Client Relationship Specialist

Banesco USA; Florida; On-site; USD 45,000 - 60,000; Full time

Job summary

Banesco USA in Hialeah, FL is seeking a Client Relationship Specialist to build lasting client relationships, drive deposits, and promote digital banking solutions.

In this full-time, non-exempt role you will handle teller duties, support the banking center team, cross-sell products, ensure regulatory compliance, and deliver exceptional service to both new and existing clients.

Qualifications

• High school diploma or equivalent.
• Bilingual in English and Spanish required.
• Minimum three years of experience in retail banking or cash handling.
• Ability to work effectively in a team.
• Strong selling and cross-selling skills.
• Proficiency in Microsoft Office.
• Strong verbal and written communication skills.
• Understanding of banking compliance regulations.

Responsibilities

• Acquire, retain, and expand client relationships by delivering excellent service and resolving requests.
• Meet or exceed sales goals at the banking center level.
• Pursue new business opportunities through lead generation and cross-selling.
• Participate in the bank's sales process, including product referrals.
• Handle teller duties and cash operations with accuracy and compliance.
• Support Client Relationship Manager in day-to-day operations.

Skills

Bilingual English/Spanish

Teamwork

Sales/cross-selling

Communication skills

Attention to detail

Time management

Education

High School Diploma

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Relationship Specialist

Business & Professional Full-Time Non-Exempt Hialeah, FL, US

2 days ago Requisition ID: 1734

Summary of Position

The Client Relationship Specialist - B&P assists the banking center team by building client relationships and driving business growth by acquiring new clients, increasing deposits and fee income, and generating loan referrals. They provide exceptional customer service, handle transactions, manage lobby activity, and promote digital banking solutions, all while adhering to bank regulations and the Banesco Way Sales Process. Their core duties include understanding client needs, offering tailored products and services, and proactively cross‑selling to ensure client financial success.

Essential Functions and Duties

• Acquire, retain, and expand new and existing client relationships by providing exceptional customer service and resolving customer requests.
• Consistently meet or exceed sales goals at the banking center level.
• Proactively pursue new business opportunities through lead generation while cross‑selling to grow the portfolio.
• Actively participate in the bank's sales process, including product selection and referrals.
• Capture deposits to achieve established banking center goals.
• Respond to inquiries from internal and external customers.
• Responsible for teller duties which may include, but are not limited to: processing transactions, ensuring compliance with bank policies and procedures, completing ATM duties, managing cash, including vault operations and currency ordering, processing NSF and overdrafts, holds, stop payments, and wire transfers, balancing daily transactions and cash, processing deposits/withdrawals, loan repayments, cashier checks, open/maintain, and close accounts, ensuring proper documentation.
• Responsible for working in a team setting with other relationship bankers while assisting the Client Relationship Manager in overall sales and day‑to‑day operations.
• Ensure the physical security of the banking center, including opening and closing procedures.
• Complete BSA/KYC/ECS/RFI requests in a timely manner.
• Work with centralized banking center operations to achieve satisfactory audit and quality control results.
• Maintain accurate records and protect banking center assets.
• Provide support and coverage to other banking centers as needed
• Responsible for completing annual training programs assigned.
• Perform other assigned functions and/​or duties.

Qualifications Requirements

• Education: High school diploma or equivalent experience.
• Location: This position will be working out of our Hialeah, FL location.
• Experience: Minimum three (3) years of experience in retail banking or cash handling.
• Must be bilingual in both English and Spanish. Ability to fluently speak, understand, read, and write both languages.
• Proven ability to work effectively in a team environment.
• Demonstrated knowledge of selling and cross‑selling techniques to provide customers with the bank’s products and services.
• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.).
• Strong verbal and written communication skills, with the ability to interact effectively at all organizational levels.
• Exceptional attention to detail, accuracy, multitasking, time management, and prioritization skills.
• Strong customer service orientation, ensuring satisfaction for both internal and external clients.
• Understanding of relevant state and federal banking compliance regulations and operational policies.
• Ability to understand and adhere to bank instructions, procedures, and policies.