Sales & Service Banker

The Sales & Service Banker is responsible for servicing client needs and supporting the delivery of banking products and services within the banking center. The role contributes to achieving individual and team goals through client service, account servicing, and referral activities, while performing transaction processing and operational duties. Provides support across assigned locations to ensure efficient banking center operations, maintain compliance with established policies and procedures, and deliver a consistent client experience.

What You'll Do:

Consistently meets and/or exceeds assigned individual and team goals.
• Responsible for servicing clients and opening account referrals for larger branches.
• Proactively seeks ways to develop and expand client relationships in order to contribute towards the Bank's success.
• Develops and maintains a prospect list of potential clients through identifying cross-selling opportunities.
• Supports the retention and growth of Banking Center team goals by assisting with client retention and deepening existing relationships.
• Develops deposit and loan relationships, via client referrals.
• Identifies client needs and will coordinate/refer to other lines of business as needed including meeting referral goal expectations.
• Well versed in all Bank products and services to ensure relationship building opportunities and maintains strong relationships with current clients.
• Works closely with lines of business and internal departments to deliver a seamless client experience.
• Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs.
• Handles general client inquiries.
• Ensures completion of required client identification and due diligence documentation in accordance with KYC, CIP, and BSA/AML requirements.
• Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files.
• Services all client account needs, including accepting deposits, cashing checks within policy limits, processing withdrawals, handling negotiable instruments (including travelers checks and cashier's checks), and accepting loan payments.
• Cross trained in all paying, receiving and collection functions including cash handling.
• Accurately processes transactions, adheres to strict security measures and balancing procedures.
• May provide loan support functions, such as helping prepare prescreen memos and loan documentation scanning with the guidance from Business Banker.
• Makes overdraft pay/return decisions in accordance with established authority limits, procedures, and required approvals.
• Ensures compliance with the Bank's operational and security policies and procedures to maintain accounting integrity and safeguard assets.
• Provides assistance in completing Requests for information (RFIs) from the BSA department as needed.
• Completes general ledger entries and balances transactions accurately in accordance with established procedures and internal controls.
• Responsible for opening and closing the banking center in accordance with assigned schedules and established operational and security procedures.
• Provides coverage and support across assigned banking center locations, as well as additional locations as needed, to support operational requirements and maintain compliance with regulatory and security standards, including segregation of duties and dual control, with little to no advance notice.
• Coordinates with the Market Manager and other stakeholders to prepare required reports, ensuring accuracy and timely completion in accordance with management expectations.
• Assists in completing financial ticklers and signature cards in a timely manner.

• 2-4 years of experience in retail banking or financial services, including direct experience performing both platform (account servicing and opening) and teller (transaction processing and cash handling) functions within a banking center environment.
• Demonstrated ability to perform client-facing platform functions, including account opening, account servicing, and responding to client inquiries within a banking center environment.
• Proven ability to support relationship management activities by identifying client needs and facilitating referrals, while partnering with Small Business Bankers and other lines of business.
• Working knowledge of banking products and services to effectively service client accounts and support sales and referral activities.
• Strong transaction processing and cash handling skills, including the ability to perform teller functions accurately and in accordance with established policies and procedures.
• Ability to support operational aspects of banking center activities, including account maintenance, documentation, and coordination with internal departments to resolve client issues.
• Detail-oriented with the ability to accurately process transactions, maintain records, and complete required documentation in a timely manner.
• Understands and adheres to operational, security, and compliance procedures, including BSA/AML requirements and internal controls such as dual control and segregation of duties.
• Ability to perform duties across assigned banking center locations and adapt to varying operational needs and schedules, including supporting branch opening and closing activities.
• Effective verbal and written communication skills, with the ability to interact professionally with clients, business partners, and internal teams.
• Ability to manage multiple tasks, prioritize workload, and meet deadlines in a fast-paced banking center environment.
• Basic proficiency with banking systems and standard office equipment required to perform daily job functions.

• High School Diploma or GED equivalent.

• An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.

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 talent.attraction@citynational.com 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.