Safra National Bank of New York ("Safra National") is a nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Reserve and the Federal Deposit Insurance Corporation ("FDIC"). Headquartered in New York, with a branch in Florida and representative offices in Brazil, Chile, Mexico and Panama, Safra National is a leading private bank with a devoted team of relationship managers serving many sophisticated U.S. and international high net worth clients.
About the Role
The Teller will be responsible for delivering personalized financial services to high-net-worth clients, ensuring seamless and confidential transactions while providing an exceptional customer experience. The ideal candidate will manage day-to-day transactions, respond to client inquiries, and collaborate with team members to provide comprehensive financial services that support our clients' unique needs and goals.
Responsibilities
Client Service:
Provide exceptional, personalized service to private banking clients, including handling transactions, addressing inquiries, and assisting with special requests.
Ensure a welcoming, professional, and secure environment for clients at all times.
Transaction Processing:
Process a variety of financial transactions accurately, including deposits, withdrawals, wire transfers, check cashing, and foreign currency exchanges.
Handle large and complex transactions with confidentiality and discretion.
Account Management Support:
Provide clients with account-related information and facilitate access to other private banking services as needed.
Problem Resolution:
Investigate and resolve client issues or concerns in a timely manner, coordinating with relevant departments to ensure satisfactory outcomes.
Escalate complex problems or complaints to the customer service team, management or private banking advisors when necessary.
Compliance and Security:
Adhere to all banking regulations, internal policies, and anti-money laundering (AML) requirements to maintain a high level of security and compliance.
Ensure all transactions and records meet regulatory and internal standards.
Relationship Building:
Build and maintain strong client relationships, enhancing customer loyalty and satisfaction. Ensure customers are well attended while at the branch; offering and providing water, coffee, etc...
Administrative Support:
Perform administrative tasks, such as record keeping, document management and imaging, and reporting, to support private banking operations.
Prepare and verify documents for account transactions and other client services. Lead mailroom functions tied to Ups, Fedex, mail delivery and courier control
Other:
Other duties as determined by the Manager or Director of the area, as applicable
Qualifications
Education: High school diploma or equivalent required; associate's or bachelor's degree in finance, business, or a related field is a plus.
Experience:
Previous experience as a bank teller is a must.
Previous experience as customer service representative, or in a private banking environment is highly preferred.
Familiarity with private banking services and high-net-worth client management is advantageous.
Skills:
Excellent communication and interpersonal skills with a strong customer-focused attitude.
High attention to detail and accuracy in handling financial transactions.
Ability to work with discretion, maintaining confidentiality in all client interactions.
Proficiency in banking software, MS Office, and other relevant technologies. Ability to multi-task and be able to shift from one task to another easily. Works well under tight deadlines. Effective oral, written, and interpersonal communication skills in English with the ability to carry out instructions, instruct others, understand procedures, and to speak clearly to customers and co-workers. Portuguese and Spanish is a plus. Punctuality and an appropriate sense of time commitment and time management skills. Self-motivation. An awareness of appropriate behavior in all facets of profession interaction, and an ability to conduct oneself in an appropriate and professional manner at all times.
Key Competencies
Client-Focused Service: Demonstrated commitment to exceeding client expectations.
Professionalism and Discretion: Upholds high standards of conduct, particularly regarding sensitive client information.
Problem-Solving: Ability to resolve issues quickly and effectively.
Adaptability: Capacity to work efficiently in a fast-paced, high-pressure environment.