Universal Banker - Doral 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. 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, but not limited to, 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 active role in meeting the needs and expectations of clients by servicing, promoting and identifying cross-selling opportunities. What You\'ll Do Proactively and pleasantly 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 clients to appropriate bank personnel to meet their financial needs. Executes a variety of transactions in accordance with applicable policies and procedures, with a high level of accuracy and efficiency while maximizing the sales potential of every interaction. Consistently meets and/or exceeds assigned individual and team referral/sales goals. Identifies client profiles and their respective needs, asks needs-revealing questions, identifies client cues, makes appropriate benefit statements, handles objections, closes referrals to the appropriate business partner, ensures client retention and client service satisfaction. Develops business name sales leads by scrubbing leads through Hoovers or other lists to provide leads/referrals to the sales staff. Must meet Bank established minimum monthly lead goal. 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 a 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 teller-line transactions. Handles checks, debit/credit tickets and 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 ordering, shipping currency and coins. Cross-trained to perform balancing of ATMs, TCR, as applicable, and night depository. Cross-trained in all areas of client service including opening accounts, wire transfers, etc. Ensures that all teller work is correctly and 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 other Business Center staff with additional duties. EFT Department – assists with debit card activation, travel dates, limit increases, disputes and 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 drilling of safe deposit boxes due to lost keys or abandoned property, when applicable. Prepares abandoned property for escheatment. Ensures accuracy and 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 transactions. Completes domestic/international wires according to Board-approved authorization limits and in accordance with banking policy and procedures. May perform routine client service functions such as change of address, providing statements, checkbook orders, ATM/Debit card orders, PIN changes, etc. Increases bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and prompt client service. Due to scheduling and business needs, the bank may modify work hours and location as needed, including working on Saturdays. Educates new and existing clients on all digital products. Education 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. Benefits Health Coverage: Medical, dental, and vision plans with employer contributions. Retirement Savings: 401(k) with matching. Paid Time Off & Holidays: Generous PTO and paid holidays. Wellness Support: Access to mental health and financial wellness resources. Visit our benefits page to learn more. 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 via email. #J-18808-Ljbffr City National Bank of Florida