17 jobs found

Overview: About the Role Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Principal Duties and Responsibilities: Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as appropriate. 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. 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 teller work as needed: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc. Facilitates transactions. Responds quickly and effectively to client questions. Provides access to safe deposit boxes after verifying the client's identity and right to access. Completes necessary documents for clients to rent, transfer or surrender a safe deposit box. Receives and records payments for safe deposit box rent. Follows up on past due safe deposit box rent. Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property. Prepares abandoned property for escheatment. Works to achieve the Bank's team goals or individual goals including, but not limited to, deposits, loans, cross-selling and referrals to other units of the bank such as Investments, Lending, Treasury Services, etc. Performs all paying, receiving and collection functions within the banking center with a high degree of accuracy. Adheres to cash handling, operational, security, BSA/AML and all other policies and procedures. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. In conjunction with Lending staff or within own scope of authority, interviews prospective loan applicants. Collects all pertinent client supplied documents to support the credit decision process. Assists the underwriting officer or Bank Manager in obtaining complete information on the loan request and communicates with client as needed. Based on the type of loan, may close the loan ensuring compliance with all credit regulations. 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. Able to handle vault duties and ATM reconciliations May perform more complex service and branch functions such inputting and verify outgoing domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures Assists as needed with Branch BSA operations and processes wire transfers. Performs routine service requests and administrative bank functions. Prepares all necessary reports in a timely basis. Must be able to travel to various Bank locations with little or no notice. 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. Qualifications: 2-4 years teller experience. Required. Strong sales experience. Required. Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary Must have proven abilities in needs-based sales and high-level client servicing skills. Excellent client service and cash handling experience is necessary. Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately. Able to accurately handle the most complex transactions efficiently. Be security conscious, accurate and attentive to detail. Should have an understanding of compliance with Federal & State laws governing teller areas. A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required. May need to work extended hours that may include weekends. Education: High School Diploma or equivalent. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters here. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .

Overview: About the Role Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Principal Duties and Responsibilities: Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as appropriate. 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. 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 teller work as needed: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc. Facilitates transactions. Responds quickly and effectively to client questions. Provides access to safe deposit boxes after verifying the client's identity and right to access. Completes necessary documents for clients to rent, transfer or surrender a safe deposit box. Receives and records payments for safe deposit box rent. Follows up on past due safe deposit box rent. Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property. Prepares abandoned property for escheatment. Works to achieve the Bank's team goals or individual goals including, but not limited to, deposits, loans, cross-selling and referrals to other units of the bank such as Investments, Lending, Treasury Services, etc. Performs all paying, receiving and collection functions within the banking center with a high degree of accuracy. Adheres to cash handling, operational, security, BSA/AML and all other policies and procedures. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. In conjunction with Lending staff or within own scope of authority, interviews prospective loan applicants. Collects all pertinent client supplied documents to support the credit decision process. Assists the underwriting officer or Bank Manager in obtaining complete information on the loan request and communicates with client as needed. Based on the type of loan, may close the loan ensuring compliance with all credit regulations. 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. Able to handle vault duties and ATM reconciliations May perform more complex service and branch functions such inputting and verify outgoing domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures Assists as needed with Branch BSA operations and processes wire transfers. Performs routine service requests and administrative bank functions. Prepares all necessary reports in a timely basis. Must be able to travel to various Bank locations with little or no notice. 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. Qualifications: 2-4 years teller experience. Required. Strong sales experience. Required. Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary Must have proven abilities in needs-based sales and high-level client servicing skills. Excellent client service and cash handling experience is necessary. Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately. Able to accurately handle the most complex transactions efficiently. Be security conscious, accurate and attentive to detail. Should have an understanding of compliance with Federal & State laws governing teller areas. A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required. May need to work extended hours that may include weekends. Education: High School Diploma or equivalent. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters here. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .

Overview: About the Role Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Principal Duties and Responsibilities: Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as appropriate. 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. 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 teller work as needed: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc. Facilitates transactions. Responds quickly and effectively to client questions. Provides access to safe deposit boxes after verifying the client's identity and right to access. Completes necessary documents for clients to rent, transfer or surrender a safe deposit box. Receives and records payments for safe deposit box rent. Follows up on past due safe deposit box rent. Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property. Prepares abandoned property for escheatment. Works to achieve the Bank's team goals or individual goals including, but not limited to, deposits, loans, cross-selling and referrals to other units of the bank such as Investments, Lending, Treasury Services, etc. Performs all paying, receiving and collection functions within the banking center with a high degree of accuracy. Adheres to cash handling, operational, security, BSA/AML and all other policies and procedures. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. In conjunction with Lending staff or within own scope of authority, interviews prospective loan applicants. Collects all pertinent client supplied documents to support the credit decision process. Assists the underwriting officer or Bank Manager in obtaining complete information on the loan request and communicates with client as needed. Based on the type of loan, may close the loan ensuring compliance with all credit regulations. 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. Able to handle vault duties and ATM reconciliations May perform more complex service and branch functions such inputting and verify outgoing domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures Assists as needed with Branch BSA operations and processes wire transfers. Performs routine service requests and administrative bank functions. Prepares all necessary reports in a timely basis. Must be able to travel to various Bank locations with little or no notice. 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. Qualifications: 2-4 years teller experience. Required. Strong sales experience. Required. Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary Must have proven abilities in needs-based sales and high-level client servicing skills. Excellent client service and cash handling experience is necessary. Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately. Able to accurately handle the most complex transactions efficiently. Be security conscious, accurate and attentive to detail. Should have an understanding of compliance with Federal & State laws governing teller areas. A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required. May need to work extended hours that may include weekends. Education: High School Diploma or equivalent. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters here. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .

Overview: About the Role Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Principal Duties and Responsibilities: Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as appropriate. 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. 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 teller work as needed: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc. Facilitates transactions. Responds quickly and effectively to client questions. Provides access to safe deposit boxes after verifying the client's identity and right to access. Completes necessary documents for clients to rent, transfer or surrender a safe deposit box. Receives and records payments for safe deposit box rent. Follows up on past due safe deposit box rent. Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property. Prepares abandoned property for escheatment. Works to achieve the Bank's team goals or individual goals including, but not limited to, deposits, loans, cross-selling and referrals to other units of the bank such as Investments, Lending, Treasury Services, etc. Performs all paying, receiving and collection functions within the banking center with a high degree of accuracy. Adheres to cash handling, operational, security, BSA/AML and all other policies and procedures. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. In conjunction with Lending staff or within own scope of authority, interviews prospective loan applicants. Collects all pertinent client supplied documents to support the credit decision process. Assists the underwriting officer or Bank Manager in obtaining complete information on the loan request and communicates with client as needed. Based on the type of loan, may close the loan ensuring compliance with all credit regulations. 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. Able to handle vault duties and ATM reconciliations May perform more complex service and branch functions such inputting and verify outgoing domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures Assists as needed with Branch BSA operations and processes wire transfers. Performs routine service requests and administrative bank functions. Prepares all necessary reports in a timely basis. Must be able to travel to various Bank locations with little or no notice. 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. Qualifications: 2-4 years teller experience. Required. Strong sales experience. Required. Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary Must have proven abilities in needs-based sales and high-level client servicing skills. Excellent client service and cash handling experience is necessary. Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately. Able to accurately handle the most complex transactions efficiently. Be security conscious, accurate and attentive to detail. Should have an understanding of compliance with Federal & State laws governing teller areas. A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required. May need to work extended hours that may include weekends. Education: High School Diploma or equivalent. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters here. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .

Overview: About the Role Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Principal Duties and Responsibilities: Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as appropriate. 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. 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 teller work as needed: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc. Facilitates transactions. Responds quickly and effectively to client questions. Provides access to safe deposit boxes after verifying the client's identity and right to access. Completes necessary documents for clients to rent, transfer or surrender a safe deposit box. Receives and records payments for safe deposit box rent. Follows up on past due safe deposit box rent. Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property. Prepares abandoned property for escheatment. Works to achieve the Bank's team goals or individual goals including, but not limited to, deposits, loans, cross-selling and referrals to other units of the bank such as Investments, Lending, Treasury Services, etc. Performs all paying, receiving and collection functions within the banking center with a high degree of accuracy. Adheres to cash handling, operational, security, BSA/AML and all other policies and procedures. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. In conjunction with Lending staff or within own scope of authority, interviews prospective loan applicants. Collects all pertinent client supplied documents to support the credit decision process. Assists the underwriting officer or Bank Manager in obtaining complete information on the loan request and communicates with client as needed. Based on the type of loan, may close the loan ensuring compliance with all credit regulations. 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. Able to handle vault duties and ATM reconciliations May perform more complex service and branch functions such inputting and verify outgoing domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures Assists as needed with Branch BSA operations and processes wire transfers. Performs routine service requests and administrative bank functions. Prepares all necessary reports in a timely basis. Must be able to travel to various Bank locations with little or no notice. 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. Qualifications: 2-4 years teller experience. Required. Strong sales experience. Required. Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary Must have proven abilities in needs-based sales and high-level client servicing skills. Excellent client service and cash handling experience is necessary. Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately. Able to accurately handle the most complex transactions efficiently. Be security conscious, accurate and attentive to detail. Should have an understanding of compliance with Federal & State laws governing teller areas. A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required. May need to work extended hours that may include weekends. Education: High School Diploma or equivalent. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters here. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .

