Sales & Service Banker

City National Bank of Florida•Tampa, FL

17h•Onsite

About The Position

The Sales & Service Banker will be responsible for servicing clients and opening account referrals for larger business centers within the company. This role involves meeting client needs and expectations by servicing, promoting, and selling the Bank's products and services. The goal is to increase deposits and fee incomes, reduce expenses, maintain and expand superior client relations, and consistently meet or exceed individual referral goals or team sales goals. The Sales & Service Banker will service all clients' account needs.

Requirements

2-4 years work experience and proven consultative outside sales experience in financial services or small business banking.
Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers to pull.
Proven track record of prospecting new business, enhancing existing relationships and meeting or exceeding sales goals.
Proven sales skills and client management experience.
Must be able to assess and analyze financial conditions of clients and industry trends.
Ability to understand and interpret financial statements and cash flow analysis.
High School Diploma or GED equivalent.
An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.
Meets the requirements of the S.A.F.E. Act.

Responsibilities

Coordinates with the Market Manager in preparing required reports and performs other functions as required.
Responsible for servicing clients and opening account referrals for larger branches.
Provides assistance in completing Requests for information (RFIs) from the BSA department as needed.
Assist in completing Financial ticklers as well as signature cards in a timely manner.
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.
Responsible for the retention and growth of the Banking Center team goals.
Develops deposit and loan relationships, via client referrals.
Well versed in all Bank products and services to ensure relationship building opportunities and maintains strong relationships with current clients.
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, loan documentation scanning with the guidance from Business Banker.
Identifies client needs and will coordinate/refer to other lines of business as needed including meeting referral goal expectations.
Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs.
Makes overdraft decisions on a daily basis, pay/return decisions using independent judgment within authority limits.
Handles general client inquiries.
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: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sells travelers checks, and cashier checks.
Accepts loan payments, etc.
Works closely with all lines of business and other departments to deliver an integrated and seamless experience for clients.
Maintains strong product knowledge and knowledge of the marketplace.
Works with other bank employees on the approval of transactions necessary for the efficient operation of the bank.
Ensures compliance with the Bank’s operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times.
Completes all necessary G/L tickets and balances accurately.
Ensures that reports required by Senior Management are accurate and completed on time.
Responsible for opening and closing the banking center.
Meets the requirements of the S.A.F.E. Act and expected to follow procedures including notifying Human Resources of any changes in current status.