Client Relationship Specialist Floater

Banesco USA• Miami, FL, US, FL

11d

About The Position

The Client Relationship Specialist Floater - B&P supports banking center teams by building client relationships and driving business growth through acquiring clients, increasing deposits and fee income, and generating loan referrals. The role provides customer service, handles transactions, manages lobby activity, and promotes digital banking solutions while following bank regulations and the Banesco Way Sales Process. It involves understanding client needs, recommending suitable products and services, and proactively cross-selling to support clients’ financial success. The specialist performs teller and account-servicing duties, helps the Client Relationship Manager with sales and daily operations, and works with other relationship bankers. The position also supports the physical security, compliance, records, and operational quality of banking centers, and provides coverage at other banking centers as needed.

Requirements

High school diploma or equivalent experience.
At least three years of experience in retail banking or cash handling.
Fluency in both English and Spanish, including speaking, understanding, reading, and writing.
Ability to work effectively in a team environment.
Knowledge of selling and cross-selling techniques for the bank’s products and services.
Advanced proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.
Strong verbal and written communication skills and ability to interact effectively at all organizational levels.
Strong attention to detail, accuracy, multitasking, time management, and prioritization skills.
Strong customer service orientation for 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.

Responsibilities

Acquire, retain, and expand new and existing client relationships by providing exceptional customer service and resolving customer requests.
Meet or exceed sales goals at the banking center level.
Pursue new business opportunities through lead generation and cross-selling to grow the portfolio.
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.
Perform teller duties, including processing transactions; following bank policies and procedures; completing ATM duties; managing cash, vault operations, and currency orders; processing NSF items, overdrafts, holds, stop payments, and wire transfers; balancing daily transactions and cash; processing deposits, withdrawals, and loan repayments; issuing cashier’s checks; opening, maintaining, and closing accounts; and ensuring proper documentation.
Work with other relationship bankers and assist the Client Relationship Manager with sales and day-to-day operations.
Ensure banking center physical security, 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.
Complete assigned annual training programs.
Perform other assigned functions and duties.