Overview: About The Role As a Corporate Banking Relationship Manager, you'll serve as the primary advisor for a portfolio of high-value clients. You'll lead relationship strategy, drive new business development, and deliver tailored financial solutions that support your clients' growth. This role is ideal for a self-starter with strong credit skills, a passion for relationship management, and a drive to exceed goals. You'll manage and grow a portfolio of corporate clients by developing new relationships and deepening existing ones. Your focus will be on delivering strategic financial guidance, identifying cross-sell opportunities, and ensuring a seamless client experience. You'll collaborate with internal partners to meet client needs while managing risk and maintaining compliance with all regulatory standards. Principal Duties & Responsibilities Meet or exceed individual sales and retention goals while ensuring full compliance with legal and regulatory requirements. Independently grow your portfolio through client referrals, networking, and targeted outreach. Lead the delivery of financial services to corporate clients, ensuring alignment with credit quality standards and production goals. Present and promote banking solutions with confidence and clarity to both existing and prospective clients. Collaborate with Risk Officers, Treasury Management, Client Services, and Product Specialists to deliver a full-service experience. Make informed decisions on overdrafts, wires, pricing, and structuring within your authority. Negotiate loan terms based on risk, market conditions, and overall client relationship value. Review and underwrite new and renewal loan requests in partnership with Risk Officers, ensuring adherence to credit policies. Monitor portfolio quality, manage past due loans, and proactively address potential issues. Ensure timely and accurate reporting, and that all loans are closed in accordance with internal procedures and legal requirements. Qualifications: 8-10 years of commercial lending experience required. Formal credit training from a national or large regional bank preferred. Strong understanding of accounting, finance, and credit analysis. Proven ability to build and grow client relationships in a fast-paced environment. Excellent communication, presentation, and problem-solving skills. Proficiency in Microsoft Office and CRM tools. Education: Bachelor's degree in business, Finance, or a related field required. 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 Banking Center Support Specialist takes an active role in meeting the needs and expectations of clients by servicing, promoting, and cross-selling the Bank's products and services. Responsibilities include increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. What You'll Do: Consistently meets and/or exceeds assigned individual and team sales goals. Supports relationship-building efforts through cross-selling, use of marketing materials, participation in promotions, telemarketing, and providing prompt client service. Maintains a prospect list of potential clients and participates in networking, outbound calling, and other outreach activities as directed. Opens and processes various types of accounts, products, and services after consulting with clients to understand their needs. Responds to general client inquiries, reconciles statements, and works with operations to resolve discrepancies and maintain accurate account records. Performs teller functions as needed, including accepting deposits, cashing checks within policy limits, processing withdrawals, selling travelers checks and cashier checks, and accepting loan payments. Facilitates client transactions and responds quickly and effectively to questions or concerns. Provides access to safe deposit boxes after verifying client identity and authorization. Completes documentation for safe deposit box rentals, transfers, or surrenders. Records payments for safe deposit box rent and follows up on past due accounts. Witnesses safe deposit box drilling due to lost keys or abandoned property and prepares items for escheatment. Contributes to team and individual goals related to deposits, loans, cross-selling, and referrals to other Bank units such as Investments, Lending, and Treasury Services. Performs paying, receiving, and collection functions with a high degree of accuracy. Adheres to all cash handling, operational, security, and compliance policies including BSA/AML. Assists Lending staff or works within own authority to interview loan applicants, collect required documentation, and support the credit decision process. May assist in closing loans in compliance with applicable regulations. Ensures compliance with operational and security procedures to maintain accounting integrity and safeguard assets. Completes general ledger tickets and balances transactions accurately. Performs vault duties and ATM reconciliations as assigned. May assist with more complex functions such as inputting and verifying domestic/international wire transfers within authorized limits and in accordance with policy. Supports Branch BSA operations and wire transfer processing as needed. Completes routine service requests and administrative tasks, including timely preparation of required reports. Must be able to travel to various Bank locations with little or no notice. Meets the requirements of the S.A.F.E. Act and is expected to follow procedures, including notifying Human Resources of any changes in current status. Qualifications: What We're Looking For 2-4 years of experience in retail banking or financial services, with direct exposure to both platform and teller responsibilities. Demonstrated ability to perform