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Onboarding Specialist (Banking)
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Terrabank, N.A.
Coral Gables, FL (In Person)
Full-Time
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Job Description
Onboarding Specialist (Banking) Terrabank, N.A. Coral Gables, FL Job Details Full-time 1 day ago Benefits Health insurance On-site gym Dental insurance 401(k) Flexible spending account Paid time off Vision insurance 401(k) matching Life insurance Qualifications Opening bank accounts Foreign language proficiency Computer operation Managing customer accounts Financial services customer support Customer relationship building Account maintenance Client rapport building Windows Anti-Money Laundering (AML) compliance (compliance procedures implemented) Customer engagement Desktop applications Deposits Client interaction via phone calls Full Job Description Minimum of one (1) year of banking experience. Experience opening new international and domestic accounts and performing maintenance of the existing accounts following the Bank's policies and procedures, including all BSA requirements. Responsible for gathering all required information from the customer. Prepares all paperwork and assists the customer in the signing of documents necessary to process new accounts. Obtains approvals for new accounts as necessary under the bank's policies. Receives initial deposit and ensures that all new accounts are properly processed and complete. Actively cross sells the bank's services in a professional manner. Answers questions (in person or by phone) and solves problems for customers and branch staff concerning all services provided by the bank. Ability to handle and keep confidential information. Completes all arrangements and documents for such services as Internet banking, funds transfers between accounts, direct deposit, overdraft protection, etc. The candidate must possess strong communication, interpersonal and customer service skills to relate and empathize with other people. PC Windows proficiency is required. Bilingual English/Spanish is required. EOE/AA We offer competitive salaries and an excellent benefit package.