City National Bank
Sales & Service Banker
City National Bank, Miami, Florida, us, 33222
Sales & Service Banker
Job ID2024-5097
CategoryBusiness & Personal Banking
TypeFull-Time
Workplace policyBanking Center
OverviewThe Sales & Service Banker will be responsible for servicing our clients and opening account referrals for the larger business centers in the company. Responsible for meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services, while increasing deposits and fee incomes, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual referral goals or team sales goals.
Principal Duties & Responsibilities:
Coordinates with the Business & Sales Service Manager in preparing required reports and performs other functions as required.
Responsible for servicing clients and opening account referrals for larger branches.
Provides assistance in completing Requests for information (RFIs) from the BSA department as needed.
Assist in completing Financial ticklers as well as signature cards in a timely manner.
Proactively seeks ways to develop and expand client relationships in order to contribute towards the Bank's success.
Develops and maintains a prospect list of potential clients through identifying cross-selling opportunities.
Responsible for the retention and growth of the Banking Center team goals.
Develops deposit and loan relationships via client referrals.
Well versed in all Bank products and services to ensure relationship building opportunities.
Cross-trained in all paying, receiving and collection functions including cash handling.
Accurately processes transactions, adheres to strict security measures balancing procedures.
May provide loan support functions, such as help prepare prescreen memos, loan documentation scanning with the guidance from Business Market Leader.
Identifies client needs and will coordinate/refer to other lines of business as needed including meeting referral goal expectations.
Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs.
Makes overdraft decisions on a daily basis, pay/return decisions using independent judgment within authority limits.
Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems.
Services all client account needs: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sells travelers checks, and cashier checks.
Works closely with all lines of business and other departments to deliver an integrated and seamless experience for clients.
Maintains strong product knowledge and knowledge of the marketplace.
Ensures compliance with the Bank's operational and security policies and procedures.
Completes all necessary G/L tickets and balances accurately.
Ensures that reports required by Senior Management are accurate and completed on time.
Responsible for opening and closing the banking center.
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.
Qualifications
2-4 years work experience and proven consultative outside sales experience in financial services or small business banking.
Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers to pull.
Proven track record of prospecting new business, enhancing existing relationships and meeting or exceeding sales goals.
Proven sales skills and client management experience.
Must be able to assess and analyze financial conditions of clients and industry trends.
Ability to understand and interpret financial statements and cash flow analysis.
Education
High School Diploma or GED equivalent.
Special Instructions to Candidates
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
Please view Equal Employment
#J-18808-Ljbffr
Job ID2024-5097
CategoryBusiness & Personal Banking
TypeFull-Time
Workplace policyBanking Center
OverviewThe Sales & Service Banker will be responsible for servicing our clients and opening account referrals for the larger business centers in the company. Responsible for meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services, while increasing deposits and fee incomes, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual referral goals or team sales goals.
Principal Duties & Responsibilities:
Coordinates with the Business & Sales Service Manager in preparing required reports and performs other functions as required.
Responsible for servicing clients and opening account referrals for larger branches.
Provides assistance in completing Requests for information (RFIs) from the BSA department as needed.
Assist in completing Financial ticklers as well as signature cards in a timely manner.
Proactively seeks ways to develop and expand client relationships in order to contribute towards the Bank's success.
Develops and maintains a prospect list of potential clients through identifying cross-selling opportunities.
Responsible for the retention and growth of the Banking Center team goals.
Develops deposit and loan relationships via client referrals.
Well versed in all Bank products and services to ensure relationship building opportunities.
Cross-trained in all paying, receiving and collection functions including cash handling.
Accurately processes transactions, adheres to strict security measures balancing procedures.
May provide loan support functions, such as help prepare prescreen memos, loan documentation scanning with the guidance from Business Market Leader.
Identifies client needs and will coordinate/refer to other lines of business as needed including meeting referral goal expectations.
Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs.
Makes overdraft decisions on a daily basis, pay/return decisions using independent judgment within authority limits.
Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems.
Services all client account needs: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sells travelers checks, and cashier checks.
Works closely with all lines of business and other departments to deliver an integrated and seamless experience for clients.
Maintains strong product knowledge and knowledge of the marketplace.
Ensures compliance with the Bank's operational and security policies and procedures.
Completes all necessary G/L tickets and balances accurately.
Ensures that reports required by Senior Management are accurate and completed on time.
Responsible for opening and closing the banking center.
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.
Qualifications
2-4 years work experience and proven consultative outside sales experience in financial services or small business banking.
Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers to pull.
Proven track record of prospecting new business, enhancing existing relationships and meeting or exceeding sales goals.
Proven sales skills and client management experience.
Must be able to assess and analyze financial conditions of clients and industry trends.
Ability to understand and interpret financial statements and cash flow analysis.
Education
High School Diploma or GED equivalent.
Special Instructions to Candidates
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
Please view Equal Employment
#J-18808-Ljbffr