Client Relationship Specialist

Banesco USA • Hialeah, FL

22h • Onsite

About The Position

The Client Relationship Specialist - B&P supports the banking center team by building client relationships and driving business growth through acquiring new clients, increasing deposits and fee income, and generating loan referrals. The role provides exceptional customer service, handles transactions, manages lobby activity, and promotes digital banking solutions while adhering to bank regulations and the Banesco Way Sales Process. The specialist understands client needs, offers tailored products and services, and proactively cross-sells to support clients’ financial success.

This position is based at the Hialeah, Florida location. The specialist works with other relationship bankers and assists the Client Relationship Manager with sales and day-to-day banking center operations. The role also provides support and coverage to 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 to offer 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 banking center sales goals.
• 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 internal and external customer inquiries.
• Perform teller duties, including processing transactions; complying with bank policies and procedures; completing ATM duties; managing cash, vault operations, and currency ordering; processing NSF and overdrafts, holds, stop payments, and wire transfers; balancing daily transactions and cash; processing deposits, withdrawals, and loan repayments; issuing cashier 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 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.
• Complete assigned annual training programs.
• Perform other assigned functions and duties.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED