City National Bank of Florida
Overview: The Universal Banker Senior role consist of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. 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; 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 of Universal Bankers meet client needs. Takes a leading role when one or more Universal Bankers are in the banking center, acting as a mentor.
Introduces clients to other CNB team members, as appropriate , to proactively help meet their financial needs.
Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the lobby and refers clients to appropriate bank personnel in order to meet their financial needs.
Executes a variety of transactions in accordance with applicable policies and procedures, and with a high level of accuracy and efficiency while maximizing the sales potential of every interaction.
A scrubbed lead is taking a business name from Hoovers or any other list and taking steps to gather additional information about the owners and company, in order to provide that information to sales staff. Must meet Bank established minimum monthly lead goal
Promotes the Bank’s products and services.
Adheres to cash handling, operational, security and BSA/AML policies and procedures to avoid liability.
Learns and understands servicing functions of the platform to support bankers, including performing complex transactions, monitoring adherence to security policies and procedures, maintaining proper balancing practices, and ensuring timely completion and processing of required documentation.
Provides timely and efficient client service by continuously helping the rest of the banking center team.
Handles checks, debit/credit tickets and all other necessary transactions such as, loan payments within established limits.
Ensures accuracy and adequacy of bank currency and coin supply and verifies cash shipments. Including but not limited to, ordering, shipping currency & coins.
Cross trained to performs balancing of ATMs, TCR,as applicable and night depository.
Cross-trained in all areas of client service including but not limited to opening accounts, wire transfers, etc.
Ensures that all teller work is correctly & timely scanned through branch remote capture on a daily basis.
Responsible for sending files and documents for storage following bank guidelines.
Answering and responding to internal/external client phone calls.
EFT Department – assists with debit card activation, travel dates, limit increases, disputes and the ordering of new cards.
Provides access to safe deposit boxes after verifying the client’s identity and right to access, handles documents for surrender boxes.
Follows up on past due safe deposit box rent, when applicable.
Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property, when applicable.
Cross-trained in all areas of client service including but not limited to opening accounts, wire transfers, etc.
Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedure.
Assists Universal Banker with complex transactions, and client maintenance as needed.
Approves checks, debit/credit tickets and all necessary transactions within established limits.
Able to handle vault duties and ATM reconciliations.
Ensures that all teller work is correctly & timely scanned through branch remote capture on a daily basis.
Ensures that banking center key & combo assignments are properly assigned and recorded.
Educates new and existing clients on all digital products.
Completes domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures.
Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service.
Due to scheduling and business needs, the bank may modify your work hours and work location as needed, including working on a Saturday.
Assist with training Universal Banker.
Handle additional responsibilities including performing ATM/Vault balancing and/or assigning tasks, such as ATM/Vault balancing, or other teller related tasks to the Universal Banker.
5-7 years of prior banking experience which includes cash handling, sales, and client service.
~ Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary.
~ Ability to interpret or prepare detailed written materials and perform accurate mathematical calculations.
~ Understanding of applicable Federal and State regulations governing teller operations and banking compliance.
~ Ability to lift and transport coin and currency bags weighing up to 25–35 pounds, using proper lifting techniques and equipment where appropriate.
High School Diploma or GED equivalent.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process.
Introduces clients to other CNB team members, as appropriate , to proactively help meet their financial needs.
Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the lobby and refers clients to appropriate bank personnel in order to meet their financial needs.
Executes a variety of transactions in accordance with applicable policies and procedures, and with a high level of accuracy and efficiency while maximizing the sales potential of every interaction.
A scrubbed lead is taking a business name from Hoovers or any other list and taking steps to gather additional information about the owners and company, in order to provide that information to sales staff. Must meet Bank established minimum monthly lead goal
Promotes the Bank’s products and services.
Adheres to cash handling, operational, security and BSA/AML policies and procedures to avoid liability.
Learns and understands servicing functions of the platform to support bankers, including performing complex transactions, monitoring adherence to security policies and procedures, maintaining proper balancing practices, and ensuring timely completion and processing of required documentation.
Provides timely and efficient client service by continuously helping the rest of the banking center team.
Handles checks, debit/credit tickets and all other necessary transactions such as, loan payments within established limits.
Ensures accuracy and adequacy of bank currency and coin supply and verifies cash shipments. Including but not limited to, ordering, shipping currency & coins.
Cross trained to performs balancing of ATMs, TCR,as applicable and night depository.
Cross-trained in all areas of client service including but not limited to opening accounts, wire transfers, etc.
Ensures that all teller work is correctly & timely scanned through branch remote capture on a daily basis.
Responsible for sending files and documents for storage following bank guidelines.
Answering and responding to internal/external client phone calls.
EFT Department – assists with debit card activation, travel dates, limit increases, disputes and the ordering of new cards.
Provides access to safe deposit boxes after verifying the client’s identity and right to access, handles documents for surrender boxes.
Follows up on past due safe deposit box rent, when applicable.
Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property, when applicable.
Cross-trained in all areas of client service including but not limited to opening accounts, wire transfers, etc.
Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedure.
Assists Universal Banker with complex transactions, and client maintenance as needed.
Approves checks, debit/credit tickets and all necessary transactions within established limits.
Able to handle vault duties and ATM reconciliations.
Ensures that all teller work is correctly & timely scanned through branch remote capture on a daily basis.
Ensures that banking center key & combo assignments are properly assigned and recorded.
Educates new and existing clients on all digital products.
Completes domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures.
Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service.
Due to scheduling and business needs, the bank may modify your work hours and work location as needed, including working on a Saturday.
Assist with training Universal Banker.
Handle additional responsibilities including performing ATM/Vault balancing and/or assigning tasks, such as ATM/Vault balancing, or other teller related tasks to the Universal Banker.
5-7 years of prior banking experience which includes cash handling, sales, and client service.
~ Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary.
~ Ability to interpret or prepare detailed written materials and perform accurate mathematical calculations.
~ Understanding of applicable Federal and State regulations governing teller operations and banking compliance.
~ Ability to lift and transport coin and currency bags weighing up to 25–35 pounds, using proper lifting techniques and equipment where appropriate.
High School Diploma or GED equivalent.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process.