Banking Center Support Specialist

Overview

About the Role

The Banking Center Support Specialist takes an active role in meeting the needs and expectations of clients by servicing, promoting, and cross-selling the Bank's products and services. Responsibilities include increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. 

What You’ll Do:

• Consistently meets and/or exceeds assigned individual and team sales goals.
• Supports relationship-building efforts through cross-selling, use of marketing materials, participation in promotions, telemarketing, and providing prompt client service.
• Maintains a prospect list of potential clients and participates in networking, outbound calling, and other outreach activities as directed.
• Opens and processes various types of accounts, products, and services after consulting with clients to understand their needs.
• Responds to general client inquiries, reconciles statements, and works with operations to resolve discrepancies and maintain accurate account records.
• Performs teller functions as needed, including accepting deposits, cashing checks within policy limits, processing withdrawals, selling travelers checks and cashier checks, and accepting loan payments.
• Facilitates client transactions and responds quickly and effectively to questions or concerns.
• Provides access to safe deposit boxes after verifying client identity and authorization.
• Completes documentation for safe deposit box rentals, transfers, or surrenders.
• Records payments for safe deposit box rent and follows up on past due accounts.
• Witnesses safe deposit box drilling due to lost keys or abandoned property and prepares items for escheatment.
• Contributes to team and individual goals related to deposits, loans, cross-selling, and referrals to other Bank units such as Investments, Lending, and Treasury Services.
• Performs paying, receiving, and collection functions with a high degree of accuracy.
• Adheres to all cash handling, operational, security, and compliance policies including BSA/AML.
• Assists Lending staff or works within own authority to interview loan applicants, collect required documentation, and support the credit decision process. May assist in closing loans in compliance with applicable regulations.
• Ensures compliance with operational and security procedures to maintain accounting integrity and safeguard assets.
• Completes general ledger tickets and balances transactions accurately.
• Performs vault duties and ATM reconciliations as assigned.
• May assist with more complex functions such as inputting and verifying domestic/international wire transfers within authorized limits and in accordance with policy.
• Supports Branch BSA operations and wire transfer processing as needed.
• Completes routine service requests and administrative tasks, including timely preparation of required reports.
• 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 is expected to follow procedures, including notifying Human Resources of any changes in current status.

Qualifications

What We’re Looking For

• 2-4 years of experience in retail banking or financial services, with direct exposure to both platform and teller responsibilities.
• Demonstrated ability to perform client-facing service functions including account opening, transaction processing, and cross-selling bank products.
• Proven success in meeting performance goals through relationship development and consistent service delivery.
• Strong cash handling skills with experience reconciling transactions, performing teller functions, and using teller terminals or online banking systems in accordance with operational and compliance procedures.
• Proficient in needs-based sales techniques and delivering high-level client service.
• Ability to interpret detailed written materials and perform accurate mathematical calculations.
• Capable of handling complex transactions efficiently and with attention to detail.
• Security-conscious and thorough in following procedures related to client accounts and banking operations.
• Understanding of Federal and State regulations applicable to teller and banking center activities.
• Willingness to work extended hours, including weekends, as needed.
• Ability to work in a fast-paced environment and travel between banking centers with little or no notice.
• Meets the requirements of the S.A.F.E. Act and follows procedures including timely notification to Human Resources of any changes in status.

Education

• High School Diploma or GED equivalent or a combination of education/relevant professional experience may be considered in lieu of a degree. 

Special Instructions to Candidates

Equal Opportunity

City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.

Interview Guidelines

To ensure a fair and consistent interview process, applicants are not permitted to use AI-enabled devices during interviews, including AI glasses or similar wearable technology that can record, transmit, or generate real-time information. 

Applicants who require a reasonable accommodation to participate in the interview process should contact [email protected] in advance of the interview to submit an accommodation request. City National Bank of Florida will engage in the interactive process and provide reasonable accommodations in accordance with applicable law.