Banking Services Specialist (Personal Banker)
Bank of the Orient, Houston, TX, United States
Overview
Banking Services Specialist (Personal Banker) Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities for over 55 years and Sugar Land, Texas area. We are well known for our commitment to providing the highest level of personal service to our customers; we take a personal interest in our communities\' unique banking needs, we are dedicated to providing integrity in banking and financial services, we provide high quality dependable service by being accessible and reliable. We are committed to excellence in everything we do. We are currently seeking a seasoned Banking Services Specialist (Personal Banker) for our Houston Branch in Houston, Texas. Ideal candidate will have a successful audit record for managing the daily operations-oriented functions at a retail branch; demonstrated track record in managing teller operations and new accounts, and possess thorough knowledge of bank compliance rules and regulations. Requires minimum 4-5 years’ experience in bank operations. Responsibilities
Provide support and overrides to teller lines. Assist in training Universal Banking Representatives in operational duties. Open new accounts with customers, cross-sell and respond to inquiries about account types and services. Submit new accounts for review in a timely manner and follow up on any required corrections. Perform maintenance on customer accounts and follow bank procedures on record-keeping for new accounts. Handle customer complaints and inquiries in a professional and timely manner, referring to internal resources as necessary. Coordinate with Branch Manager to meet branch goals by promoting bank products and services to customers when appropriate. Assist Branch Manager in ensuring the branch maintains maximum operational efficiency and security, and compliance with all bank policy and procedures along with applicable laws and banking regulations. Prepare weekly, monthly, and quarterly reports in a timely and accurate manner. Assist in keeping branch security system in good working order and update staff about security procedures and policies, including maintaining the proper levels of working cash and cash reserves. May have to work on Saturday. Qualifications
Minimum 4-5 years of experience in bank operations, with a track record in teller operations and new accounts. Experience managing daily branch operations and maintaining compliance with bank rules and regulations. Strong communication and customer service skills; ability to handle sensitive information and resolve customer issues professionally. Proficiency in banking software and report preparation. Additional Information
Cantonese or Mandarin or Vietnamese Speaking Preferred Visit our website at: www.bankorient.comfor additional information. Candidate will be subject to investigation through credit checks, reference checks, background checks and fingerprinting checks performed at the time permissible under relevant law. Bank of the Orient is proud to be an Affirmative Action, Equal Opportunity Employer.
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Banking Services Specialist (Personal Banker) Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities for over 55 years and Sugar Land, Texas area. We are well known for our commitment to providing the highest level of personal service to our customers; we take a personal interest in our communities\' unique banking needs, we are dedicated to providing integrity in banking and financial services, we provide high quality dependable service by being accessible and reliable. We are committed to excellence in everything we do. We are currently seeking a seasoned Banking Services Specialist (Personal Banker) for our Houston Branch in Houston, Texas. Ideal candidate will have a successful audit record for managing the daily operations-oriented functions at a retail branch; demonstrated track record in managing teller operations and new accounts, and possess thorough knowledge of bank compliance rules and regulations. Requires minimum 4-5 years’ experience in bank operations. Responsibilities
Provide support and overrides to teller lines. Assist in training Universal Banking Representatives in operational duties. Open new accounts with customers, cross-sell and respond to inquiries about account types and services. Submit new accounts for review in a timely manner and follow up on any required corrections. Perform maintenance on customer accounts and follow bank procedures on record-keeping for new accounts. Handle customer complaints and inquiries in a professional and timely manner, referring to internal resources as necessary. Coordinate with Branch Manager to meet branch goals by promoting bank products and services to customers when appropriate. Assist Branch Manager in ensuring the branch maintains maximum operational efficiency and security, and compliance with all bank policy and procedures along with applicable laws and banking regulations. Prepare weekly, monthly, and quarterly reports in a timely and accurate manner. Assist in keeping branch security system in good working order and update staff about security procedures and policies, including maintaining the proper levels of working cash and cash reserves. May have to work on Saturday. Qualifications
Minimum 4-5 years of experience in bank operations, with a track record in teller operations and new accounts. Experience managing daily branch operations and maintaining compliance with bank rules and regulations. Strong communication and customer service skills; ability to handle sensitive information and resolve customer issues professionally. Proficiency in banking software and report preparation. Additional Information
Cantonese or Mandarin or Vietnamese Speaking Preferred Visit our website at: www.bankorient.comfor additional information. Candidate will be subject to investigation through credit checks, reference checks, background checks and fingerprinting checks performed at the time permissible under relevant law. Bank of the Orient is proud to be an Affirmative Action, Equal Opportunity Employer.
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