Universal Banker - Personal Banking & Cross-Sell Expert
City National Bank of Florida
City National Bank of Florida is seeking a Universal Banker to deliver exceptional client service while handling a wide range of banking transactions. You will assist in the lobby, process deposits and withdrawals, and promote bank products and services to meet client needs. The role emphasizes accuracy, security, and balancing procedures, with cross-training across servicing functions and a focus on building lasting client relationships in a fast-paced environment. #J-18808-Ljbffr City National Bank of Florida
- City National Bank of Florida is seeking a Universal Banker to deliver outstanding client service while performing teller and servicing functions with... ...assist clients in the lobby, and support bankers with cross-selling opportunities. The ideal candidate has at least one...Suggested
- ...Universal Banker Job ID 2026-6103 Category Business & Personal Banking Type Full-Time Workplace policy... ...strong balancing procedures. Cross-trained in all servicing functions... ...and identifying cross selling opportunities. What You...PersonalFull timeImmediate startRemote workNight shift
- ..., certificates of deposit, and money market accounts. Cross-sell and make referrals to bank partners to generate new business and deepen existing client... ...campaigns. Assist client with loan application for personal/retail consumer needs and "handing off" the processing...PersonalWork at office
- ...soundness and achieving market, branch and personal goals. Essential Duties and... ...screen. Explains, promotes, refers, or sells Bank products or services such as accounts, loans... ...Contributes to meeting branch sales goals. Cross-trains on the products and operational processes...PersonalWork at officeRelocation packageShift workNight shift
- ...IRAs, certificates of deposit, and money market accounts. Cross-sell and make referrals to bank partners to generate new business and deepen existing... ...campaigns. Assist client with loan application for personal/retail consumer needs and “handing off” the processing...PersonalWork at office
$34.1k - $49.38k
...Universal Banker IIUnited Community is seeking a highly skilled Universal Banker II. As a Universal... ...comprehensive understanding of retail banking products and servicesIdentify... ...exceptionsIdentify opportunities and make referrals cross-sell banking products and services, to other...Full timeLocal areaRemote work- ...understanding the client’s financial needs. Cross-trained to support sales and service... ...solutions including ATMs, Online and Mobile banking to make banking easier and enhance their... ...clients and prospects Ability to master personal computer (PC) keyboard and software skills...PersonalFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...Head Universal Banker The Head Universal Banker is a leadership... ...aligned with the bank's standards. Responsibilities... ...as a subject matter expert for the branch and... ...including buying and selling of cash with branch... ...ethical judgment regarding personal behavior, conduct and...PersonalFlexible hours
- City National Bank of Florida is seeking a Universal Banker to assist clients with exceptional service, handle transactions, and support bankers to ensure... ...services, and balance multiple responsibilities within a two-person team. #J-18808-Ljbffr City National Bank of Florida
$250k
The Personal Banker SAFE Act is an entry level position responsible for... ...larger lending opportunities and cross sell treasury and related small... ...experience Previous banking, retail, or sales experience... ...Education Bachelor\'s Degree/University degree or equivalent experience...Personal- ...Private Client Group Banker Full Time... ...innovations and personalized client... ...privately owned bank in Chile, and it... ...requires leading cross-functional client... ...Advisory Provide expert investment... ...identify cross-selling opportunities for... ...EDUCATION: Bachelor's/University degree required...PersonalFull timeWork at officeLocal areaAfternoon shift
- ...Part-Time Universal Banker (20 Hours), Bilingual English/Spanish Speaking Preferred, Doral Branch... ...transactions in accordance with bank policies and procedures Refer opportunities... ...sound ethical judgment regarding personal behavior, conduct and business practices...PersonalPart time
- ...Small Business Banker The Small Business Banker serves... ...5 million by providing banking products and services... ..., promoting, and selling the Bank's products and... ...operations of the bank. Cross trained in all paying,... ...client's business and personal needs. Well versed in...PersonalDaily paid
$41.6k - $53.83k
...Part-Time Universal Banker (20 Hours), Bilingual English/Spanish Speaking Preferred, Doral Area... ...financial transactions in accordance with bank policies and procedures Refer... ...applying sound ethical judgment regarding personal behavior, conduct and business practices...PersonalHourly payPart time- ...Responsible for the development and management of personal and commercial international clients’ book of business by promoting banks products and services in accordance with... ...capabilities. Develop and manage cross selling activities for the assigned Customers. Analysis...PersonalWork experience placementImmediate start
- ...More. At City National Bank of Florida, we invest... ...Role The Small Business Banker serves small businesses... ...servicing, promoting, and selling the Bank's products and... ...of the bank. Cross trained in all paying,... ...client’s business and personal needs. Well versed in...PersonalDaily paid
- Overview The Universal Banker role consists of assisting clients... ...balancing procedures. Cross-trained in all... ...relative to security and bank regulatory procedures.... ...and identifying cross-selling opportunities. Engages... ...providing outstanding, personalized client experience. Client...Full timeFor contractorsRemote workNight shift
- City National Bank of Florida is seeking a Universal Banker to assist clients with exceptional service while handling... .... You will participate in cross-selling opportunities, support branch operations... ..., and collaboration within a two-person team to maintain branch...
