Title : Teller (Client Servicing Wealth Management)

Location : Naples, FL 34103 (Onsite M to F)

Duration : 3 Months Assignment

Shift / Hours : 40hours / week, 8am to 5pm

Responsibilities :

• Provide exceptional service to clients, COIs, vendors, partners and prospects in a professional and respectful manner with every interaction.
• Greet clients and visitors by making eye contact and using their name, when known. Phones are answered promptly using a professional tone.
• Ensure the execution and / or submission of daily client account servicing activities is completed in a professional, timely and accurate manner while adhering to all banking policies and procedures.
• Initiate Service Request or process all money movement transactions accurately and timely in accordance with the WM Asset Transfer Standards.
• Client issues are handled with sensitivity and a sense of urgency.
• Strong knowledge of Private Passport providing clients with available services and / or referring to a Banker for additional support.
• Seek advice and guidance from your manager, Partner Support Services or Regional Banking Administration, following the chain of command, when issues arise and it is uncertain whether a proposed course of action will adhere to the bank's procedures, and protocols as well as regulatory and compliance standards.

Measurement Criteria :

• Be able to provide examples of the following :
• Positive feedback from clients, partners and Managers on the client and partner experience.
• Demonstrate consistent judgement on the prioritization, urgency and follow-through on client and partner requests.
• Productivity / output in activities is consistent and substantial, as recorded in metrics and / or other forms of measurements.
• Demonstrate strong attention to detail regarding what information is needed from the client in order to properly execute their request.
• Demonstrate a strong understanding of policies and procedures for all requests stated above

Office Operations and Administration

• Carry out all directed administrative duties required to deliver exceptional service to clients and partners, which may include but not limited to providing telephone / reception coverage, photocopying, scanning and mailing.
• Demonstrate a proficient use of all systems and applications required to efficiently and flawlessly execute teller activities.
• Accurately complete CTR's and MIEL's and submit within required timeframe.
• When assigned, assist clients with access to Safe Deposit Boxes ensuring proper procedures are followed.
• Perform opening / closing functions through the teller system as required.
• Balance Cash Drawer daily maintaining satisfactory balancing record as documented within the Teller Difference guidelines.
• All cash transactions are processed utilizing the cash count tool, within the teller system, as outlined in policies and procedures.
• Balance dual cash drawers, (i.e. Cash Vault, ECD, Coin Vault) according to procedures.
• Teller work is properly secured at the end of the day and placed under dual control. Work is prepared and sent to Iron Mountain monthly.
• Ensure proper procedures are adhered to when handling Temporary Safekeeping items, including proper completion of Client Release Receipts and Safekeeping logs.
• When assigned, audit certifications are completed timely to ensure compliance with the bank policy and procedures as required under the Branch Audit Certification program.
• Participate in administrative assignments and special projects, as directed by your manager
• Stay abreast of the latest enhancements to Clients' Partner and Client technology and / or systems in order to maintain highest standards of administrative and operational efficiencies.

Business Development & Driving Performance :

• Maintain basic knowledge of client's products and services in order to make appropriate referrals.
• Engage with Personal Banking Manager / Team Leader or appropriate business unit subject matter experts to explore potential opportunities for clients.
• Receipt of positive feedback from RM teams and Managers on collaboration of referral activities.
• Conduct yourself in a constructive, positive and approachable manner in support of team and business unit goals.
• Demonstrate consistent productivity, follow-through & sharp execution on activities related to goals and team contribution.

BCP / Life Safety :

• Participate in appropriate Life Safety activities with team members and attend training as required.
• When assigned, ensure that drills / tests are completed and reported on a timely basis in compliance with the Life Safety Standard;

and Coordinate with GBCRS management on Life Safety initiatives.

• Adherence to required drills, reporting and training and coordinating with GBCRS.
• Ensure your contact information is current in My Place.
• Adapt well to new situations and demonstrate problem solving skills while remaining positive and engaged.
• Understand the importance of coverage for the Business Unit by ensuring consistent and timely attendance.
• Complete in a timely manner all requested and required training classes, educational seminars and actively seek additional opportunities to participate in projects, committees or group activities as requested.
• Maintain and expand a personal development plan to build, maintain and increase professional knowledge with input from your Manager.
• Aligning your personal goals to the A Approach behaviors.
• Demonstrate commitment to career development and training opportunities for self
• Completion of all required My Place training prior to stated deadlines.
• Regular attendance and participation at practice sessions, team meetings and partner forums (either in person or via replay).

About Us

Established in 2004, SPECTRA FORCE is one of the largest and fastest-growing diversity-owned staffing firms in the US. SPECTRA FORCE is built on the concept of "human connection," defined by our branding tagline NEWJOBPHORIA, which is the excitement of bringing joy and freedom to the work lifestyle so our people (and clients) can reach their highest potential.

Our entire workflow cultivates NEWJOBPHORIA with candidates and employees throughout their engagement with SPECTRA FORCE .

http : / / www.spectraforce.com

Benefits : SPECTRA FORCE offers ACA compliant health benefits as well as dental, vision, accident, and hospital indemnity insurances.

Additional benefits SPECTRA FORCE offers to the eligible employees include commuter benefits, 401K plan with matching and a referral bonus program.

SPECTRA FORCE offers unpaid leave as well as paid sick leave when required by law.

Equal Opportunity Employer : SPECTRA FORCE is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, sexual orientation, gender identity, genetic information, disability or veteran status, or any other category protected by applicable federal, state, or local laws.

Please contact Human Resources at nahr@spectraforce.com if you require reasonable accommodation.

Last updated : 2024-04-24