Banking Center Support Specialist jobs in United States
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City National Bank of Florida · 10 hours ago

Banking Center Support Specialist

City National Bank of Florida is seeking a Banking Center Support Specialist who actively meets the needs and expectations of clients by servicing, promoting, and cross-selling the Bank's products and services. The role involves increasing deposits, maintaining client relations, and achieving sales goals while performing various banking functions.

BankingCommercial LendingConsumer LendingFinanceFinancial Services
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Growth Opportunities

Responsibilities

Consistently meets and/or exceeds assigned individual and team sales goals
Supports relationship-building efforts through cross-selling, use of marketing materials, participation in promotions, telemarketing, and providing prompt client service
Maintains a prospect list of potential clients and participates in networking, outbound calling, and other outreach activities as directed
Opens and processes various types of accounts, products, and services after consulting with clients to understand their needs
Responds to general client inquiries, reconciles statements, and works with operations to resolve discrepancies and maintain accurate account records
Performs teller functions as needed, including accepting deposits, cashing checks within policy limits, processing withdrawals, selling travelers checks and cashier checks, and accepting loan payments
Facilitates client transactions and responds quickly and effectively to questions or concerns
Provides access to safe deposit boxes after verifying client identity and authorization
Completes documentation for safe deposit box rentals, transfers, or surrenders
Records payments for safe deposit box rent and follows up on past due accounts
Witnesses safe deposit box drilling due to lost keys or abandoned property and prepares items for escheatment
Contributes to team and individual goals related to deposits, loans, cross-selling, and referrals to other Bank units such as Investments, Lending, and Treasury Services
Performs paying, receiving, and collection functions with a high degree of accuracy
Adheres to all cash handling, operational, security, and compliance policies including BSA/AML
Assists Lending staff or works within own authority to interview loan applicants, collect required documentation, and support the credit decision process. May assist in closing loans in compliance with applicable regulations
Ensures compliance with operational and security procedures to maintain accounting integrity and safeguard assets
Completes general ledger tickets and balances transactions accurately
Performs vault duties and ATM reconciliations as assigned
May assist with more complex functions such as inputting and verifying domestic/international wire transfers within authorized limits and in accordance with policy
Supports Branch BSA operations and wire transfer processing as needed
Completes routine service requests and administrative tasks, including timely preparation of required reports
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 is expected to follow procedures, including notifying Human Resources of any changes in current status

Qualification

Retail banking experienceClient-facing serviceCash handling skillsNeeds-based sales techniquesRegulationsAttention to detailFast-paced environmentTeam collaboration

Required

2-4 years of experience in retail banking or financial services, with direct exposure to both platform and teller responsibilities
Demonstrated ability to perform client-facing service functions including account opening, transaction processing, and cross-selling bank products
Proven success in meeting performance goals through relationship development and consistent service delivery
Strong cash handling skills with experience reconciling transactions, performing teller functions, and using teller terminals or online banking systems in accordance with operational and compliance procedures
Proficient in needs-based sales techniques and delivering high-level client service
Ability to interpret detailed written materials and perform accurate mathematical calculations
Capable of handling complex transactions efficiently and with attention to detail
Security-conscious and thorough in following procedures related to client accounts and banking operations
Understanding of Federal and State regulations applicable to teller and banking center activities
Willingness to work extended hours, including weekends, as needed
Ability to work in a fast-paced environment and travel between banking centers with little or no notice
Meets the requirements of the S.A.F.E. Act and follows procedures including timely notification to Human Resources of any changes in status
High School Diploma or GED equivalent or a combination of education/relevant professional experience may be considered in lieu of a degree

Company

City National Bank of Florida

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City National Bank is a financial institution that offers banking products and services to businesses, healthcare, and individuals.

Funding

Current Stage
Late Stage

Leadership Team

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Jorge Gonzalez
CEO & Vice Chairman of the Board
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Rafael Barrera Renault
Executive Vice President, Chief Human Resources Officer
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Company data provided by crunchbase