City National Bank of Florida
Winter Park, Florida
Overview: About the Role The Market Team Leader is responsible for overseeing the day-to-day operations of the banking center while supporting the execution of sales initiatives and achievement of performance goals. This role actively engages with branch staff to acquire new clients, deepen existing relationships, and promote a high standard of client service. The Market Team Leader ensures the banking center operates efficiently and in compliance with internal policies, procedures, and regulatory requirements. The role supervises one employee and is cross-trained in all areas of client service, including but not limited to cash handling, account openings, wire transfers, and general platform support. In addition to overseeing daily banking center functions, the Market Team Leader helps drive sales activity, maintains operational accuracy, and ensures adherence to security protocols. This role may assist with training, provide functional guidance to team members, and contribute to fostering a positive client and employee experience. What You'll Do: Supports the execution of banking center sales strategies to drive deposit and loan growth, focusing on client retention and identifying new business opportunities. Consistently meets and strives to exceed individual and team sales goals, including deposits, loans, and referral metrics. Collaborates with Small Business Bankers (SBBs) and internal partners to identify and promote referral opportunities across business lines. Conducts outbound service calls using a consultative approach; addresses client objections and facilitates appropriate referrals, ensuring satisfaction and follow-up. Assists with the timely resolution of financial ticklers in accordance with Bank policies. Reviews and discusses the Banking Center's Statement of Condition with leadership to support analysis of deposit and loan performance. Provides peer coaching and guidance to support referral performance and service effectiveness. Coordinates and assists with lead-scrubbing efforts, helping ensure accuracy of prospect data. Participates in client relationship-building activities, including follow-ups and check-ins with Tier 1 clients. Assists in developing business through relationships with Centers of Influence (e.g., CPAs, attorneys), as directed. Maintains a targeted prospect list and participates in networking, community outreach, and calling efforts. Represents the banking center at community events and supports the Bank's public image and presence. Performs account opening, maintenance, and closing tasks, ensuring accuracy and compliance. Documents client activity and referral interactions in Elevate and ensures appropriate hand-offs. Adjusts staff positioning throughout the day to support client traffic and workflow needs. Processes and approves routine operational transactions, such as checks and wires, within assigned authority levels. Manages cash operations in coordination with UB Senior, including coin/currency ordering and shipment handling. Participates in ATM balancing, vault operations, and TCR reconciliation. Reviews night depository and ATM envelopes to ensure proper processing and documentation. Supports teller line operations and ensures timely scanning of daily work via remote capture. Maintains documentation for branch keys and combinations in coordination with the Regulatory Operations Consultant (ROC). Ensures files and documentation are handled and stored securely and in accordance with policy. Serves as backup to Universal Banker and UB Senior roles as needed to maintain service continuity. Performs duties related to safe deposit box access, documentation, rent collection, and escheatment processes. Coordinates SBB sales schedules and participates in lead call activities. Maintains full cross-training in teller, platform, and operational tasks to support business needs. Supports the implementation of client service excellence initiatives and operational standards. Reviews and escalates overdrafts for resolution or charge-off consideration per Bank guidelines. Completes routine client service requests, including account updates and product support. Maintains organized client records and ensures accuracy of data entered into the system. Demonstrates strong product knowledge, especially around Treasury Management services, to assist in identifying cross-sell opportunities. Initiates and verifies domestic and international wire transfers, following all policy and approval protocols. Works with ROC to resolve operational findings and ensure corrective measures are implemented. Performs quality reviews of wire transfers and related documentation for accuracy. Identifies client needs and provides recommendations for products and services as appropriate. Assists with overdraft recovery efforts and prepares accounts for potential charge-off. Submits required documentation for new accounts and business packages accurately and promptly. Verifies that system access and user roles are properly aligned with duties. Participates in quarterly check-ins and supports performance tracking activities. Follows risk management, fraud prevention, and loss mitigation procedures. Adheres to compliance requirements for account opening, regulatory testing (e.g., Reg CC, CIP, NRA), and related documentation. Participates in business continuity planning exercises and contributes to loss investigations when applicable. Completes dual control responsibilities for branch opening and closing as assigned. Assists in investigating operational losses and supports resolution activities. Reviews and submits timecards and time-related changes for accuracy, as applicable. Provides real-time peer support and models expected client service and referral behavior. May assist in supporting multiple banking centers if directed by branch or market leadership. Maintains flexibility in scheduling, including availability for Saturdays and temporary reassignment. Meets the requirements of the S.A.F.E. Act and follows all applicable procedures, including notifying Human Resources of any status changes. Qualifications: What You Bring Minimum 2 years of retail banking operational experience at a supervisory level. Strong business acumen with strong sales ability and persuasiveness skills. Proven ability to exceed goals and drive revenue growth. Ability to effectively coach, develop, and hold team members accountable. Excellent communication, problem-solving, and decision-making skills. Well organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment. In-depth understanding of bank operations, compliance, and client service best practices. Comfortable exercising sound judgment and discretion within authority limits. Education: High School Diploma or GED equivalent. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