client-facing service functions including account opening, transaction processing, and cross-selling bank products. Proven success in meeting performance goals through relationship development and consistent service delivery. Strong cash handling skills with experience reconciling transactions, performing teller functions, and using teller terminals or online banking systems in accordance with operational and compliance procedures. Proficient in needs-based sales techniques and delivering high-level client service. Ability to interpret detailed written materials and perform accurate mathematical calculations. Capable of handling complex transactions efficiently and with attention to detail. Security-conscious and thorough in following procedures related to client accounts and banking operations. Understanding of Federal and State regulations applicable to teller and banking center activities. Willingness to work extended hours, including weekends, as needed. Ability to work in a fast-paced environment and travel between banking centers with little or no notice. Meets the requirements of the S.A.F.E. Act and follows procedures including timely notification to Human Resources of any changes in status. Education: High School Diploma or GED equivalent or a combination of education/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 Acts as the primary advisor for a portfolio of Corporate Banking clients. Develops new business relationships and maintains important revenue-generating client relationships through new business development, relationship and portfolio management activities. Assesses the risks and impact from both the client's and bank's perspective, identifies opportunities to cross-sell related banking products and services and leads the development of an overall client relationship strategy. Principal Duties & Responsibilities: Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals. Directs and manages the sales and service of financial services to Corporate Banking target market clients and prospects in accordance with loan quality guidelines, approval standards and production goals. Requires significant marketing presentation, sales and relationship building skills. Expands existing client relationships and actively seeks new clients via targeted prospecting. Responsible for meeting the broad needs of assigned clients by coordinating with assigned Risk Officers, Treasury Management Officers, Client Service Officers, and other Product Specialists. Partners with these specialists to meet the full range of client needs and ensures optimal response and service levels between departments. Under the parameters of procedures and individual authority, recommends and/or makes significant decisions regarding overdrafts, wires, pricing, structuring etc., for Loans, Treasury products, client servicing and other. If loan is an acceptable risk for the bank, negotiates the terms of the loan with the client based on the risk of the loan, current conditions in the financial markets, overall profitability of the loan and overall client relationship, and the current internal goals of the bank. In conjunction with Corporate Banking Manager, makes decisions of significant importance related to risk associated with the loan, documentation needed from client, negotiation of terms, etc. Independently reviews all new and renewal loan requests, coordinates and actively participates in the underwriting process together with appropriate Risk Officer, ensuring adherence to the Bank's credit policies and criteria in loan decisions. Joint analysis with Corporate Banking Manager and risk partners, analyze, maintains portfolio quality, monitors past due loans, minimizes the risk of loan losses and keeps exceptions to a minimum. Ensures full compliance with loan terms. Promptly identifies potential issues and alerts management of any problems in the portfolio. Submits timely and accurate reports as required. Ensures that all loans are closed according to proper procedures and according to the specific conditions of the CAR working with the appropriate staff and the closing attorney. Qualifications: 2-4 years of Commercial Lending experience. Required Formal credit training by national or large regional bank Preferred Strong understanding of the principles of accounting and finance. Strong marketing and analytical skills. Demonstrated problem-solving skills and interpersonal skills in demanding situations. Must be a self-starter and highly disciplined. Ability to work in a fast-paced environment with aggressive goals and objectives. Must be able to analyze financial conditions and industry trends. Excellent and effective presentation and communication skills, both verbal and written. Proficient with Excel, Word, Microsoft Office, and CRM Applications. Education: Bachelor's Degree in Business or related field. 