Retail Banking Representative
Listed on 2026-01-01
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Finance & Banking
Bank Customer Service, Retail Banking
Join to apply for the Retail Banking Representative role at Ocean Bank
The Retail Banking Representative (Downtown Fort Lauderdale) is responsible for opening new accounts—both personal and business—ensuring proper documentation has been gathered and properly documented, and cross‑selling bank products and services.
ResponsibilitiesInputs data and documents KYC (Know Your Customer). Assists branch personnel and customers with any account‑related inquiry. Provides quality customer service on a personal basis to customers in person, e‑mail and by phone, as well as to internal departments of the bank. Also performs as a teller when needed, processing teller transactions at the teller line: performs all teller paying and receiving functions for commercial and personal accounts, including services such as deposits, cashier’s checks, money orders, and cash advances, gathers CTR information for transactions that exceed the established threshold and balances the cash drawer.
Qualifications- High school diploma or equivalent with at least two (2) years of teller or related financial customer service experience in handling cash and one (1) year of banking experience required. New Accounts experience preferred. Must possess the ability to deal with customers in a pleasant and effective manner.
- Must be knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross‑sell.
- Must possess good verbal and written communication skills, interpersonal, and organizational skills.
- Must possess good computer knowledge in MS Software (Excel, Word and Outlook).
Job Posting Locations:
Onsite from Fort Lauderdale, Florida, United States.
Seniority Level: Entry level
Employment Type:
Full‑time
Job Function:
Sales and Business Development
Industry: Banking
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