JOB TYPE: W2 ,Contract
LOCATION: Miami, FL
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
Under direct supervision responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Interacts 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.
Account Servicing: Executes client account requests such as wires, fund transfers, account openings/closings, maintaining records, imaging documents, and resolving client issues within appropriate time frames.
Cash Handling: Manages cash transactions, daily balancing (including Cash Vault, ECR, Coin Vault), and adheres to Wealth Management Lobby Banking Operations policies and procedures.
Communication & Coordination: Communicates with relationship management and NCSS teams to gather necessary information, ensuring accurate execution of requests while adhering to compliance guidelines.
Knowledge & Compliance: Maintains and updates knowledge of policies, procedures, and business applications critical to client servicing. Escalates issues promptly and stays informed on Wealth Management products and services.
Additional Responsibilities: Assists with Safe Deposit Box maintenance, monitors banking reports, and supports banking audits as needed.
2-3 years of related experience
Fluent in English & Spanish
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
Provide exceptional service to clients, COIs, vendors, partners and prospects in a professional and respectful manner with every interaction.
Greet clients and visitors by making eye contact and using their name, when known. Phones are answered promptly using a professional tone.
Seek advice and guidance from your manager, Partner Support Services or Regional Banking Administration, following the chain of command, when issues arise and it is uncertain whether a proposed course of action will adhere to the bank’s procedures, and protocols as well as regulatory and compliance standards.
Fluent in English and Spanish, strong client service, problem-solving, and organizational abilities, with excellent verbal and written communication skills.
Demonstrates a deep understanding of current operating procedures.
Maintains a satisfactory audit record by achieving acceptable monthly and/or quarterly audits with no repeated risk issues
Strong, quick proficiency in navigating across programs in an effective and efficient manner.
Documentation of special assignments or projects
Why should you choose Epitec?
We started Epitec with a single focus, Placing People First. Knowing every good endeavor begins with listening and understanding, we’ve set about challenging every part of the employment process. Bringing the proper connections together for the perfect fit.
How is Epitec different?
Epitec gets to know our prospective employees, using these insights to locate the perfect placement for you. We are there, every step of the way. Providing a best-in-class compensation package combined with the opportunity to grow financially and personally through your work.
What is the result?
Epitec represents the world’s top companies and works to fill their open jobs with the world’s best talent. That’s led to Epitec servicing an impressive list of Fortune 500 companies. We’ve also won many awards, including numerous Best & Brightest Companies to Work For awards, four MMSDC A.C.E. Awards, and have been featured in Crain’s Detroit Business and Corp! Magazine. And that’s just the beginning, as we work to innovate the way the world thinks about employment.
© 2024 Epitec Inc
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