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 We are looking for a results-driven Corporate Banking Relationship Manager Senior, you'll be the primary advisor for high-value corporate clients, driving business development and delivering tailored financial solutions. You'll grow your portfolio by building new relationships and deepening existing ones, focusing on strategic guidance, cross-selling opportunities, and seamless client service. Collaboration with internal partners is key to meeting client needs while managing risk and ensuring regulatory compliance. Principal Duties & Responsibilities Meet or exceed individual sales and retention goals while ensuring full compliance with legal and regulatory requirements. Independently grow your portfolio through client referrals, networking, and targeted outreach. Lead the delivery of financial services to corporate clients, ensuring alignment with credit quality standards and production goals. Present and promote banking solutions with confidence and clarity to both existing and prospective clients. Collaborate with Risk Officers, Treasury Management, Client Services, and Product Specialists to deliver a full-service experience. Make informed decisions on overdrafts, wires, pricing, and structuring within your authority. Negotiate loan terms based on risk, market conditions, and overall client relationship value. Review and underwrite new and renewal loan requests in partnership with Risk Officers, ensuring adherence to credit policies. Monitor portfolio quality, manage past due loans, and proactively address potential issues. Ensure timely and accurate reporting, and that all loans are closed in accordance with internal procedures and legal requirements. Qualifications: What you Bring 8-10 years of commercial lending experience required. Formal credit training from a national or large regional bank preferred. Strong understanding of accounting, finance, and credit analysis. Proven ability to build and grow client relationships in a fast-paced environment. Excellent communication, presentation, and problem-solving skills. Proficiency in Microsoft Office and CRM tools. Education: Bachelor's degree in business, Finance, or a related field preferred. An equivalent combination of education and/or 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 .

Application Deadline: Address: 320 S Canal Street Job Family Group: Customer Shared Services Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by applying expertise to reduce the Bank's loss exposure and manage risks. Advises internal and external stakeholders on complex, high-risk credit risk transactions and mitigation strategies. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures. Works with stakeholders to deepen relationships and grow the overall profitability of the portfolio. Works with stakeholders to ensure effectiveness of risk management controls, analysis and monitoring on a transactional and portfolio basis. Provides credit coaching, training and support to direct team and other stakeholders as required. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Influences and negotiates to achieve business objectives. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Conducts independent analysis and assessment to resolve strategic issues. Acts as the prime subject matter expert for internal/external stakeholders. Ensures alignment between stakeholders. Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting. Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Supports credit due diligence activities for bank acquisitions or integration. Monitors the financial and risk performance of account portfolio; performs financial and risk analysis of customer and account information to provide insights and recommendations on how to improve quality, liquidity and Bank's security position. Documents decisions on credit transactions with rationale that can be understood and explained to customers. Identifies and advises on terms, conditions and collateral requirements for the transaction decision as well as alternative solutions. Keeps abreast of economic and market developments within the portfolio to inform decision making and credit risk policies. Maintains and enhances knowledge around lending issues, including loan structure, collateral, foreclosure, bankruptcy and the various regulations that directly impact the Bank. Provides credit risk coaching and advice to sales & service employees to increase awareness of risk, policy, and knowledge of structuring transactions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders; includes legal and insolvency professionals and other consultants/advisors in the commercial business community. Gathers and formats data into regular and ad-hoc reports, and dashboards. Monitors and tracks performance and addresses any issues. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. In-depth / expert knowledge of banking products & services. In-depth / expert knowledge of industry trends and regulations. In-depth / expert knowledge of credit portfolio management policies & procedures, and financing guidelines. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary : $112,200.00 - $209,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Overview: About The Role As a Corporate Banking Relationship Manager, you'll serve as the primary advisor for a portfolio of high-value clients. You'll lead relationship strategy, drive new business development, and deliver tailored financial solutions that support your clients' growth. This role is ideal for a self-starter with strong credit skills, a passion for relationship management, and a drive to exceed goals. You'll manage and grow a portfolio of corporate clients by developing new relationships and deepening existing ones. Your focus will be on delivering strategic financial guidance, identifying cross-sell opportunities, and ensuring a seamless client experience. You'll collaborate with internal partners to meet client needs while managing risk and maintaining compliance with all regulatory standards. Principal Duties & Responsibilities Meet or exceed individual sales and retention goals while ensuring full compliance with legal and regulatory requirements. Independently grow your portfolio through client referrals, networking, and targeted outreach. Lead the delivery of financial services to corporate clients, ensuring alignment with credit quality standards and production goals. Present and promote banking solutions with confidence and clarity to both existing