Client Relationship Specialist
2 weeks ago
City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) dedicated to making a transformative impact in underserved urban markets, focusing on equitable economic development. Our lending efforts are strictly commercial, targeting segments such as Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. With over $1.4 billion in bank assets, our unified organization comprises more than 100 employees across various locations.
ROLE SUMMARY
The primary function of this role is to establish, nurture, and enhance relationships with both new and existing clients while promoting our banking products and services. This position demands delivering exceptional service to clients through effective and professional communication, both written and verbal. Responsibilities include processing teller transactions and ensuring accurate cash balancing. Basic service issues will be resolved by leveraging a solid understanding of our bank's products and services, while more complex inquiries will be directed to the appropriate departments. A strong knowledge of platform and teller systems is essential for opening and managing new accounts. Proactively reaching out to clients to identify additional banking needs is crucial for strengthening relationships and achieving cross-sell objectives. Compliance with all policies, procedures, and regulations is mandatory, along with completing necessary training.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
- Deliver exceptional client service by accurately opening deposit accounts, addressing client needs, performing account maintenance, and establishing account-related services.
- Process deposits, withdrawals, and other financial transactions accurately, including loan payments and cashier's checks, while maintaining a balanced cash drawer.
- Adhere to all relevant policies and procedures regarding account management, security, and compliance.
- Identify and refer sales opportunities to enhance client engagement.
- Ensure proper completion of ATM balancing, Night Drop deposits, and change orders.
- Stay informed on all policies, procedures, and regulations related to client account management and security.
- Manage record-keeping, wire transfers, and mail sorting as required.
- Compile data and generate various reports, such as Overdrafts/NSF and Returned Items.
- Contribute to cross-selling initiatives and participate in outbound sales activities.
- Assist with daily branch opening and closing procedures to ensure operational readiness.
- Support the Branch Manager and Assistant Branch Manager in preparing monthly audit documentation.
- Perform duties under dual control, including client inquiries and account research, and act as a backup to the vault custodian as needed.
- Utilize FIS Horizon, Microsoft Suite, and other banking systems effectively.
- Complete all required training in a timely manner.
- No certifications required.
Required Education/Experience:
- High School Diploma or equivalent.
- Two years of cash handling experience.
- One or more years of experience in Platform/Opening/Servicing/Closing Accounts within financial services or equivalent experience in branch banking.
Required Knowledge & Skills:
- Familiarity with Platform and Teller systems (FIS Horizon preferred).
- Professional demeanor with both internal and external customers.
- Understanding of deposit products and services.
- Knowledge of banking regulations, policies, and procedures.
- Basic proficiency in MS Office products.
- Strong oral, written, and interpersonal communication skills.
- Excellent organizational abilities.
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