Job description

About City National Bank of Florida

Headquartered in Miami, City National Bank of Florida (CNBFL) is the financial institution to which Floridians have turned to for more than 75 years. With more than $22 billion in assets, CNBFL is one of the largest financial institutions based in the state. City National Bank of Florida is a subsidiary of Chilean bank, Banco de Credito e Inversiones (Bci), and remains a South Florida-based community bank with local decision-making. American Banker Magazine named CNBFL a Best Bank To Work For in 2020, 2017, and 2016. The South Florida Business Journal named CNBFL Business Of the Year 2019, and was also 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. City National Bank of Florida is rated 5 stars "Superior" by BauerFinancial and offers a diversified portfolio of financial products and services from Miami-Dade County to Central Florida.

Overview:

The Sales & Service Banker will be responsible in servicing our clients and opening account referrals for the larger business centers in the company. Responsible for meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services, while increasing deposits and fee incomes, reducing expenses, maintaining and expanding superior best in class client relations, and consistently meeting or exceeding assigned individual referral goals or team sales goals. Services all clients account needs.

Principal Duties & Responsibilities:

• Coordinates with the Business & Sales Service Manager in preparing required reports and performs other functions as required.
• Responsible for servicing clients and opening account referrals for larger branches.
• Provides assistance in completing Requests for information (RFIs) from the BSA department as needed.
• Assist in completing Financial ticklers as well as signature cards in a timely manner
• Proactively seeks ways to develop and expand client relationships in order to contribute towards the Bank’s success.
• Develops and maintains a prospect list of potential client through identifying cross selling opportunities.
• Responsible for the retention and growth of the Banking Center team goals. In other words, helps with client retention and deepens existing relationships.
• Develops deposit and loan relationships, via client referrals.
• Well versed in all Bank products and services to ensure relationship building opportunities and maintains strong relationships with current clients.
• Accurately processes transactions, adheres to strict security measures balancing procedures.
• May provide loan support functions, such as help prepare prescreen memos, loan documentation scanning with the guidance from Business Market Leader.
• Identifies client needs and will coordinate/refer to other lines of business as needed including meeting referral goal expectations.
• Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs.
• Makes over draft decisions on a daily basis, pay/return decisions using independent judgment within authority limits.
• Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files.
• Services all client account needs: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc.
• Works closely with all lines of business and other departments to deliver an integrated and seamless experience for clients.
• Maintains strong product knowledge and knowledge of the marketplace. Works with other bank employees on the approval of transactions necessary for the efficient operation of the bank.
• Ensures compliance with the Bank’s operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times.
• Completes all necessary G/Ltickets and balances accurately.
• Ensures that reports required by Senior Management are accurate and completed on time.
• Responsible for opening and closing the banking center.
• 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.

Qualifications:

• Two to four years work experience and proven consultative outside sales experience in financial services or small business banking.
• Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers to pull.
• Proven track record of prospecting new business, enhancing existing relationships and meeting or exceeding sales goals.
• Proven sales skills and client management experience.
• Must be able to assess and analyze financial conditions of clients and industry trends.
• Ability to understand and interpret financial statements and cash flow analysis.

Special Information to Candidates:

• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
• Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680.

Job Type: Full-time

Pay: $21.00 - $23.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Experience level:

• 2 years

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Miami, FL 33134: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Cash handling: 1 year (Preferred)
• Banking: 1 year (Preferred)
• Customer service: 1 year (Preferred)

Work Location: In person

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