and prospective clients. Collaborate with Risk Officers, Treasury Management, Client Services, and Product Specialists to deliver a full-service experience. Make informed decisions on overdrafts, wires, pricing, and structuring within your authority. Negotiate loan terms based on risk, market conditions, and overall client relationship value. Review and underwrite new and renewal loan requests in partnership with Risk Officers, ensuring adherence to credit policies. Monitor portfolio quality, manage past due loans, and proactively address potential issues. Ensure timely and accurate reporting, and that all loans are closed in accordance with internal procedures and legal requirements. Qualifications: 2-4 years of commercial lending experience required. Formal credit training from a national or large regional bank preferred. Strong understanding of accounting, finance, and credit analysis. Proven ability to build and grow client relationships in a fast-paced environment. Excellent communication, presentation, and problem-solving skills. Proficiency in Microsoft Office and CRM tools. Education: Bachelor's degree in Business, Finance, or a related field required. 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: As a Corporate Banking Relationship Manager, you'll serve as the primary advisor for a portfolio of high-value clients. You'll lead relationship strategy, drive new business development, and deliver tailored financial solutions that support your clients' growth. This role is ideal for a self-starter with strong credit skills, a passion for relationship management, and a drive to exceed goals. You'll manage and grow a portfolio of corporate clients by developing new relationships and deepening existing ones. Your focus will be on delivering strategic financial guidance, identifying cross-sell opportunities, and ensuring a seamless client experience. You'll collaborate with internal partners to meet client needs while managing risk and maintaining compliance with all regulatory standards. Principal Duties & Responsibilities Meet or exceed individual sales and retention goals while ensuring full compliance with legal and regulatory requirements. Independently grow your portfolio through client referrals, networking, and targeted outreach. Lead the delivery of financial services to corporate clients, ensuring alignment with credit quality standards and production goals. Present and promote banking solutions with confidence and clarity to both existing and prospective clients. Collaborate with Risk Officers, Treasury Management, Client Services, and Product Specialists to deliver a full-service experience. Make informed decisions on overdrafts, wires, pricing, and structuring within your authority. Negotiate loan terms based on risk, market conditions, and overall client relationship value. Review and underwrite new and renewal loan requests in partnership with Risk Officers, ensuring adherence to credit policies. Monitor portfolio quality, manage past due loans, and proactively address potential issues. Ensure timely and accurate reporting, and that all loans are closed in accordance with internal procedures and legal requirements. Qualifications: 8-10 years of commercial lending experience required. Formal credit training from a national or large regional bank preferred. Strong understanding of accounting, finance, and credit analysis. Proven ability to build and grow client relationships in a fast-paced environment. Excellent communication, presentation, and problem-solving skills. Proficiency in Microsoft Office and CRM tools. Education: Bachelor's degree in business, Finance, or a related field required. 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 .

Description: This position is not eligible for immigration sponsorship. POSITION TITLE: Member Relationship Specialist DEPARTMENT: Operations CLASSIFICATION: Non-Exempt WAGE GRADE: 7 WAGE RANGE: $19.80 - $24.76 APPROVED BY: CEO POSITION REPORTS TO: Branch Manager POSITIONS SUPERVISED: None POSITION PURPOSE The Member Relationship Specialist is the first point of contact, problem resolution and responsible for creating a "wowing" first impression to existing and prospective members. Responsible for account openings, changes and closings, lending applications and support, and research and resolution of complex problems. Applies working knowledge to educate existing and prospective members on products and services to meet their current and future financial needs. Ensures members are promptly and professionally served. ESSENTIAL FUNCTIONS AND BASIC DUTIES Assumes responsibility for ensuring and performing efficient, effective, and professional MRS operations. Responsible for account maintenance, opening new accounts (consumer, defined, and business), closing accounts, originating loan applications, processing loan closings Answers questions and solves problems for members by active listening, collecting data, securing answers and delivering solutions to the member. Resolves member account reconciliation problems. Assists with complex transactions, cashier's checks, money orders, gift/travel cards, instant issue cards, and maintenance of certificate shares Assists in maintaining an inventory of cashier's checks, money orders, gift/travel cards. Assists with balancing the vault, ITMs, coin machines Answers questions regarding IRAs and HSAs Acts as a liaison between members and the ITMs Effectively ensures optimal team performance. Supports leadership to personnel through effective delegation and communication. Shares knowledge with team regarding policy, procedure, service and product offerings. Assists new employees. Provides support and suggestions for improvement