- City National Bank of Florida is seeking a Universal Banker Senior to assist clients with exceptional service, perform paying and receiving functions,... ...transactions, adhere to security measures, and contribute to cross-selling opportunities while mentoring junior staff. The role...
- ...and professional service.Knowledge of all Bank products and services and ability to... ...demonstrate customers on such, as well as cross sell various products and services.Ability to... ...customer activity to Manager maintaining personal knowledge of compliance and regulatory...Personal
- ...servicing, asset management and banking services, Northern Trust (... ...unit subject matter experts to explore potential opportunities... ...assigned relationships by cross selling and identifying client... ...Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement...PersonalWork experience placementH1bWorldwideFlexible hours
- ...Personal Banker Job SummaryAccountable for adhering to the Bank's BSA, AML and Office of Foreign Asset Control (OFAC) applicable policies. Employee must follow... ...Lending specialists with qualified referrals for cross-sell.Conduct sales initiatives through adequate procedures...PersonalTemporary workWork at office
- ...servicing, asset management and banking services, Northern Trust (... ...unit subject matter experts to explore potential opportunities... ...assigned relationships by cross selling and identifying client... ...Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement...PersonalWork experience placementH1bLocal areaWorldwideFlexible hours
$41.71k - $65k
...Deadline: 08/30/2026 Address: 5225 University Parkway Job Family Group: Retail Banking Sales & Service Delivers... ...Makes credit recommendations for personal lending transactions, including home... ...experience. Canada only: Registration to sell investment products completed - as...PersonalPart timeLocal areaImmediate startDay shift$41.71k - $65k
...: 09/27/2026 Address: 5225 University Parkway Job Family Group: Retail Banking Sales & Service Delivers exceptional... ...Makes credit recommendations for personal lending transactions, including... ...Canada only: Registration to sell investment products completed - as...PersonalContract workPart timeLocal areaImmediate startDay shift- ...At Valley Bank, we believe in people's growth potential... ...in assets, 3,800 experts, and more than 200... ...Service Professional, the Personal Banker will provide effective... ...solutions and selling bank products and services... ...management, and proactive cross selling. Deliver...PersonalWork at office
- Valley Bank is hiring a Banking Service Professional (Personal Banker) to support sales and service activities within the banking office. The role involves educating clients, cross-selling bank products, processing teller and platform transactions, and assisting the Market...PersonalWork at office
$200k - $300k
...Business Sales, Executive, Banking & InternationalCompany... ...global vision. Our bankers support a wide range... ...responsibilities. Identify cross-sell opportunities to... .../ Risk teams, Markets experts and RM Associates daily... ...junior resources to meet personal and business goals....PersonalFull timeLocal areaOverseasFlexible hours$250k
...Personal Banker SAFE Act The Personal Banker SAFE Act is an entry level... ...lending opportunities and cross sell treasury and related small business... ...experience ~ Previous banking, retail, or sales experience... ...: ~ Bachelor's Degree/University degree or equivalent experience...PersonalFull time$200k - $300k
The Private Banker Principal is a strategic... ...client families that cross generations to... ...the Citi Private Bank. Effectively manage... ...together the product experts to develop long‑... ...team goals above personal achievement. Encourage... ...in relationship selling Proficiency in...PersonalFull time
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