Personal Banker (Retail Banking Specialist) - Beal Service Corporation - Bellevue, WA

Personal Banker (Retail Banking Specialist) - Beal Service Corporation - Bellevue, WA -

Are you on the lookout for a
non-conventional banking alternative? Beal Financial institution is looking for a Retail Banking
Specialist. We’re a wholesale bank with a give attention to deposits and associated
providers. Our department product strains are restricted to cash market accounts,
certificates of deposit (together with particular person retirement accounts) and
assertion financial savings accounts. Mortgage origination expertise is just not needed and
there are not any sales necessities.

The Retail Banking Specialist
is a part of a small arms-on group and can work instantly with clients.

Based in 1988, the Beal Financial institution
household of corporations is headquartered in Dallas, Texas, and includes one of many
largest personal monetary establishments in america. Our two associate
banks, Beal Financial institution and Beal Financial institution USA, are guided by the identical rules of
reliability and wonderful customer support. Whether or not you’re a buyer of Beal
Financial institution or Beal Financial institution USA – or have accounts with each banks – we’re devoted to
offering monetary power and stability, aggressive charges and excellent
service to each buyer.

Job Necessities

Obligations embrace however will not be

restricted to:
Greeting
clients as they enter the bank foyer.

Open and
course of documentation for brand spanking new accounts, together with IRA’s.

Course of
deposits and/or withdrawals.

Full
verification of deposits and date of demise valuations for estates &
executors.

Help
with opening every day mail in twin custody.

Full
Foreign money Transaction Studies and ahead to applicable space for processing.

Promote
cashier checks, provoke wire transfers and situation short-term checks to
clients.

Keep
money drawer, adhering to bank insurance policies & procedures.

Help in
balancing the vault weekly.

Help
clients in account upkeep (renewals, re-styling, and handle modifications).

Help
clients and/or potential clients with inquiries by way of the phone.

Carry out
account analysis as requested by clients.

Course of
every day mail deposits and or file upkeep.

Settle for and
course of cease cost orders.

Common
submitting (sorting, scanning, indexing, submitting & preparation of paperwork for
offsite storage).

Group
involvement for CRA service credit score.

Further
duties as could also be assigned.

Qualifications (Schooling, Pc Expertise,

Certifications, And so on.):
1-three years banking expertise.

2-four years customer support
expertise.

Robust interpersonal/customer support
expertise.

Working information of retail bank
operations and regulatory compliance.

Proficiency in Microsoft Phrase, Excel
and Web navigation.

In case you are trying to be part of a profitable workforce and meet
the above necessities, we look ahead to listening to from you.

In case you are on this place, please
ship your resume to
Job Description

Are you on the lookout for a
non-conventional banking alternative? Beal Financial institution is looking for a Retail Banking
Specialist. We’re a wholesale bank with a concentrate on deposits and associated
providers. Our department product strains are restricted to cash market accounts,
certificates of deposit (together with particular person retirement accounts) and
assertion financial savings accounts. Mortgage origination expertise shouldn’t be crucial and
there are not any sales necessities.

The Retail Banking Specialist
is a part of a small arms-on group and can work immediately with clients.

Based in 1988, the Beal Financial institution
household of corporations is headquartered in Dallas, Texas, and includes one of many
largest personal monetary establishments in the USA. Our two companion
banks, Beal Financial institution and Beal Financial institution USA, are guided by the identical rules of
reliability and wonderful customer support. Whether or not you’re a buyer of Beal
Financial institution or Beal Financial institution USA – or have accounts with each banks – we’re devoted to
offering monetary power and stability, aggressive charges and excellent
service to each buyer.

Job Necessities

Obligations embrace however usually are not

restricted to:
Greeting
clients as they enter the bank foyer.

Open and
course of documentation for brand spanking new accounts, together with IRA’s.

Course of
deposits and/or withdrawals.

Full
verification of deposits and date of dying valuations for estates &
executors.

Help
with opening day by day mail in twin custody.

Full
Foreign money Transaction Stories and ahead to applicable space for processing.

Promote
cashier checks, provoke wire transfers and challenge momentary checks to
clients.

Keep
money drawer, adhering to bank insurance policies & procedures.

Help in
balancing the vault weekly.

Help
clients in account upkeep (renewals, re-styling, and tackle modifications).

Help
clients and/or potential clients with inquiries by way of the phone.

Carry out
account analysis as requested by clients.

Course of
every day mail deposits and or file upkeep.

Settle for and
course of cease cost orders.

Common
submitting (sorting, scanning, indexing, submitting & preparation of paperwork for
offsite storage).

Group
involvement for CRA service credit score.

Further
duties as could also be assigned.

Qualifications (Schooling, Pc Expertise,

Certifications, And so on.):
1-three years banking expertise.

2-four years customer support
expertise.

Robust interpersonal/customer support
expertise.

Working information of retail bank
operations and regulatory compliance.

Proficiency in Microsoft Phrase, Excel
and Web navigation.

In case you are trying to be part of a profitable staff and meet
the above necessities, we look ahead to listening to from you.

In case you are on this place, please
ship your resume to

APPLY THIS JOB HERE

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