Universal Banker Job at City National Bank of WV (Coral Gables, Florida)

Universal Banker

City National Bank of WV

Location:
United States , Coral Gables, Florida

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Universal Banker role consist of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Processing transactions, adhering to strict security measures and to strong balancing procedures. Cross-trained in all servicing functions of the platform to support bankers and continue to assist clients as needed, such as, but not limited to, opening accounts, wire transfer input, change of address, and client's research. Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedures. Takes an immediate active role in meeting the needs and expectations of clients; by servicing, promoting and identifying cross selling opportunities.

Job Responsibility:

Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience
Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time
when not servicing clients in the teller line, the Universal Banker is required to assist clients in the lobby and refers clients to appropriate bank personnel in order to meet their financial needs
Executes a variety of transactions in accordance with applicable policies and procedures, and with a high level of accuracy and efficiency while maximizing the sales potential of every interaction
Consistently meets and/or exceed assigned individual and team referral/sales goals
Identifies client’s profiles and their respective needs, asks need revealing questions, identifies client CUES, makes appropriate benefit statements, handles objections, closes the referral to the appropriate business partner, ensures client retention and client service satisfaction
Develops business name sales leads by “scrubbing” leads through Hoovers or any other list in order to provide leads/referrals to the sales staff
Maintains the highest level of confidentiality with all information obtained
Promotes the Bank’s products and services
Adheres to cash handling, operational, security and BSA/AML policies and procedures to avoid liability
Learns and understands servicing functions of the platform to support bankers, including performing complex transactions, monitoring adherence to security policies and procedures, maintaining proper balancing practices, and ensuring timely completion and processing of required documentation
Is responsible as part of the two-member team to open and/or close the branch
Provides timely and efficient client service by continuously helping the rest of the banking center team
Develops and maintains a prospect list of potential Non on us leads from the teller line transactions
Handles checks, debit/credit tickets and all other necessary transactions such as, loan payments within established limits
Ensures accuracy and adequacy of bank currency and coin supply and verifies cash shipments. Including but not limited to, ordering, shipping currency & coins
Cross trained to performs balancing of ATMs, TCR,as applicable and night depository
Cross-trained in all areas of client service including but not limited to opening accounts, wire transfers, etc
Ensures that all teller work is correctly & timely scanned through branch remote capture on a daily basis
Responsible for sending files and documents for storage following bank guidelines
Answering and responding to internal/external client phone calls
Responds to emails on behalf of sales staff to BPB Support when WTA’s are missing or incomplete schedule A’s
May assist the rest of Business Center staff with other duties: EFT Department – assists with debit card activation, travel dates, limit increases, disputes and the ordering of new cards
Follows up with clients on missing/pending signature cards
Provides access to safe deposit boxes after verifying the client’s identity and right to access, handles documents for surrender boxes
Follows up on past due safe deposit box rent, when applicable
Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property, when applicable
Prepares abandoned property for escheatment
Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedure
May perform more complex service and branch functions such as inputting outgoing
Completes domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures
May perform routine client service functions such as change of address, provide statements, check book orders, ATM/Debit card orders, pin # changes, etc
Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service
Due to scheduling and business needs, the bank may modify your work hours and work location as needed, including working on a Saturday
Educates new and existing clients on all digital products

Requirements:

Minimum 1 year of teller experience or equivalent cash‑handling experience in a financial or retail environment
Experience using customer‑facing transaction systems in retail or service environments, with the ability to quickly learn banking policies, teller functions, and related systems
Demonstrated ability to process transactions accurately and efficiently, with the capacity to learn more complex procedures as needed
Proven ability to deliver professional, client‑focused service and identify opportunities to refer or promote products and services that meet client needs
Ability to recognize cross‑sell opportunities and make appropriate product or service referrals
Ability to interpret or prepare detailed written materials and perform accurate mathematical calculations
Strong attention to detail, accuracy, and a high degree of security awareness
Understanding of applicable federal and state regulations governing teller operations and banking compliance
Professional demeanor and appearance
Ability to meet and exceed sales goals while maintaining exceptional client service standards
Flexibility to work extended hours, including weekends, as business needs require
Ability to lift and transport coin and currency bags weighing up to 25–35 pounds, using proper lifting techniques and equipment where appropriate
High School Diploma or GED equivalent Required
An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree

What we offer:

Medical
401(k)/Retirement Plans
Tuition Reimbursement
Holidays
Awards & Recognition
Flex Time

Additional Information:

Job Posted:
March 20, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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