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As a member of the Business & Personal Banking team, you’ll partner with our clients as a trusted ally, to accompany them every step of the way, thriving with them as they build their dreams. In your role, you will build trusted and dependable relationships that fuel bold achievement for our clients. We are the transformative allies in their journeys. At City National Bank of Florida, we keep true to our intimate roots, but are unbounded in our aspirations. Say yes to possibility.
Job Responsibility:
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
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
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
Requirements:
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
Must have proven abilities in needs-based sales and high-level client servicing skills
Excellent client service and cash handling experience
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
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
What we offer:
Medical plans that provide comprehensive medical and prescription drug coverage
401(k) program that provides 100% match up to 5%
Tuition Reimbursement for undergraduate and graduate studies