR, and logs.
Complete CTR and SAR as necessary.
Assist in ensuring that branch team members comply with safety and other applicable policies and procedures, laws, rules and regulations, and adhere to daily opening and closing branch procedures.
Actively support the team to ensure customer expectations and company goals are met while assisting with the training and mentoring of new associates.
Maintain reports, records and documentation, ensuring complete, accurate and concise records are kept.
Maintain full knowledge and understanding of bank policies, procedures, regulatory and compliance requirements, including but not limited to BSA/AML, CDD, EDD, and others defined by Compliance and Information Security divisions.
Attend and/or complete all required training as assigned.
Ensure compliance with all applicable regulations and policies by completing tasks in a timely manner.
Adhere to the bank’s Employee Handbook and respect all its norms.
Additional Duties and Responsibilities
Maintain knowledge and skills of all deposit and credit account products/features.
Perform other related duties as required to accomplish the position objectives.
Maintain branch equipment (computers, telephones, television, etc.).
Assist with filing, copying, faxing or scanning of departmental reports or materials.
Attend occasional meetings, events, and/or trainings on weekends or holidays as per business need.
Assist with other projects and tasks as per business need.
Education and Experience Minimum one year of recent CSR/Banking experience required; related/existing prior work experience may be considered. High school diploma or G.E.D. required; college degree preferred.
Other Skills/Qualifications
Effective presentation and communication of information to directors, managers, clients, and the general public.
Excellent verbal and written communication skills.
Ability to communicate in both English and Portuguese (highly recommended; Spanish useful).
In-depth knowledge of bank policies, procedures and compliance requirements.
Ensure confidentiality, security, and safekeeping of bank and customer information.
Consistently on work and on time; ensures work responsibilities are covered when absent.
Take responsibility for own actions.
Commit to long hours of work when necessary to reach goals.
Multitask, take initiative, be highly motivated.
Strong organizational skills with attention to detail; focused.
Demonstrate original thinking and creativity; generate suggestions for improving work and setting goals.
Treat others with respect and consideration regardless of status or position.
Accuracy and thoroughness in all reports produced.
Professional, business office environment in manner and dress.
Excellent human relations skills with customers and bank associates.
Willingness to participate as a team member and eagerness to tackle new assignments.
Seniority Level Entry level
Employment Type Full-time
Job Function Business Development, Administrative, and Finance
Industries Banking, Investment Banking, and Financial Services
Benefits
Medical insurance
Vision insurance
401(k)
Disability insurance
Paid maternity leave
Paid paternity leave
Location: Miami, FL • Salary: $50,000.00–$55,000.00 • Posted: 5 days ago
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