in performance, process and efficiencies. Assists and supports the team and peer departments, as needed. Assumes responsibility for establishing and maintaining effective communication and coordination with team personnel and with management. Keeps management informed of area activities and of any significant problems. Provides suggestions for improved product, service or process. Completes all required reports and related documents, including but not limited to branch audits, membership cards, CTRs, etc. Responsible for ensuring documents are completed accurately and promptly. Attends meetings as required. Assumes responsibility for establishing and maintaining effective communication and coordination with members, area personnel and with management. Responds to members in a courteous, professional and timely manner, providing prompt, accurate and efficient service. Maintains regular contact with other departments to obtain information and/or to correct transactions. Assists Deposit Operations personnel as needed Ensures the Credit Union's professional reputation is projected and maintained Keeps executive management informed of area activities and of any significant problems. Attends and participates in meetings as required. Assumes responsibility for related duties as required or assigned. Ensures work areas and equipment are clean and well maintained. Performs procedures for opening and closing of operations, including vault, alarm, and door duties. Provide replacement MRS coverage as needed. Performs related administrative and lending functions as required. Comply with the U.S. Patriot Act and the Credit Union's Bank Secrecy and OFAC Policies and Procedures. Comply with the Gramm-Leach Bliley Act and the Credit Union's Information Security program, maintaining the privacy and security of information, Systems and locations. PERFORMANCE MEASUREMENTS MRS functions are efficiently, accurately, and effectively performed in accordance with established policies and standards. Safety and security procedures are understood and adhered to by all MRS's Accurate balancing, reporting and compliance with transaction policy and credit union standards. Good business relations exist with members. Members' problems or questions are courteously and promptly resolved. Good working relationships and coordination exist with area personnel and with management. Management is appropriately informed of area activities. Required reports and records are accurate, complete, and timely The Credit Union's professional reputation is maintained and conveyed. Good working relationships, DEI and collaborative initiatives exist with credit union personnel. Requirements: QUALIFICATIONS EDUCATION/CERTIFICATION: High school graduate or equivalent required. REQUIRED KNOWLEDGE: A thorough knowledge of member service, cross-selling and branch operations. Understanding of Credit Union operations, including opening and closing accounts, loans, IRA, HSA, and certificate procedures. Understanding of Credit Union philosophy. Knowledge of basic accounting. EXPERIENCE REQUIRED: Minimum of two years in member service or sales experience preferred, ideally in a financial institution SKILLS/ABILITIES: Excellent communication, listening and problem-solving skills. Training and leadership abilities preferred Professional appearance, dress, and attitude. Solid math skills. Ability to operate related computer software, and business equipment including 10-key, money counters, and telephone. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately and quickly. AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information. REPETITIVE MOTIONS: Movements frequently and regularly required using the wrists, hands, and/or fingers. AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. PHYSICAL STRENGTH: Sitting and standing. Exerts up to 50 lbs. of force occasionally. WORKING CONDITIONS NONE: No hazardous or significantly unpleasant conditions. (Such as in a typical office.) Travel may be required for training and replacement coverage purposes. MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY: Ability to deal with a variety of variables under only limited standardization. Able to interpret various instructions. MATHEMATICS ABILITY: Ability to perform basic math skills, use decimals to compute ratios and percentages. LANGUAGE ABILITY: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. INTENT AND FUNCTION OF JOB DESCRIPTIONS Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well constructed job descriptions are an integral part of any effective compensation system. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. Compensation details: 19.8-24.76 Hourly Wage PIb2d4af17d89d-1234

Description: This position is not eligible for immigration sponsorship. POSITION TITLE: Member Relationship Specialist DEPARTMENT: Operations CLASSIFICATION: Non-Exempt WAGE GRADE: 7 WAGE RANGE: $19.80 - $24.76 APPROVED BY: CEO POSITION REPORTS TO: Branch Manager POSITIONS SUPERVISED: None POSITION PURPOSE The Member Relationship Specialist is the first point of contact, problem resolution and responsible for creating a "wowing" first impression to existing and prospective members. Responsible for account openings, changes and closings, lending applications and support, and research and resolution of complex problems. Applies working knowledge to educate existing and prospective members on products and services to meet their current and future financial needs. Ensures members are promptly and professionally served. ESSENTIAL FUNCTIONS AND BASIC DUTIES Assumes responsibility for ensuring and performing efficient, effective, and professional MRS operations. Responsible for account