Bank Officer Salary at Banco BETA

Overview: The Universal Banker role consist of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Processing transactions, adhering to strict security measures and to strong balancing procedures. Cross-trained in all servicing functions of the platform to support bankers and continue to assist clients as needed, such as, but not limited to, opening accounts, wire transfer input, change of address, and client's research. Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedures. Takes an immediate active role in meeting the needs and expectations of clients; by servicing, promoting and identifying cross selling opportunities. May provide guidance and training to Universal Banker or other Universal Banker Seniors assigned to other Bank locations. At the direction of the Banking Center Manager, will help ensure scheduling

Job Description Job Description SUMMARY: The Treasury Management Officer will play a key role in driving sales of treasury products and services to corporate clients, providing expert financial advice, and ensuring high-quality customer service, building long-lasting client relationships. Responsible for identifying, analyzing, selling, and supporting treasury management products and services to established business customers and targeted prospective clients across all business units. Responds to management requests and acts as a liaison to ensure production priorities, closing deadlines, and client deliverables. Performs other related duties as necessary. ESSENTIAL DUTIES AND RESPONSIBILITIES Identifies sales opportunities through client interaction and by reviewing client relationships. Work closely with Relationship Managers and Branches to identify and develop cross-selling opportunities and provide a seamless customer experience. Support branch sales and training initiatives by co

The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships.. Responsibilities: Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.) Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs. Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture. Provide exceptional service delivery to our internal and external customers to resolve account servic

Overview: The Personal Banking Officer is responsible for providing personalized support in all phases of customer service, client relationship building, and account maintenance for a Branch. Responsibilities: Manages their own portfolio, offers bank products to meet the customers financial needs and meets annual production goals which may include, but not limited to, DDA growth, deposit growth, new loan production, loan portfolio growth, credit card referrals, and other cross-sell products referrals. Provides support to the branch in establishing Personal and Business accounts performing a wide range of services; management of customer transactions, loans, credit analysis, overdrafts, return item processing, customer service inquiries and other general administrative support. If licensed as an MLO, provides support to the Branch with accepting/processing HELOC loan applications. Assists with gathering of loan documents, accept loan payments for both commercial and consumer loans. Prof

Overview: The Universal Banker role consist of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Processing transactions, adhering to strict security measures and to strong balancing procedures. Cross-trained in all servicing functions of the platform to support bankers and continue to assist clients as needed, such as, but not limited to, opening accounts, wire transfer input, change of address, and client's research. Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedures. Takes an immediate active role in meeting the needs and expectations of clients; by servicing, promoting and identifying cross selling opportunities. May provide guidance and training to Universal Banker or other Universal Banker Seniors assigned to other Bank locations. At the direction of the Banking Center Manager, will help ensure scheduling

The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. **Responsibilities:** + Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.) + Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs. + Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture. + Provide exceptional service delivery to our internal and external customers to resolve acc

Ascendo is excited to present this amazing opportunity in the dynamic world of Banking & Financial Services! If you're looking to step into a high-impact role within a department that's on an upward trajectory, this could be your next career move. This position offers the chance to work closely with high-level internal teams and prestigious clientele, handling international and domestic wire activities in a fast-paced, compliance-driven environment. A fantastic opportunity for someone with sharp attention to detail and a passion for operational excellence! Key Responsibilities: Support daily processing of both foreign and domestic wire transfers, ensuring precision and timeliness Confirm wire transaction details including recipient data, currency values, and relevant account numbers Collaborate cross-functionally with teams such as treasury, compliance, and client relations to ensure seamless execution Monitor and troubleshoot wire queues, identifying and escalating irregularities or r

The Head Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. Responsibilities: Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.) Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs. Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture. Provide exceptional service delivery to our internal and external customers to resolve account se