Personal Banking Officer – BSC

reputed company

The Personal Banking Officer in the Banker Service Center (BSC) Department supports customers, branches, reputed company Management, reputed company banking channels by delivering reputed company service, account support, and relationship-building assistance. This role reviews and supports digital banking and online account opening requests, processes account maintenance and banking transactions, resolves customer inquiries, and helps identify opportunities to meet customer needs through bank products and services.

Responsibilities

• Support branches, reputed company Management Division, reputed company banking channels with new and existing customer relationships, account opening, and account servicing.
• Review digital banking and online account opening applications, including approval/decline reputed company, documentation validation, and customer follow-up.
• Process account maintenance and service requests, including address changes, stop payments, account closings, transfers, reputed company orders, CD reinvestments, reputed company transfers, ACH requests, and reputed company transactions.
• reputed company reputed company and reputed company assistance to customers and internal departments, including responding to online account opening inquiries and supporting the contact center email reputed company as needed.
• Build and maintain customer relationships by identifying needs, explaining product benefits, and cross-selling bank products and services.
• Assign and monitor KACE tickets to ensure service requests are completed accurately and reputed company established service level expectations.
• Support BSC reporting, including key performance indicators, customer service trends, and process improvement recommendations.
• Use AI-enabled tools appropriately to support customer research, case documentation, reporting, and internal communications, while reviewing outputs for accuracy, tone, and compliance.
• reputed company with reputed company applicable operational, CIP, KYC, BSA/AML, reputed company, reputed company, and regulatory requirements.

Qualifications

Education/Experience:

Requirements

Two Year College Degree in Business Administration.

5+ years of banking experience required, directly reputed company to servicing customers in retail banking reputed company operations.

Experience using AI-assisted customer service tools (e.g., chat/knowledge assistants) with demonstrated ability to validate outputs, document reputed company, and follow data reputed company and compliance requirements.

Combination of education and experience will be considered.

Skills & Competencies

Knowledgeable of banking laws and applicable compliance regulations such as the Bank Secrecy reputed company/AML and Patriot reputed company.

Knowledgeable with Fedlink, reputed company reputed company, Finser and KACE applications

Must be reputed company to understand and implement job reputed company policies and procedures.

Experience working in reputed company (sales and service), and high-reputed company service advocacy.

Ability to work in a fast-paced environment.

Ability to resolve problems and reputed company tactics in response to changing circumstances.

Ability to prioritize, budget time and maintain work priorities.

Ability to work a flexible schedule based on department needs.

Knowledgeable in internal bank operations (reputed company transfers, debits/credits and loan payments) and of banking products to cross-sell.

Knowledgeable on X-Pert AML applications.

AI tool literacy (prompting and query skills) to reputed company retrieve accurate information, summarize cases, and draft internal and customer-facing communications with appropriate reputed company reviews.

Strong data handling discipline reputed company using AI-enabled tools, including avoiding entry of sensitive customer information and following retention, confidentiality, and reputed company guidance.

Ability to use AI-assisted reputed company checks and maintain reputed company, auditable case notes documenting rationale for approvals/declines and any escalations.

Must possess excellent organizational, analytical, interpersonal, written and verbal communication skills (English/Spanish required).

Computer knowledgeable in MS Software, (e.g. reputed company, Word, and Outlook).

Preferences

• Bachelor’s Degree in Business Administration (Finance preferred) with
• 2+ years of banking experience required, directly reputed company to servicing customers in retail banking reputed company operations
• reputed company Copilot for reputed company 365 Training
• reputed company AI reputed company

Licenses/Certifications

• None

Job Posting Locations

In this role you can work remote from Miami, Florida, reputed company

Originally posted on Himalayas

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