Retail Banking Specialist

Retail Banking Specialist

Beal Bank, one of the most successful privately held banks in the country, is currently seeking candidates for a Retail Banking Specialist position at our Boca Raton Branch located at 1200 Yamato Rd Unit C6, Boca Raton, FL 33431. The schedule is onsite Monday Friday 8:00am to 5:00pm.

The Retail Banking Specialist is part of a small hands-on team and will work directly with customers. The Retail Banking Specialist is responsible for providing frontline support and service to current and potential customers ensuring all bank policies, procedures and regulatory compliance are adhered to.

We are a wholesale bank with a focus on deposits and related services. Our branch product lines are limited to money market accounts, certificates of deposit (including individual retirement accounts) and statement savings accounts and there are no sales requirements.

Essential Job Duties & Responsibilities (Include but are not limited to):

• Process a variety of customer transactions accurately and efficiently in accordance with bank policies and regulations. This includes the opening, servicing and closing of all account products offered by the bank (CD's, Money Market, Statement Savings and Retirement Accounts).
• Teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
• Performs opening, closing, and other branch servicing duties. Balancing cash drawer, assist with cash vault balancing, opening and processing of incoming mail, completing logs, reports, some audits and control checks while maintaining a neat and organized work area.
• Answer incoming phone calls, address customer questions and concerns and escalate any problems, concerns, or disputes to appropriate internal resources for resolution as appropriate.
• Imaging of customer documents and quality control check of documents once imaged.
• Enhances customer satisfaction and the professional reputation of the Bank, by warmly greeting, engaging, and developing good professional relationships with customers.
• Practices branch security procedures and protects customer confidentiality and privacy.
• Actively and professionally participate in conducting Community Reinvestment Act ("CRA") activities in the Community by volunteering, during business hours with qualifying organizations, ensuring that all required monthly metric goals are met.

Qualifications (Education, Computer Skills, Certifications, etc.):

• Prior experience as a teller or new account representative preferred.
• Minimum 2-4 years customer service experience.
• High School Diploma or equivalent required.
• Adaptability to change.
• Professional appearance and demeanor.
• Proficiency with 10 key touch, Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications.
• Demonstrated good attendance and punctuality.
• Strong attention to detail with high concern for data accuracy.
• Customer service orientation with effective problem-solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members.
• Outstanding listening and communication skills, both written and verbal.
• Knowledge of, or ability to quickly learn banking products, services, policies, procedures, and regulatory guidelines.
• Developed critical thinking and decision-making skills.
• Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines.
• Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities in a fast-paced environment while maintaining accuracy and attention to detail.
• Self-motivated, team player with strong interpersonal skills.
• Overnight and out of town travel is possible on occasion.
• Performs other job-related duties or special projects as assigned.

No Relocation Assistance Offered

Benefits options include:

• Medical, dental and vision coverage
• 401(k) with company match
• 10 paid holidays
• Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
• Applicant may be eligible for annual discretionary bonus

Beal is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against.

Notice to California Residents: Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation (also d/b/a CSG Investments, Inc.) may collect personal information about you as part of the job application or employment process. Please see our California Consumer Privacy Act Policy at