City National Bank of Florida
City: Miramar, FL — Salary: $40,000.00–$70,000.00
About the Role The Universal Banker role consists of assisting clients by providing exceptional customer service, accurately and efficiently performing all paying, receiving, and collection functions. Processes transactions, adheres to strict security measures, and follows strong balancing procedures. Cross‑trained in all servicing functions of the platform to support bankers and continue to assist clients as needed, such as opening accounts, wire transfer input, change of address, and client research. Ensures accuracy, excellence in client service and maintains appropriate 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. Engages in conversation with clients by actively listening and asking questions. Introduces clients to other CNB team members, as appropriate, to proactively help meet their financial needs.
What You'll Do
Proactively and pleasantly greet clients to establish a connection and develop rapport, providing an outstanding, personalized client experience.
Assist clients in the lobby to ensure they are being attended to at all times; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the lobby and refer clients to appropriate bank personnel to meet their financial needs.
Execute a variety of transactions in accordance with applicable policies and procedures, with a high level of accuracy and efficiency while maximizing the sales potential of every interaction.
Consistently meet and/or exceed assigned individual and team referral/sales goals.
Identify client profiles and their respective needs, ask need‑revealing questions, identify client CUES, make appropriate benefit statements, handle objections, close the referral to the appropriate business partner, ensuring client retention and satisfaction.
Develop business name sales leads by “scrubbing” leads through Hoovers or any other list, providing leads/referrals to the sales staff. Must meet bank‑established minimum monthly lead goal.
Maintain the highest level of confidentiality with all information obtained.
Promote the bank’s products and services.
Adhere to cash handling, operational, security, and BSA/AML policies and procedures to avoid liability.
Assist as part of the two‑member team to open and/or close the branch.
Provide timely and efficient client service by continuously helping the rest of the banking center team.
Develop and maintain a prospect list of potential non‑on‑us leads from teller‑line transactions.
Handle checks, debit/credit tickets and all other necessary transactions such as loan payments within established limits.
Ensure accuracy and adequacy of bank currency and coin supply and verify cash shipments; including ordering, shipping currency & coins.
Cross‑trained to perform balancing of ATMs, TCR, as applicable and night depository.
Cross‑trained in all areas of client service including opening accounts, wire transfers, etc.
Ensure 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.
Respond to emails on behalf of sales staff to BPB Support when WTA’s are missing or incomplete schedule A’s.
Assists the rest of Business Center staff with other duties such as EFT department activation, disputes, ordering new cards, follow‑ups with clients on missing/pending signature cards, access to safe deposit boxes, follow‑ups on past‑due safe deposit box rent, witnessing drilling of safe deposit boxes, and preparing abandoned property for escheatment.
Marches complex service and branch functions such as inputting outgoing…
Completes domestic/international wires according to board‑approved authorization limits and banking policy.
Performs routine client service functions such as change of address, providing statements, check book orders, ATM/Debit card orders, PIN # changes, etc.
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 work hours and location as needed, including working on Saturday.
Educates new and existing clients on all digital products.
Qualifications
2–4 years prior banking experience including cash handling, sales, and client service.
Prior knowledge of procedures and policies related to the function of a bank teller and working knowledge of the online computer system or teller terminal is necessary.
Strong sales background is a plus.
Proven abilities in needs‑based sales and high‑level client servicing skills.
Ability to prepare or interpret detailed written materials and perform detailed mathematical functions accurately.
Accurately handle complex transactions efficiently.
Security conscious, accurate, and attentive to detail.
Understanding of compliance with Federal & State laws governing teller areas.
Demonstrated ability to meet and exceed sales goals and maintain a high level of client service.
May need to work extended hours, including weekends.
Education
High school diploma or an equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.
Special Information To Candidates City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at 305‑577‑7207 or by email at talent.attraction@citynational.com.
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About the Role The Universal Banker role consists of assisting clients by providing exceptional customer service, accurately and efficiently performing all paying, receiving, and collection functions. Processes transactions, adheres to strict security measures, and follows strong balancing procedures. Cross‑trained in all servicing functions of the platform to support bankers and continue to assist clients as needed, such as opening accounts, wire transfer input, change of address, and client research. Ensures accuracy, excellence in client service and maintains appropriate 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. Engages in conversation with clients by actively listening and asking questions. Introduces clients to other CNB team members, as appropriate, to proactively help meet their financial needs.
What You'll Do
Proactively and pleasantly greet clients to establish a connection and develop rapport, providing an outstanding, personalized client experience.
Assist clients in the lobby to ensure they are being attended to at all times; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the lobby and refer clients to appropriate bank personnel to meet their financial needs.
Execute a variety of transactions in accordance with applicable policies and procedures, with a high level of accuracy and efficiency while maximizing the sales potential of every interaction.
Consistently meet and/or exceed assigned individual and team referral/sales goals.
Identify client profiles and their respective needs, ask need‑revealing questions, identify client CUES, make appropriate benefit statements, handle objections, close the referral to the appropriate business partner, ensuring client retention and satisfaction.
Develop business name sales leads by “scrubbing” leads through Hoovers or any other list, providing leads/referrals to the sales staff. Must meet bank‑established minimum monthly lead goal.
Maintain the highest level of confidentiality with all information obtained.
Promote the bank’s products and services.
Adhere to cash handling, operational, security, and BSA/AML policies and procedures to avoid liability.
Assist as part of the two‑member team to open and/or close the branch.
Provide timely and efficient client service by continuously helping the rest of the banking center team.
Develop and maintain a prospect list of potential non‑on‑us leads from teller‑line transactions.
Handle checks, debit/credit tickets and all other necessary transactions such as loan payments within established limits.
Ensure accuracy and adequacy of bank currency and coin supply and verify cash shipments; including ordering, shipping currency & coins.
Cross‑trained to perform balancing of ATMs, TCR, as applicable and night depository.
Cross‑trained in all areas of client service including opening accounts, wire transfers, etc.
Ensure 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.
Respond to emails on behalf of sales staff to BPB Support when WTA’s are missing or incomplete schedule A’s.
Assists the rest of Business Center staff with other duties such as EFT department activation, disputes, ordering new cards, follow‑ups with clients on missing/pending signature cards, access to safe deposit boxes, follow‑ups on past‑due safe deposit box rent, witnessing drilling of safe deposit boxes, and preparing abandoned property for escheatment.
Marches complex service and branch functions such as inputting outgoing…
Completes domestic/international wires according to board‑approved authorization limits and banking policy.
Performs routine client service functions such as change of address, providing statements, check book orders, ATM/Debit card orders, PIN # changes, etc.
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 work hours and location as needed, including working on Saturday.
Educates new and existing clients on all digital products.
Qualifications
2–4 years prior banking experience including cash handling, sales, and client service.
Prior knowledge of procedures and policies related to the function of a bank teller and working knowledge of the online computer system or teller terminal is necessary.
Strong sales background is a plus.
Proven abilities in needs‑based sales and high‑level client servicing skills.
Ability to prepare or interpret detailed written materials and perform detailed mathematical functions accurately.
Accurately handle complex transactions efficiently.
Security conscious, accurate, and attentive to detail.
Understanding of compliance with Federal & State laws governing teller areas.
Demonstrated ability to meet and exceed sales goals and maintain a high level of client service.
May need to work extended hours, including weekends.
Education
High school diploma or an equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.
Special Information To Candidates City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at 305‑577‑7207 or by email at talent.attraction@citynational.com.
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