Executive Assistant to the Founder – Leadership Development Track
TruPorch Homes
GoVault
Banking Center Support Specialist
City National Bank of Florida
full-time
Posted on:
Origin: • 🇺🇸 United States • Florida
Visit company websiteJob Level
JuniorMid-Level
Tech Stack
Vault
About the role
- Consistently meets and/or exceed assigned individual and team sales goals
- Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service
- Develops and maintains a prospect list of potential clients and participates in networking, outside sales efforts and cold calling
- Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs
- Handles general client inquiries and reconciles client statements, conferring with operations personnel regarding discrepancies
- Services all client account needs, including teller work: accepts deposits, cashes checks within limits, processes withdrawals, sells travelers checks and cashier checks
- Accepts loan payments and facilitates transactions
- Provides access to safe deposit boxes, completes documents to rent/transfer/surrender, receives rents, follows up on past due rents, witnesses drilling, and prepares abandoned property for escheatment
- Performs all paying, receiving and collection functions within the banking center with a high degree of accuracy
- Adheres to cash handling, operational, security, BSA/AML and all other policies and procedures
- Interviews prospective loan applicants (in conjunction with Lending staff or within scope), collects client documents, assists underwriting officer or Bank Manager, and may close loans based on type
- Completes all necessary G/L tickets and balances accurately; able to handle vault duties and ATM reconciliations
- May perform more complex service and branch functions such as inputting and verify outgoing domestic/international wires according to authorization limits
- Assists as needed with Branch BSA operations and processes wire transfers
- Performs routine service requests and administrative bank functions and prepares necessary reports in a timely basis
- 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 follows related procedures
Requirements
- 2-4 years 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 on-line computer system or teller terminal
- Proven abilities in needs-based sales and high-level client servicing skills
- Excellent client service and cash handling experience
- 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
- May need to work extended hours that may include weekends
- 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 expected to follow procedures including notifying Human Resources of any changes in current status
