Virtual Banker I

Universal Banker
Business & Personal Banking
Full-Time
Workplace policy

Banking Center
The Universal Banker role consist of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. 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's 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; Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the lobby and refers clients to appropriate bank personnel in order to meet their financial needs.
Executes 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.
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
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.
Provides timely and efficient client service by continuously helping the rest of the banking center team.
Handles checks, debit/credit tickets and all 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 but not limited to, ordering, shipping currency & coins.
Cross trained to performs balancing of ATMs, TCR,as applicable and night depository.
Cross-trained in all areas of client service including but not limited to opening accounts, wire transfers, etc.
Ensures that all teller work is correctly & 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.
EFT Department - assists with debit card activation, travel dates, limit increases, disputes and the ordering of new 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 the drilling of safe deposit boxes due to lost keys or abandoned property, when applicable.
Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedure.
Completes domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures.
Increases 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.
Educates new and existing clients on all digital products.
Minimum 1 year of teller experience or equivalent cashhandling experience in a financial or retail environment.
Experience using customerfacing transaction systems in retail or service environments, with the ability to quickly learn banking policies, teller functions, and related systems.
Ability to interpret or prepare detailed written materials and perform accurate mathematical calculations.
Understanding of applicable federal and state regulations governing teller operations and banking compliance.
Ability to lift and transport coin and currency bags weighing up to 25-35 pounds, using proper lifting techniques and equipment where appropriate.
High School Diploma or GED equivalent Required
City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. To ensure a fair interview process, the use of AI wearables, AT tools, AI applications, or other external assistance is strickly prohibited.