City National Bank · 1 month ago
Market Team Leader
US-FL-Winter Park
Full-time
Onsite
Entry, Mid Level
2+ years expCity National Bank is seeking a Market Team Leader to oversee the daily operations of their banking center. This role includes engaging with branch staff to drive sales initiatives, maintain operational compliance, and ensure high standards of client service.
BankingFinanceFinancial Services
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
Required
Minimum 2 years of retail banking operational experience at a supervisory level
Strong business acumen with strong sales ability and persuasiveness skills
Proven ability to exceed goals and drive revenue growth
Ability to effectively coach, develop, and hold team members accountable
Excellent communication, problem-solving, and decision-making skills
Well organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment
In-depth understanding of bank operations, compliance, and client service best practices
Comfortable exercising sound judgment and discretion within authority limits
High School Diploma or GED equivalent
An equivalent combination of education and relevant professional experience may be considered in lieu of a degree
Company
City National Bank
City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.
1001-5000 employees
H1B Sponsorship
City National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Howard Hammond
CEO City National Bank
Fiyaz Khan
Senior Vice President, Structured Products
Recent News
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