Personal Banker at The Judge Group Inc. in Palm Beach Gardens, Florida

Job Description:

Location: Palm Beach Gardens, FL

Salary: $15.00 USD Hourly - $17.00 USD Hourly

Description:

Title :
Personal Banker



Location
: North Palm Beach, FL 33408



Contract | 3 Months




Job Description




Contractor's Role:



In the Personal Banker role, you will interact with clients in person, via telephone and email, responding to inquiries and providing information as requested. Responsible for executing and/or submitting various administrative and operational activities related to clients, banking products and services. Primary activities may include establishing and/or submitting requests for new accounts, closing accounts, account maintenance, money movements, as well as addressing client inquiries.



Experience Level: 3




Qualifications (must have):



> 2-3 years of related experience

> Knowledge of federal regulation, banking guidelines, banking operations, products and services, acquired through related work experience is preferred.

> Strong client service skills, problem solving, and organizational skills are required to identify, research and/or resolve requests.

> Ability to think critically and to work well independently and as part of a team.

> Strong verbal and written communication skills.



Tasks & Responsibilities:



1. Executes and/or submits client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues.

2. Handles paying and receiving activities, including cash transactions and daily balance activities. Fully understands and adheres to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet.

3. Develops a strong understanding of the required steps involved with each request, communicating with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity.

4. Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with Client and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management.

5. Develops a strong knowledge of the various business applications critical to client and accounting servicing, including on-line tools and seeks to expand knowledge of the latest enhancements to client partner and client technology and/or systems in order to maintain the highest standards of service.

6. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.

7. Keeps informed of new or existing client and Wealth Management products, services and compliance requirements to respond to client questions and to assist in selling services which results in expanding the overall client relationship.

8. Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager.

By providing your phone number, you consent to: (1) receive automated text messages and calls from the Judge Group, Inc. and its affiliates (collectively "Judge") to such phone number regarding job opportunities, your job application, and for other related purposes. Message & data rates apply and message frequency may vary. Consistent with Judge's Privacy Policy, information obtained from your consent will not be shared with third parties for marketing/promotional purposes. Reply STOP to opt out of receiving telephone calls and text messages from Judge and HELP for help.



Contact: skhan03@judge.com


This job and many more are available through The Judge Group. Find us on the web at www.judge.com Apply Now