Universal Banker - London Square Banking Center

About Us Think BIG. Achieve More. At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us! Overview The Universal Banker role consists of assisting clients and providing exceptional customer service, accurately and efficiently performing all paying, receiving, and collection functions. Processing transactions, adhering to strict security measures and strong balancing procedures. Cross‑trained in all servicing functions of the platform to support bankers and continue to assist clients as needed, such as opening accounts, wire transfer input, change of address, and client 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. Engages in conversation with clients by actively listening and asking questions. Introduces clients to other CNB team members, as appropriate, to proactively help meet their financial needs. What You’ll Do Proactively and pleasantly greet clients to establish a connection and develop rapport, providing an outstanding, personalized client experience. Client Services duties include, and are not limited to, helping in the lobby to ensure clients are being attended to at all times; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the lobby and refer clients to appropriate bank personnel in order to meet their financial needs. Execute 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 meet and/or exceed assigned individual and team referral/sales goals. Identify client profiles and their respective needs, ask need‑revealing questions, identify client CUES, make appropriate benefit statements, handle objections, close the referral to the appropriate business partner, and ensure client retention and client service satisfaction. Develop business name sales leads by “scrubbing” leads through Hoovers or any other list in order to provide leads/referrals to the sales staff. A scrubbed lead is taking a business name from Hoovers or any other list and taking steps to gather additional information about the owners and company, in order to provide that information to sales staff. Must meet bank established minimum monthly lead goal. Maintain the highest level of confidentiality with all information obtained. Promote the bank’s products and services. Adhere to cash handling, operational, security and BSA/AML policies and procedures to avoid liability. Be responsible as part of the two‑member team to open and/or close the branch. Provide timely and efficient client service by continuously helping the rest of the banking center team. Develop and maintain a prospect list of potential non‑on‑us leads from teller line transactions. Handle checks, debit/credit tickets and all other necessary transactions such as loan payments within established limits. Ensure accuracy and adequacy of bank currency and coin supply and verify cash shipments, including ordering, shipping currency & coins. Cross‑train to perform balancing of ATMs, TCR, as applicable and night depository. Cross‑train in all areas of client service including, but not limited to, opening accounts, wire transfers, etc. Ensure that all teller work is correctly and timely scanned through branch remote capture on a daily basis. Be responsible for sending files and documents for storage following bank guidelines. Answer and respond to internal/external client phone calls. Respond to emails on behalf of sales staff to BPB Support when WTA’s are missing or incomplete schedule A’s. Assist the rest of Business Center staff with other duties, e.g., EFT Department – assist with debit card activation, travel dates, limit increases, disputes and ordering of new cards. Follow up with clients on missing/pending signature cards. Provide access to safe deposit boxes after verifying the client’s identity and right to access, handle documents for surrender boxes. Follow up on past‑due safe deposit box rent, when applicable. Witness the drilling of safe deposit boxes due to lost keys or abandoned property, when applicable. Prepare abandoned property for escheatment. Maintain accuracy, excellence in client service and comply with security and bank regulatory procedures. Possibly perform more complex service and branch functions such as inputting outgoing transactions. Complete domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures. Possibly perform routine client service functions such as change of address, provide statements, check book orders, ATM/Debit card orders, PIN changes, etc. Increase 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. Educate new and existing clients on all digital products. Qualifications 2‑4 years prior banking experience which includes cash handling, sales, and client service. Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the online computer system or teller terminal is necessary. Strong sales background is a plus. Proven abilities in needs‑based sales and high‑level client servicing skills. Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately. Accurately handle the most complex transactions efficiently. Be 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 and maintain a high level of client service. May need to work extended hours that may include weekends. Education High School Diploma or an equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree. Special Information To Candidates City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at View email address on click.appcast.io. #J-18808-Ljbffr City National Bank of Florida