Banking Center Support Specialist
Boca Raton, Florida
As a member of the Business & Personal Banking team, you’ll partner with our clients as a trusted ally, to accompany them every step of the way, thriving with them as they build their dreams. In your role, you will build trusted and dependable relationships that fuel bold achievement for our clients. We are the transformative allies in their journeys. At City National Bank of Florida, we keep true to our intimate roots, but are unbounded in our aspirations. Say yes to possibility.
- Job Type: Full Time
- Workplace Policy: On-Site
- Travel: Minimal (if any)
Success Profile
- Team player
- Results-driven owner
- Passionate client advisor
- Knowledge and expertise
- Relationship expert
- Multi-tasker
Culture
Our entrepreneurial, win-together team thinks boldly, looks to and learns from each other, and is focused on creating big client successes that lead to big career growth.
“What I love most about working for City National Bank is the sense of community and impact it provides. Small businesses are the backbone of our economy, and being able to support and empower them is truly fulfilling. It's incredible to see the positive impact that banking can have on their communities, and I'm grateful to be a part of that.”
Banker, City National Bank of Florida
Banking Center Support Specialist
About the Role
The Banking Center Support Specialist takes an active role in meeting the needs and expectations of clients by servicing, promoting, and cross-selling the Bank's products and services. Responsibilities include increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals.
What You'll Do
- Consistently meets and/or exceeds assigned individual and team sales goals.
- Supports relationship-building efforts through cross-selling, use of marketing materials, participation in promotions, telemarketing, and providing prompt client service.
- Maintains a prospect list of potential clients and participates in networking, outbound calling, and other outreach activities as directed.
- Opens and processes various types of accounts, products, and services after consulting with clients to understand their needs.
- Responds to general client inquiries, reconciles statements, and works with operations to resolve discrepancies and maintain accurate account records.
- Performs teller functions as needed, including accepting deposits, cashing checks within policy limits, processing withdrawals, selling travelers checks and cashier checks, and accepting loan payments.
- Facilitates client transactions and responds quickly and effectively to questions or concerns.
- Provides access to safe deposit boxes after verifying client identity and authorization.
- Completes documentation for safe deposit box rentals, transfers, or surrenders.
- Records payments for safe deposit box rent and follows up on past due accounts.
- Witnesses safe deposit box drilling due to lost keys or abandoned property and prepares items for escheatment.
- Contributes to team and individual goals related to deposits, loans, cross-selling, and referrals to other Bank units such as Investments, Lending, and Treasury Services.
- Performs paying, receiving, and collection functions with a high degree of accuracy.
- Adheres to all cash handling, operational, security, and compliance policies including BSA/AML.
- Assists Lending staff or works within own authority to interview loan applicants, collect required documentation, and support the credit decision process. May assist in closing loans in compliance with applicable regulations.
- Ensures compliance with operational and security procedures to maintain accounting integrity and safeguard assets.
- Completes general ledger tickets and balances transactions accurately.
- Performs vault duties and ATM reconciliations as assigned.
- May assist with more complex functions such as inputting and verifying domestic/international wire transfers within authorized limits and in accordance with policy.
- Supports Branch BSA operations and wire transfer processing as needed.
- Completes routine service requests and administrative tasks, including timely preparation of required reports.
- Must be able to travel to various Bank locations with little or no notice.
- Meets the requirements of the S.A.F.E. Act and is expected to follow procedures, including notifying Human Resources of any changes in current status.
- 2-4 years of experience in retail banking or financial services, with direct exposure to both platform and teller responsibilities.
- Demonstrated ability to perform client-facing service functions including account opening, transaction processing, and cross-selling bank products.
- Proven success in meeting performance goals through relationship development and consistent service delivery.
- Strong cash handling skills with experience reconciling transactions, performing teller functions, and using teller terminals or online banking systems in accordance with operational and compliance procedures.
- Proficient in needs-based sales techniques and delivering high-level client service.
- Ability to interpret detailed written materials and perform accurate mathematical calculations.
- Capable of handling complex transactions efficiently and with attention to detail.
- Security-conscious and thorough in following procedures related to client accounts and banking operations.
- Understanding of Federal and State regulations applicable to teller and banking center activities.
- Willingness to work extended hours, including weekends, as needed.
- Ability to work in a fast-paced environment and travel between banking centers with little or no notice.
- Meets the requirements of the S.A.F.E. Act and follows procedures including timely notification to Human Resources of any changes in status.
- High School Diploma or GED equivalent or a combination of education/relevant professional experience may be considered in lieu of a degree.
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 305-577-7207 or by email attalent.attraction@citynational.com.
Community focus, global reach.
Our roots are in Florida’s communities, but our reach is far greater. Bci, our parent company, spans from Chile to China, connecting us to global resources and capabilities.
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Benefits
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Medical
We are proud to offer you a choice of medical plans that provide comprehensive medical and prescription drug coverage. The plans also offer many resources and tools to help you maintain a healthy lifestyle.
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401(k)/Retirement Plans
We don't just want you to have a great career, but a great life, so we provide a comprehensive 401(k) program that provides 100% match up to 5%.
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Tuition Reimbursement
We offer you the opportunity to make your educational dreams a reality. We provide financial assistance for undergraduate and graduate studies.
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Holidays
As if we don't have plenty of PTO, we also celebrate all national holidays. This perk just keeps on giving: see the list of holidays.
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Awards & Recognition
We believe that employee engagement doesn't just happen, you have to make it happen, and we do. Here you will have very strong awards and recognition programs that celebrate the true you.
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Flex Time
We are all-in on the office, but understand that working from home has some benefits, so, for some roles we offer the best of both worlds. We have a hybrid work schedule so you can too.