2 months ago
Universal Banker Senior
City National Bank of Florida
Miami, FL (On-site)Full time
Marketing jobs
2 marketing jobs
All marketing roles in the US
Get alerts for this search
All marketing roles in the US
Get alerts for this search
Universal Banker Senior
Miami, FL (On-site)
Salary Not AvailableSenior Level5+ years expFull time
Posted 2 months ago
Top 1% of applicants do these two things.
The other 99% submit and hope. You're about to do something different.
Job Summary
Support frontline client service and teller operations as a Universal Banker, combining cash handling, sales, and branch-support duties.
- Assist clients with transactions and cross-sell opportunities.
- Must-have: 5-7 years of banking experience including cash handling and client service.
- Standout: Mentoring other Universal Bankers and coordinating branch scheduling.
Job Description
Responsibilities
- Assist clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions.
- Process transactions, adhering to strict security measures and to 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's research.
- Take an immediate active role in meeting the needs and expectations of clients; by servicing, promoting and identifying cross selling opportunities.
- May provide guidance and training to Universal Banker or other Universal Banker Seniors assigned to other Bank locations.
- Help ensure scheduling of Universal Bankers meet client needs (breaks, lunch schedule).
- Take a leading role when one or more Universal Bankers are in the banking center, acting as a mentor.
- Engage in conversation with clients by actively listening and asking questions; introduce clients to other CNB team members as appropriate.
- Proactively and pleasantly greet clients to establish a connection and develop rapport, providing outstanding, personalized client experience.
- Client Services duties include ensuring clients are attended to in the lobby; assist clients in the lobby and refer clients to appropriate bank personnel.
- Execute a variety of transactions with high accuracy and efficiency while maximizing sales potential of every interaction.
Requirements
- 5-7 years of 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 on-line computer system or teller terminal is necessary.
- Professional demeanor/appearance.
- Must have 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.
- Be security conscious, accurate and attentive to detail.
- Should have an understanding of compliance with Federal & State laws governing teller areas.
- A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required.
- May need to work extended hours that may include weekends.
- Education: High School Diploma or GED equivalent.
Preferred
- Strong sales background is a plus.
City National Bank of Florida
Headquartered in Miami, City National Bank of Florida (CNBFL) has long been a trusted financial institution for Floridians. With over $26 billion in assets, CNBFL is among the largest financial institutions based in the state. A subsidiary of Chilean bank Banco de Credito e Inversiones (Bci), City National Bank of Florida continues to operate as a community bank in South Florida with local decision-making.City National Bank of Florida is rated 5 stars "Superior" by BauerFinancial. CNBFL was voted Best Community Bank, Best Business Bank, Best Bank for Commercial Real Estate, Best Bank for Jumbo Loans, Best Private Bank, and Best Foreign National Mortgage Lender by the readers of the Daily Business Review. CNBFL offers a diversified portfolio of financial products and services from Miami-Dade County to Central Florida.Social Media Terms of Use: http://bit.ly/CNBsocialterms
Traffic Signals
Monthly Visitors
281.7K
Monthly Google Ads Budget
$2.9K
Traffic Source Mix
Search
24.8%
Direct
70.5%
Referral
3.1%
Social
1.2%
Paid
0.3%
Headcount Trend
Current headcount: ~1.1K
Marketing Team
Marketing Team Size
22 (2% of company)
Median Career Experience
7 years
Median Tenure
5 years
People
Marketing Leadership
Jose Galvis
Assistant Vice President, Brand Marketing Lead
At the company for 5 years 3 months
Joseph Hassun
Vice President, Content & Performance Marketing
At the company for 5 years
Eddie Dominguez
Managing Senior Vice President of Marketing, Communications and Community Relations
At the company for 14 years 10 months
India Riley
Marketing Manager
At the company for 1 year 6 months