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City National Bank of Florida · 9 hours ago

Market Team Leader

Winter Park, FL

Full-time

Onsite

Mid, Senior Level

2+ years exp

City National Bank of Florida is seeking a Market Team Leader who will be responsible for overseeing the day-to-day operations of the banking center while supporting sales initiatives and performance goals. The role includes engaging with branch staff to acquire new clients, deepen existing relationships, and ensure compliance with internal policies and procedures.

BankingCommercial LendingConsumer LendingFinanceFinancial Services

Growth Opportunities

Responsibilities

Supports the execution of banking center sales strategies to drive deposit and loan growth, focusing on client retention and identifying new business opportunities

Consistently meets and strives to exceed individual and team sales goals, including deposits, loans, and referral metrics

Collaborates with Small Business Bankers (SBBs) and internal partners to identify and promote referral opportunities across business lines

Conducts outbound service calls using a consultative approach; addresses client objections and facilitates appropriate referrals, ensuring satisfaction and follow-up

Assists with the timely resolution of financial ticklers in accordance with Bank policies

Reviews and discusses the Banking Center’s Statement of Condition with leadership to support analysis of deposit and loan performance

Provides peer coaching and guidance to support referral performance and service effectiveness

Coordinates and assists with lead-scrubbing efforts, helping ensure accuracy of prospect data

Participates in client relationship-building activities, including follow-ups and check-ins with Tier 1 clients

Assists in developing business through relationships with Centers of Influence (e.g., CPAs, attorneys), as directed

Maintains a targeted prospect list and participates in networking, community outreach, and calling efforts

Represents the banking center at community events and supports the Bank’s public image and presence

Performs account opening, maintenance, and closing tasks, ensuring accuracy and compliance

Documents client activity and referral interactions in Elevate and ensures appropriate hand-offs

Adjusts staff positioning throughout the day to support client traffic and workflow needs

Processes and approves routine operational transactions, such as checks and wires, within assigned authority levels

Manages cash operations in coordination with UB Senior, including coin/currency ordering and shipment handling

Participates in ATM balancing, vault operations, and TCR reconciliation

Reviews night depository and ATM envelopes to ensure proper processing and documentation

Supports teller line operations and ensures timely scanning of daily work via remote capture

Maintains documentation for branch keys and combinations in coordination with the Regulatory Operations Consultant (ROC)

Ensures files and documentation are handled and stored securely and in accordance with policy

Serves as backup to Universal Banker and UB Senior roles as needed to maintain service continuity

Performs duties related to safe deposit box access, documentation, rent collection, and escheatment processes

Coordinates SBB sales schedules and participates in lead call activities

Maintains full cross-training in teller, platform, and operational tasks to support business needs

Supports the implementation of client service excellence initiatives and operational standards

Reviews and escalates overdrafts for resolution or charge-off consideration per Bank guidelines

Completes routine client service requests, including account updates and product support

Maintains organized client records and ensures accuracy of data entered into the system

Demonstrates strong product knowledge, especially around Treasury Management services, to assist in identifying cross-sell opportunities

Initiates and verifies domestic and international wire transfers, following all policy and approval protocols

Works with ROC to resolve operational findings and ensure corrective measures are implemented

Performs quality reviews of wire transfers and related documentation for accuracy

Identifies client needs and provides recommendations for products and services as appropriate

Assists with overdraft recovery efforts and prepares accounts for potential charge-off

Submits required documentation for new accounts and business packages accurately and promptly

Verifies that system access and user roles are properly aligned with duties

Participates in quarterly check-ins and supports performance tracking activities

Follows risk management, fraud prevention, and loss mitigation procedures

Adheres to compliance requirements for account opening, regulatory testing (e.g., Reg CC, CIP, NRA), and related documentation

Participates in business continuity planning exercises and contributes to loss investigations when applicable

Completes dual control responsibilities for branch opening and closing as assigned

Assists in investigating operational losses and supports resolution activities

Reviews and submits timecards and time-related changes for accuracy, as applicable

Provides real-time peer support and models expected client service and referral behavior

May assist in supporting multiple banking centers if directed by branch or market leadership

Maintains flexibility in scheduling, including availability for Saturdays and temporary reassignment

Meets the requirements of the S.A.F.E. Act and follows all applicable procedures, including notifying Human Resources of any status changes

Qualification

Retail banking experienceSales abilityCoachingDevelopmentBank operations knowledgeClient service best practicesCommunication skillsProblem-solving skillsDecision-making skillsOrganizational skillsDetail-oriented