City National Bank
Universal Banker
City National Bank, Miami, Florida, us, 33222
Universal Banker
Job ID
2024-5087
Category
Business & Personal Banking
Type
Full-Time
Workplace policy
Banking Center
Overview
The Universal Banker role consists of assisting clients by providing exceptional customer service, accurately and efficiently performing all paying, receiving, and collection functions. This includes processing transactions, adhering to strict security measures, and maintaining strong balancing procedures. The role is cross-trained in all servicing functions of the platform to support bankers and assist clients as needed, including opening accounts, wire transfer input, change of address, and client research. Ensures accuracy, excellence in client service, and compliance with security and bank regulatory procedures. Takes an active role in meeting the needs and expectations of clients by servicing, promoting, and identifying cross-selling opportunities.Principal Duties & Responsibilities:Proactively greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience.Client Services duties include helping in the lobby to ensure clients are attended to at all times; when not servicing clients in the teller line, the Universal Banker assists clients in the lobby and refers them to appropriate bank personnel.Executes a variety of transactions in accordance with applicable policies and procedures, with a high level of accuracy and efficiency while maximizing sales potential.Consistently meets and/or exceeds assigned individual and team referral/sales goals.Identifies client profiles and needs, asks revealing questions, makes appropriate benefit statements, handles objections, and ensures client retention and service satisfaction.Develops business name sales leads by gathering additional information about owners and companies to provide leads/referrals to the sales staff.Maintains confidentiality with all obtained information.Promotes the Bank's products and services.Adheres to cash handling, operational, security, and BSA/AML policies and procedures.Serves as backup to Business Transaction Leader for complex transactions and monitors security policies.Responsible for opening and/or closing the branch as part of a two-member team.Provides timely and efficient client service by assisting the banking center team.Develops and maintains a prospect list of potential leads from teller line transactions.Handles checks, debit/credit tickets, and other necessary transactions.Ensures accuracy and adequacy of bank currency and coin supply.Cross-trained to perform balancing of ATMs and night depository.Ensures all teller work is correctly scanned through branch remote capture daily.Responsible for sending files and documents for storage following bank guidelines.Responds to internal/external client phone calls and emails on behalf of sales staff.May assist with other duties in the Business Center.Educates clients on all digital products.Qualifications
2-4 years prior banking experience, including cash handling, sales, and client service.Knowledge of procedures and policies related to bank teller functions and on-line computer systems.Strong sales background is a plus.Professional demeanor and appearance.Proven abilities in needs-based sales and high-level client servicing skills.Ability to prepare or interpret detailed written materials and perform detailed mathematical functions accurately.Able to accurately handle complex transactions efficiently.Security conscious, accurate, and attentive to detail.Understanding of compliance with Federal & State laws governing teller areas.Demonstrated ability to meet and exceed sales goals while maintaining high client service levels.May need to work extended hours, including weekends.Education
High School Diploma or GED equivalent.Special Instructions to Candidates
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.Reasonable accommodation may be made to assist individuals with disabilities in completing the online application process.
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Job ID
2024-5087
Category
Business & Personal Banking
Type
Full-Time
Workplace policy
Banking Center
Overview
The Universal Banker role consists of assisting clients by providing exceptional customer service, accurately and efficiently performing all paying, receiving, and collection functions. This includes processing transactions, adhering to strict security measures, and maintaining strong balancing procedures. The role is cross-trained in all servicing functions of the platform to support bankers and assist clients as needed, including opening accounts, wire transfer input, change of address, and client research. Ensures accuracy, excellence in client service, and compliance with security and bank regulatory procedures. Takes an active role in meeting the needs and expectations of clients by servicing, promoting, and identifying cross-selling opportunities.Principal Duties & Responsibilities:Proactively greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience.Client Services duties include helping in the lobby to ensure clients are attended to at all times; when not servicing clients in the teller line, the Universal Banker assists clients in the lobby and refers them to appropriate bank personnel.Executes a variety of transactions in accordance with applicable policies and procedures, with a high level of accuracy and efficiency while maximizing sales potential.Consistently meets and/or exceeds assigned individual and team referral/sales goals.Identifies client profiles and needs, asks revealing questions, makes appropriate benefit statements, handles objections, and ensures client retention and service satisfaction.Develops business name sales leads by gathering additional information about owners and companies to provide leads/referrals to the sales staff.Maintains confidentiality with all obtained information.Promotes the Bank's products and services.Adheres to cash handling, operational, security, and BSA/AML policies and procedures.Serves as backup to Business Transaction Leader for complex transactions and monitors security policies.Responsible for opening and/or closing the branch as part of a two-member team.Provides timely and efficient client service by assisting the banking center team.Develops and maintains a prospect list of potential leads from teller line transactions.Handles checks, debit/credit tickets, and other necessary transactions.Ensures accuracy and adequacy of bank currency and coin supply.Cross-trained to perform balancing of ATMs and night depository.Ensures all teller work is correctly scanned through branch remote capture daily.Responsible for sending files and documents for storage following bank guidelines.Responds to internal/external client phone calls and emails on behalf of sales staff.May assist with other duties in the Business Center.Educates clients on all digital products.Qualifications
2-4 years prior banking experience, including cash handling, sales, and client service.Knowledge of procedures and policies related to bank teller functions and on-line computer systems.Strong sales background is a plus.Professional demeanor and appearance.Proven abilities in needs-based sales and high-level client servicing skills.Ability to prepare or interpret detailed written materials and perform detailed mathematical functions accurately.Able to accurately handle complex transactions efficiently.Security conscious, accurate, and attentive to detail.Understanding of compliance with Federal & State laws governing teller areas.Demonstrated ability to meet and exceed sales goals while maintaining high client service levels.May need to work extended hours, including weekends.Education
High School Diploma or GED equivalent.Special Instructions to Candidates
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.Reasonable accommodation may be made to assist individuals with disabilities in completing the online application process.
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