Banking Center Support Specialist

15 hours ago

Miami Beach, Florida, United States City National Bank Full time
Job Summary

We are seeking a highly motivated and experienced Banking Center Support Specialist to join our team at City National Bank. In this role, you will be responsible for providing exceptional client service, promoting and selling bank products and services, and meeting or exceeding sales goals.

Key Responsibilities
  • Provide prompt and professional client service, resolving client inquiries and issues in a timely and effective manner.
  • Develop and maintain a prospect list of potential clients, participating in networking and outside sales efforts as needed.
  • Process all types of accounts, products, and services for clients, consulting with them on their specific needs and providing recommendations.
  • Handle general client inquiries, reconcile client statements, and confer with operations personnel regarding discrepancies.
  • Service all client account needs, including teller work, accepting deposits, cashing checks, processing withdrawals, and selling travelers checks and cashier checks.
  • Facilitate transactions, respond quickly and effectively to client questions, and provide access to safe deposit boxes.
  • Complete necessary documents for clients to rent, transfer, or surrender a safe deposit box, receive and record payments for safe deposit box rent, and follow up on past due safe deposit box rent.
  • Work to achieve the bank's team goals or individual goals, including deposits, loans, cross-selling, and referrals to other units of the bank.
  • Perform all paying, receiving, and collection functions within the banking center with a high degree of accuracy, adhering to cash handling, operational, security, BSA/AML, and all other policies and procedures.
  • Interview prospective loan applicants, collect all pertinent client-supplied documents to support the credit decision process, and assist the underwriting officer or bank manager in obtaining complete information on the loan request.
  • Ensure compliance with the bank's operational and security policies and procedures to ensure maximum accounting integrity and security at all times.
  • Complete all necessary G/L tickets and balances accurately, handle vault duties, and perform ATM reconciliations.
  • May perform more complex service and branch functions, including inputting and verifying outgoing domestic/international wires according to the board-approved authorization limits and in accordance with banking policy and procedures.
  • Assist as needed with branch BSA operations and processes wire transfers, perform routine service requests, and administrative bank functions.
  • Prepare all necessary reports in a timely basis and meet the requirements of the S.A.F.E. Act, following procedures including notifying Human Resources of any changes in current status.
Qualifications
  • 2-4 years of teller experience.
  • Strong sales experience.
  • Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the online computer system or teller terminal is necessary.
  • Must have proven abilities in needs-based sales and high-level client servicing skills.
  • Excellent client service and cash handling experience is necessary.
  • Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately.
  • Able to accurately handle the most complex transactions efficiently.
  • 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.

#LI-NB1

Education: High School Diploma or equivalent Required

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