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Banking Officer
3 months ago
RESPONSIBILITIES:
• Signing on new clients and helping them through the onboarding process.
• Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
• Processing deposits, payments, and withdrawals while authorizing and evaluating overdrafts and loans.
• Handling other transactions, such as writing cashier checks or money orders, when necessary.
• Recommending and explaining banking services and products to clients based on their needs.
• Presenting and cross-selling banking services and products to existing and prospective clients.
• Collaborating with other banking professionals to ensure high-quality client service.
• Implement changes in daily internal controls namely check clearing, check deposits, ACH clearing, ATMs, and CDARS.
QUALIFICATIONS:
• Bachelor's degree in finance, business administration, or a related field.
• Six years of experience in banking or financial services, with a proven track record in client relationship management.
• Sales or customer service experience preferred.
• Working knowledge of retail banking practices, rules, and regulations.
