Personal Banker

Description
We're looking for a Personal Banker, working in Banking/Finance industry in Key Biscayne, Florida, United States.

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
Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet. .Balance cash drawers, (i.e. Cash Vault, ECR, Coin Vault) according to procedures
Develops a strong understanding of 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
Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with bank and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management.

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