Apply on Employer Site

City National Bank of Florida · 1 day ago

Banking Center Support Specialist

Florida, United States

Full-time

Onsite

Entry Level

2+ years exp

City National Bank of Florida is seeking a Banking Center Support Specialist who will actively meet the needs and expectations of clients by servicing, promoting, and selling the bank's products and services. The role involves increasing deposits and fee income while maintaining superior client relations and consistently meeting individual or team sales goals.

BankingCommercial LendingConsumer LendingFinanceFinancial Services

Growth Opportunities

Responsibilities

Consistently meets and/or exceed assigned individual and team sales goals

Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service

Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as appropriate

Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs

Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files

Services all client account needs, including teller work as needed: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc

Facilitates transactions. Responds quickly and effectively to client questions

Provides access to safe deposit boxes after verifying the client’s identity and right to access

Completes necessary documents for clients to rent, transfer or surrender a safe deposit box

Receives and records payments for safe deposit box rent

Follows up on past due safe deposit box rent

Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property

Prepares abandoned property for escheatment

Works to achieve the Bank’s team goals or individual goals including, but not limited to, deposits, loans, cross-selling and referrals to other units of the bank such as Investments, Lending, Treasury Services, etc

Performs all paying, receiving and collection functions within the banking center with a high degree of accuracy

Adheres to cash handling, operational, security, BSA/AML and all other policies and procedures

Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service

In conjunction with Lending staff or within own scope of authority, interviews prospective loan applicants. Collects all pertinent client supplied documents to support the credit decision process. Assists the underwriting officer or Bank Manager in obtaining complete information on the loan request and communicates with client as needed. Based on the type of loan, may close the loan ensuring compliance with all credit regulations

Ensures compliance with the Bank’s operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times

Completes all necessary G/L tickets and balances accurately

Able to handle vault duties and ATM reconciliations

May perform more complex service and branch functions such inputting and verify outgoing domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures

Assists as needed with Branch BSA operations and processes wire transfers

Performs routine service requests and administrative bank functions. Prepares all necessary reports in a timely basis

Must be able to travel to various Bank locations with little or no notice

Meets the requirements of the S.A.F.E. Act and expected to follow procedures including notifying Human Resources of any changes in current status

Qualification

Teller experienceSales experienceClient servicing skillsCash handlingCompliance knowledgeMathematical functionsAttention to detailCommunication skills

Required

2-4 years teller experience

Strong sales experience

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

Must have proven abilities in needs-based sales and high-level client servicing skills

Excellent client service and cash handling experience is necessary

Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately

Able to accurately handle the most complex transactions efficiently

Be security conscious, accurate and attentive to detail

Should have an understanding of compliance with Federal & State laws governing teller areas

A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required

May need to work extended hours that may include weekends

High School Diploma or equivalent

An equivalent combination of education and relevant professional experience may be considered in lieu of a degree