maintenance, opening new accounts (consumer, defined, and business), closing accounts, originating loan applications, processing loan closings Answers questions and solves problems for members by active listening, collecting data, securing answers and delivering solutions to the member. Resolves member account reconciliation problems. Assists with complex transactions, cashier's checks, money orders, gift/travel cards, instant issue cards, and maintenance of certificate shares Assists in maintaining an inventory of cashier's checks, money orders, gift/travel cards. Assists with balancing the vault, ITMs, coin machines Answers questions regarding IRAs and HSAs Acts as a liaison between members and the ITMs Effectively ensures optimal team performance. Supports leadership to personnel through effective delegation and communication. Shares knowledge with team regarding policy, procedure, service and product offerings. Assists new employees. Provides support and suggestions for improvement in performance, process and efficiencies. Assists and supports the team and peer departments, as needed. Assumes responsibility for establishing and maintaining effective communication and coordination with team personnel and with management. Keeps management informed of area activities and of any significant problems. Provides suggestions for improved product, service or process. Completes all required reports and related documents, including but not limited to branch audits, membership cards, CTRs, etc. Responsible for ensuring documents are completed accurately and promptly. Attends meetings as required. Assumes responsibility for establishing and maintaining effective communication and coordination with members, area personnel and with management. Responds to members in a courteous, professional and timely manner, providing prompt, accurate and efficient service. Maintains regular contact with other departments to obtain information and/or to correct transactions. Assists Deposit Operations personnel as needed Ensures the Credit Union's professional reputation is projected and maintained Keeps executive management informed of area activities and of any significant problems. Attends and participates in meetings as required. Assumes responsibility for related duties as required or assigned. Ensures work areas and equipment are clean and well maintained. Performs procedures for opening and closing of operations, including vault, alarm, and door duties. Provide replacement MRS coverage as needed. Performs related administrative and lending functions as required. Comply with the U.S. Patriot Act and the Credit Union's Bank Secrecy and OFAC Policies and Procedures. Comply with the Gramm-Leach Bliley Act and the Credit Union's Information Security program, maintaining the privacy and security of information, Systems and locations. PERFORMANCE MEASUREMENTS MRS functions are efficiently, accurately, and effectively performed in accordance with established policies and standards. Safety and security procedures are understood and adhered to by all MRS's Accurate balancing, reporting and compliance with transaction policy and credit union standards. Good business relations exist with members. Members' problems or questions are courteously and promptly resolved. Good working relationships and coordination exist with area personnel and with management. Management is appropriately informed of area activities. Required reports and records are accurate, complete, and timely The Credit Union's professional reputation is maintained and conveyed. Good working relationships, DEI and collaborative initiatives exist with credit union personnel. Requirements: QUALIFICATIONS EDUCATION/CERTIFICATION: High school graduate or equivalent required. REQUIRED KNOWLEDGE: A thorough knowledge of member service, cross-selling and branch operations. Understanding of Credit Union operations, including opening and closing accounts, loans, IRA, HSA, and certificate procedures. Understanding of Credit Union philosophy. Knowledge of basic accounting. EXPERIENCE REQUIRED: Minimum of two years in member service or sales experience preferred, ideally in a financial institution SKILLS/ABILITIES: Excellent communication, listening and problem-solving skills. Training and leadership abilities preferred Professional appearance, dress, and attitude. Solid math skills. Ability to operate related computer software, and business equipment including 10-key, money counters, and telephone. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately and quickly. AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information. REPETITIVE MOTIONS: Movements frequently and regularly required using the wrists, hands, and/or fingers. AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. PHYSICAL STRENGTH: Sitting and standing. Exerts up to 50 lbs. of force occasionally. WORKING CONDITIONS NONE: No hazardous or significantly unpleasant conditions. (Such as in a typical office.) Travel may be required for training and replacement coverage purposes. MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY: Ability to deal with a variety of variables under only limited standardization. Able to interpret various instructions. MATHEMATICS ABILITY: Ability to perform basic math skills, use decimals to compute ratios and percentages. LANGUAGE ABILITY: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. INTENT AND FUNCTION OF JOB DESCRIPTIONS Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well constructed job descriptions are an integral part of any effective compensation system. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. Compensation details: 19.8-24.76 Hourly Wage PI3faee0ce5b7d-3123