Client Experience Banker - Growth & Service

City National Bank; Torch of Friendship (FL); On-site; USD 38,000 - 52,000; Full time

Job summary

City National Bank in Miami Beach is seeking a Universal Banker to provide exceptional client service, handle transactions with accuracy, and support bankers with account openings, wires, and research.

You will help identify cross-sell opportunities, maintain security standards, and balance cash while assisting in branch operations and coverage. This full-time role requires a year of teller experience and a strong commitment to regulatory compliance and client satisfaction.

Qualifications

• Minimum 1 year of teller experience or equivalent cash handling.
• Experience using customer-facing transaction systems in retail or service environments.
• Ability to quickly learn banking policies, teller functions and related systems.
• Proven ability to deliver professional client service and identify opportunities to refer or promote products and services.
• Ability to recognize cross-sell opportunities and make appropriate referrals.
• Strong attention to detail, accuracy and security awareness.
• Flexibility to work extended hours, including weekends.

Responsibilities

• Proactively and pleasantly greet clients to establish rapport and provide outstanding, personalized client experience.
• Assist in the lobby and teller line, referring clients to appropriate bank personnel to meet their financial needs.
• Execute transactions with accuracy and efficiency while maximizing sales potential.
• Meet and/or exceed individual and team referral/sales goals.
• Identify client needs, ask questions, present benefits, handle objections and close referrals.
• Develop and maintain a prospect list of potential leads for sales staff.

Skills

Customer service

Cash handling

Sales referrals

Attention to detail

Regulatory compliance

Cross-selling

Education

High School Diploma or GED

Job description

City National Bank in Miami Beach is seeking a Universal Banker to provide exceptional client service, handle transactions with accuracy, and support bankers with account openings, wires, and research.

You will help identify cross-sell opportunities, maintain security standards, and balance cash while assisting in branch operations and coverage. This full-time role requires a year of teller experience and a strong commitment to regulatory compliance and client satisfaction.