Universal Banker: Client Experience & Cross-Sell Expert

City National Bank (CNB); Keystone Islands (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

City National Bank of Florida is seeking a Universal Banker to deliver exceptional client service while handling transactions, cross-selling products, and supporting branch operations. The role includes greeting clients, assisting in lobby, and ensuring accurate balancing and security compliance.

Flexibility for extended hours may be required. Minimum one year teller or cash-handling experience is expected, with the ability to learn banking systems and regulatory requirements, all while

Qualifications

• Proven ability to deliver professional client-focused service.
• Ability to meet and exceed sales goals while maintaining client service standards.
• Experience handling cash and processing transactions accurately.

Responsibilities

• Greet clients and provide outstanding, personalized experience.
• Assist clients in lobby and teller lines; refer to appropriate bank personnel.
• Execute transactions with accuracy and efficiency while maximizing sales potential.
• Identify client needs and promote bank products and services.
• Open and close branch as part of a two-member team.
• Cross-sell and generate leads to support sales staff.

Skills

Customer service

Cross-selling

Attention to detail

Mathematical calculations

Education

High School Diploma or GED

Equivalent combination of education/experience

Job description

City National Bank of Florida is seeking a Universal Banker to deliver exceptional client service while handling transactions, cross-selling products, and supporting branch operations. The role includes greeting clients, assisting in lobby, and ensuring accurate balancing and security compliance.

Flexibility for extended hours may be required. Minimum one year teller or cash-handling experience is expected, with the ability to learn banking systems and regulatory requirements, all while