Universal Banker: Client Experience & Cross-Sell Expert

City National Bank of Florida; Miami (FL); On-site; USD 34,000 - 46,000; Full time

Benefits offered by this job

Health Coverage

401(k) with employer contributions

Paid Time Off

Wellness resources

Job summary

City National Bank of Florida is seeking a Universal Banker to deliver outstanding client service while performing teller and servicing functions with accuracy and security. You will handle a variety of transactions, assist clients in the lobby, and support bankers with cross-selling opportunities.

The ideal candidate has at least one year of teller experience, strong cash handling skills, and a commitment to regulatory compliance and security standards.

Qualifications

• 1 year teller experience or cash-handling experience
• Experience with customer-facing transaction systems
• Ability to learn banking policies and teller functions quickly
• Strong client service and sales referral skills
• Knowledge of cash handling and security procedures

Responsibilities

• Greet clients and deliver outstanding service
• Assist in lobby and refer clients for financial needs
• Execute transactions accurately and efficiently
• Meet or exceed referral and sales goals
• Balance cash and follow security procedures
• Promote bank products and cross-sell to clients
• Support branch operations and adapt to schedules

Skills

Customer service

Attention to detail

Sales skills

Problem solving

Education

High School Diploma or GED

Tools

Banking software

POS systems

Job description

City National Bank of Florida is seeking a Universal Banker to deliver outstanding client service while performing teller and servicing functions with accuracy and security. You will handle a variety of transactions, assist clients in the lobby, and support bankers with cross-selling opportunities.

The ideal candidate has at least one year of teller experience, strong cash handling skills, and a commitment to regulatory compliance and security standards.