Senior Branch Specialist

Location 999 BRICKELL AVE STE 100,Miami, FL, 33131-3044,United States Employee Type Regular Required Degree 4 Year Degree Manage Others No Phone View phone number on click.appcast.io Functional Job Title: Senior Branch Specialist Corporate Job Title: Officer Division: Global Banking Department: Branch - Orlando Reporting Line: Vice President, Branch Manager Are you ready to be part of a dynamic, ever-growing team that transforms talent into top-tier financial professionals and visionary changemakers? At Helm Bank USA, we don’t just build careers - we build business leaders, while Growing the Dream. Who We Are We are a leading Bank with global reach, shaping one of the most attractive personalized client services in the financial industry. At Helm Bank USA, we have created a new banking experience through a business model centered around our clients, proudly providing customer service for more than thirty years. Not only do we build strong relationships: our relationships are measured in generations. Our vision is to create a financial connection to the United States for multinational companies and foreign national individuals seeking their own dreams of business opportunities and real estate investments.Through strong relationships, our purpose is to help our clients make great decisions. Today -as when we started- Helm Bank USA is driven by one imperative goal: to create the best possible solutions for our clients; we are passionate about delivering expert advice to our clients and creating solutions that enable them to reach their financial ambitions in highly competitive markets. At Helm Bank USA, we believe that the human touch and talent make all the difference! We are looking for passionate, impact players, and changemakers to join our success story while taking our company to new heights. Come join us and become immersed in our best-in-class, team-oriented type of culture -where every employee can learn, grow and thrive. This is our inspiration! Who You Are You are a motivated exceptional financial services professional who is passionate about supporting key initiatives in a fast-paced environment. You excel at handling a rapid flow of requests and always thrive to provide utmost excellent level of support. You are a hardworking, dedicated, and positive individual who continuously aims to make outstanding contributions and effect a difference from day one. What You’ll Do Responsibilities include the following; other duties may be assigned: Customer Experience - Responsible for branch development and tending to VIP clients. Interact with clientele daily via email, phone or at the branch with questions and concerns - Ensures excellent customer service skills are practiced by all the staff members. Leadership - Assists in overseeing and executing daily branch operations, ensuring accuracy, efficiency, and compliance. - Support the Branch Manager in implementing operational strategies and process improvements. - Serves as a point of contact for operational inquiries and problem resolution. - Monitors and ensure adherence to internal controls, policies, and regulatory requirements. - Coordinates with internal departments to support branch needs and resolve operational issues. - Assists in training and mentoring junior staff on operational procedures and best practices. - Prepares and reviews reports related to branch performance, compliance, and operational metrics. - Participates in audits, risk assessments, and other quality assurance activities. - Contributes to a positive and collaborative team environment. Strategic Planning - Develops strategies for establishing partnerships and business relationships to market the banks products and services to current clients and prospects to keep the business and deposit base growing. - Prepares, analyzes, and reviews account opening process and ensures documentation is conformant with compliance and in accordance with the BSA program. Regulatory - Adheres to the bank’s BSA/AML policy and procedures. - Ensures Currency Transaction Reports or Suspicious Activity Reports are accurately completed for all reportable transactions in a timely manner and submitted to the BSA Department in accordance with the BSA Program. - Obtains required information and copies of required documents for the purchase of monetary instruments in accordance with the BSA Program. - Is responsible for successfully completing assigned trainings. What You’ll Need Requirements and Qualifications - Bachelors (B.A.) or Masters (M.A.) in business administration, accounting or finance required or equivalent work experience. - Minimum of five years of experience in customer service and/or sales, or banking, preferably in a client-facing role with measurable performance goals. - Strong interpersonal skills with a customer-first mindset, ability to build relationships and identify client needs. - Willingness to learn banking regulations, operations, procedures, and compliance standards through on-the-job training. - Advanced Skills with Microsoft Office and banking software systems. - Ability to build and maintain collaborative relationships, fostering trust and mutual respect to achieve shared goals. Effective communication and Adaptability. Enhance Service Delivery. Conflict Resolution. Giving and Receiving feedback. Valuing Diversity. - Ability to understand and apply business principles, concepts, KPIs, and strategies to make informed decisions to contribute to organizational success. Strategic and Critical Thinking. Solutions-Driven. Decision Making. - Have a business-driven mindset, prioritizing customer’s needs. Problem-Solving. Growth Mindset. Aligning individual and department goals with bank’s business objectives. Omnichannel communication while maintaining personalized service. Client excellence. - Thinking outside the box and developing new ideas to improve ways of working. Ability to work with emerging technologies. Digital Transformational Mindset. Resource allocation. Technical Skills. Change Management. Continuous Learning. Transformational creativity. Agility and Flexibility. Automation and Process Optimization. - Regulatory and Risk Management. - Adapting to changing regulations with sound risk management. Analytical. Integrity and Rule Compliance. Regulatory Governance. Financial Crime Prevention. Operational Risk Avoidance. Risk-Aware Mindset. Cybersecurity. Corporate Social Responsibility. - Being proactive to rapidly deliver high-quality results. Acquiring skills and knowledge through practical and active engagement. Real-world application. Lifelong Learner. Being curious and eager to develop skillset. SMART Goal Setting, Time Management. Proficiency. Training and Upskilling. - Ability to take responsibility and ownership. Fostering Trust. High Performance. Follow Through. Set Clear Expectations. Provide Resources and Coaching. Measuring work output. Process-Driven. Results-Oriented. Consistency. Lead by Example. Self-Management. - Communicate effectively. Integrated Business Excellence. Drive sustainable growth. Value Creation and Long-Term Thinking. Stakeholder Inclusion. Corporate Purpose and Values Alignment. Impact Assessment. Operational Resilience and Crisis Management. Operational Excellence. Adaptability. Life at Helm Bank USA At Helm Bank USA, our sustainable success is based on our talents and how we partner with our clients and communities to create lasting value. Staying true to that mission, we fully live by our corporate values: empathy, curiosity, creativity, and passion! These values represent the essence of our brand and encapsulate the DNA of our organization. In other words: They say who we are, what we do and how we do it. We have a constant healthy respect for our Best Banks to Work For and Best Places to Work in Florida certified culture and community. We believe that all employees should have the opportunity to lead and appreciate that good ideas can come from anyone. From the top down, our leaders are actively involved in strategic oversight, running the business, and in the well-being and growth of all employees. We consider our people our number one asset and as such, we unceasingly aim for our employees to realize their full potential by continuously assessing and offering new personal and professional development opportunities. Why You Should Join Helm Bank USA We have historically regarded the well-being of our employees at heart and on top of mind. In that vein, we continue to strive to offer benefits and programs that support the interests of our teams while continue to foster the culture that makes us an Employer of choice. Some of the benefits you can expect from when you join Helm Bank USA include: Medical/Rx/Dental/Vision - 100% covered by the Bank for all employees; eligible family members covered by employees at a group’s rate Short Term & Long Term Disability, as well as Group Term Life insurance of twice the annual salary fully covered by Helm Bank USA; no expense to the employee Competitive first-level PTO and other time-off policies Company 401(k) plan with employer match of 100% of up to 5% of eligible compensation Supplemental optional benefits such Voluntary Life insurance, Hospital Indemnity, Critical Illness, Accident Insurance, and Cancer Insurance Company-sponsored training and professional development opportunities If you’re ready for a career where you can exercise your passions while being a gamechanger, are relentlessly committed to service, and have a team-player mindset, apply today! #J-18808-Ljbffr