Overview: About the Role The Market Team Leader is responsible for overseeing the day-to-day operations of the banking center while supporting the execution of sales initiatives and achievement of performance goals. This role actively engages with branch staff to acquire new clients, deepen existing relationships, and promote a high standard of client service. The Market Team Leader ensures the banking center operates efficiently and in compliance with internal policies, procedures, and regulatory requirements. The role supervises one employee and is cross-trained in all areas of client service, including but not limited to cash handling, account openings, wire transfers, and general platform support. In addition to overseeing daily banking center functions, the Market Team Leader helps drive sales activity, maintains operational accuracy, and ensures adherence to security protocols. This role may assist with training, provide functional guidance to team members, and contribute to fostering a positive client and employee experience. What You'll Do: Supports the execution of banking center sales strategies to drive deposit and loan growth, focusing on client retention and identifying new business opportunities. Consistently meets and strives to exceed individual and team sales goals, including deposits, loans, and referral metrics. Collaborates with Small Business Bankers (SBBs) and internal partners to identify and promote referral opportunities across business lines. Conducts outbound service calls using a consultative approach; addresses client objections and facilitates appropriate referrals, ensuring satisfaction and follow-up. Assists with the timely resolution of financial ticklers in accordance with Bank policies. Reviews and discusses the Banking Center's Statement of Condition with leadership to support analysis of deposit and loan performance. Provides peer coaching and guidance to support referral performance and service effectiveness. Coordinates and assists with lead-scrubbing efforts, helping ensure accuracy of prospect data. Participates in client relationship-building activities, including follow-ups and check-ins with Tier 1 clients. Assists in developing business through relationships with Centers of Influence (e.g., CPAs, attorneys), as directed. Maintains a targeted prospect list and participates in networking, community outreach, and calling efforts. Represents the banking center at community events and supports the Bank's public image and presence. Performs account opening, maintenance, and closing tasks, ensuring accuracy and compliance. Documents client activity and referral interactions in Elevate and ensures appropriate hand-offs. Adjusts staff positioning throughout the day to support client traffic and workflow needs. Processes and approves routine operational transactions, such as checks and wires, within assigned authority levels. Manages cash operations in coordination with UB Senior, including coin/currency ordering and shipment handling. Participates in ATM balancing, vault operations, and TCR reconciliation. Reviews night depository and ATM envelopes to ensure proper processing and documentation. Supports teller line operations and ensures timely scanning of daily work via remote capture. Maintains documentation for branch keys and combinations in coordination with the Regulatory Operations Consultant (ROC). Ensures files and documentation are handled and stored securely and in accordance with policy. Serves as backup to Universal Banker and UB Senior roles as needed to maintain service continuity. Performs duties related to safe deposit box access, documentation, rent collection, and escheatment processes. Coordinates SBB sales schedules and participates in lead call activities. Maintains full cross-training in teller, platform, and operational tasks to support business needs. Supports the implementation of client service excellence initiatives and operational standards. Reviews and escalates overdrafts for resolution or charge-off consideration per Bank guidelines. Completes routine client service requests, including account updates and product support. Maintains organized client records and ensures accuracy of data entered into the system. Demonstrates strong product knowledge, especially around Treasury Management services, to assist in identifying cross-sell opportunities. Initiates and verifies domestic and international wire transfers, following all policy and approval protocols. Works with ROC to resolve operational findings and ensure corrective measures are implemented. Performs quality reviews of wire transfers and related documentation for accuracy. Identifies client needs and provides recommendations for products and services as appropriate. Assists with overdraft recovery efforts and prepares accounts for potential charge-off. Submits required documentation for new accounts and business packages accurately and promptly. Verifies that system access and user roles are properly aligned with duties. Participates in quarterly check-ins and supports performance tracking activities. Follows risk management, fraud prevention, and loss mitigation procedures. Adheres to compliance requirements for account opening, regulatory testing (e.g., Reg CC, CIP, NRA), and related documentation. Participates in business continuity planning exercises and contributes to loss investigations when applicable. Completes dual control responsibilities for branch opening and closing as assigned. Assists in investigating operational losses and supports resolution activities. Reviews and submits timecards and time-related changes for accuracy, as applicable. Provides real-time peer support and models expected client service and referral behavior. May assist in supporting multiple banking centers if directed by branch or market leadership. Maintains flexibility in scheduling, including availability for Saturdays and temporary reassignment. Meets the requirements of the S.A.F.E. Act and follows all applicable procedures, including notifying Human Resources of any status changes. Qualifications: What You Bring Minimum 2 years of retail banking operational experience at a supervisory level. Strong business acumen with strong sales ability and persuasiveness skills. Proven ability to exceed goals and drive revenue growth. Ability to effectively coach, develop, and hold team members accountable. Excellent communication, problem-solving, and decision-making skills. Well organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment. In-depth understanding of bank operations, compliance, and client service best practices. Comfortable exercising sound judgment and discretion within authority limits. Education: High School Diploma or GED equivalent. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
Availa Bank
Council Bluffs, Iowa
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. BANK ASSISTANT BRANCH MANAGER II POSITION SUMMARY Areas of responsibility for this position are: Creating/mentoring an advisory-focused team to support customer growth. In conjunction with the Branch Manager, maintains the operational soundness of the branch in accordance with policies and procedures, and federal/state regulations. The Assistant Branch Manager II is also responsible for overseeing and performing Universal Banker I, Universal Banker II, and Universal Banker III duties. The Assistant Branch Manager II may also act as Branch Manager in the Branch Manager's absence. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family's needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) BANK ASSISTANT BRANCH MANAGER II ESSENTIAL DUTIES AND ACCOUNTABILITIES 1. Complete scheduling for all Universal Bankers 2. Supervise and provide work direction to assigned Universal Banker staff 3. Perform cash drawer audits, conduct performance appraisals, and facilitate new employee training and/or mentoring 4. Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans 5. Develop, coach, and mentor Universal Bankers in production and growth-related activities 6. Attract business and consumer relationships through internal and external sales and customer service strategies 7. Identify business opportunities and drive customer acquisition through outbound business prospecting, networking, and referrals 8. Perform Universal Banker I, II, and III duties, including consumer lending 9. Monitor market trends and competitor activities to inform business strategies 10. Serve as a point of contact/have working knowledge of troubleshooting and servicing coin machines, money handling machines, ATMs/ITMs, and mechanics of the drive-up equipment (as applicable in each location) 11. Maintain an open level of communication with the Branch Manager, Regional Retail Leader, and/or Market President 12. Assist with more complex customer issues 13. Assist Retail leaders with other duties as needed Requirements: BANK ASSISTANT BRANCH MANAGER QUALIFICATIONS: Education High school diploma or equivalent required Experience One to three years of banking or cash handling experience Leadership/people management experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply, and divide in all units of measure Exceptional oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees Ability to deal with complex problems involving multiple facets and variables in non-standardized situations Exceptional organizational and time management skills; ability to function well in a fast-paced environment Maintain a complete understanding of regulatory and compliance policies and procedures Demonstrate a "lead by example" mentality Be able to work flexible hours and shifts Travel to/from and work in multiple locations SUPERVISORY RESPONSIBILITIES This position is responsible for supervising staff in accordance with the bank's policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and taking corrective action with employees; addressing complaints and resolving problems. PM21 PIe0fb2cefb5-
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. BANK ASSISTANT BRANCH MANAGER II POSITION SUMMARY Areas of responsibility for this position are: Creating/mentoring an advisory-focused team to support customer growth. In conjunction with the Branch Manager, maintains the operational soundness of the branch in accordance with policies and procedures, and federal/state regulations. The Assistant Branch Manager II is also responsible for overseeing and performing Universal Banker I, Universal Banker II, and Universal Banker III duties. The Assistant Branch Manager II may also act as Branch Manager in the Branch Manager's absence. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family's needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) BANK ASSISTANT BRANCH MANAGER II ESSENTIAL DUTIES AND ACCOUNTABILITIES 1. Complete scheduling for all Universal Bankers 2. Supervise and provide work direction to assigned Universal Banker staff 3. Perform cash drawer audits, conduct performance appraisals, and facilitate new employee training and/or mentoring 4. Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans 5. Develop, coach, and mentor Universal Bankers in production and growth-related activities 6. Attract business and consumer relationships through internal and external sales and customer service strategies 7. Identify business opportunities and drive customer acquisition through outbound business prospecting, networking, and referrals 8. Perform Universal Banker I, II, and III duties, including consumer lending 9. Monitor market trends and competitor activities to inform business strategies 10. Serve as a point of contact/have working knowledge of troubleshooting and servicing coin machines, money handling machines, ATMs/ITMs, and mechanics of the drive-up equipment (as applicable in each location) 11. Maintain an open level of communication with the Branch Manager, Regional Retail Leader, and/or Market President 12. Assist with more complex customer issues 13. Assist Retail leaders with other duties as needed Requirements: BANK ASSISTANT BRANCH MANAGER QUALIFICATIONS: Education High school diploma or equivalent required Experience One to three years of banking or cash handling experience Leadership/people management experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply, and divide in all units of measure Exceptional oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees Ability to deal with complex problems involving multiple facets and variables in non-standardized situations Exceptional organizational and time management skills; ability to function well in a fast-paced environment Maintain a complete understanding of regulatory and compliance policies and procedures Demonstrate a "lead by example" mentality Be able to work flexible hours and shifts Travel to/from and work in multiple locations SUPERVISORY RESPONSIBILITIES This position is responsible for supervising staff in accordance with the bank's policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and taking corrective action with employees; addressing complaints and resolving problems. PM21 PIe0fb2cefb5-