What are the responsibilities and job description for the Client Relationship Specialist / Universal Banker position at Banesco USA?
Job Title
Client Relationship Specialist – Business & Professional
Functional Title
Personal/Universal Banker
Banesco USA is seeking a Client Relationship Specialist – Business & Professional for our Aventura Banking Center.
Primary Job Duties
Banesco USA is part of Banesco International, a worldwide group of financial institutions with presence in 14 countries.
As a corporation in continuous evolution, we promote the ongoing professional and personal development of our employees, by embracing challenges and adapting to the changing environment of today’s world. We aim to develop integral human beings, committed to making a difference at the workplace and out in the world.
Our actions are rooted in our Values: Reliability, Responsibility, Quality and Innovation. We believe that we all have the same ability to transform our daily tasks into significant contributions, and therefore, Leave Our Mark.
At Banesco USA, one of our most valued assets is our enthusiastic team, which strives every day to create a world-class organization in an ever-changing world. Together, our team has made us a market leader and we invite you to join us.
Client Relationship Specialist – Business & Professional
Functional Title
Personal/Universal Banker
Banesco USA is seeking a Client Relationship Specialist – Business & Professional for our Aventura Banking Center.
Primary Job Duties
- Acquire, retain, and expand new and existing client relationships by providing exceptional customer service and resolving customer requests.
- Consistently meet or exceed sales goals at the banking center level.
- Proactively pursue new business opportunities through lead generation while cross-selling to grow the portfolio.
- Actively participate in the bank's sales process, including product selection and referrals.
- Capture deposits to achieve established banking center goals.
- Respond to inquiries from internal and external customers.
- Responsible for teller duties which may include, but are not limited to: processing transactions, ensuring compliance with bank policies and procedures, completing ATM duties, managing cash, including vault operations and currency ordering, processing NSF and overdrafts, holds, stop payments, and wire transfers, balancing daily transactions and cash, processing deposits/withdrawals, loan repayments, cashier checks, open/maintain, and close accounts, ensuring proper documentation.
- Responsible for working in a team setting with other relationship bankers while assisting the Client Relationship Manager in overall sales and day-to-day operations.
- Ensure the physical security of the banking center, including opening and closing procedures.
- Complete BSA/KYC/ECS/RFI requests in a timely manner.
- Work with centralized banking center operations to achieve satisfactory audit and quality control results.
- Maintain accurate records and protect banking center assets.
- Provide support and coverage to other banking centers as needed
- Responsible for completing annual training programs assigned.
- Perform other assigned functions and/or duties.
- Education: High school diploma or equivalent experience.
- Experience: Minimum three (3) years of experience in retail banking or cash handling.
- Must be bilingual in both English and Spanish. Ability to fluently speak, understand, read, and write both languages.
- Proven ability to work effectively in a team environment.
- Demonstrated knowledge of selling and cross-selling techniques to provide customers with the bank’s products and services.
- Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.).
- Strong verbal and written communication skills, with the ability to interact effectively at all organizational levels.
- Exceptional attention to detail, accuracy, multitasking, time management, and prioritization skills.
- Strong customer service orientation, ensuring satisfaction for both internal and external clients.
- Understanding of relevant state and federal banking compliance regulations and operational policies.
- Ability to understand and adhere to bank instructions, procedures, and policies.
- Competitive base salary plus variable compensation.
- PTO
- Tuition reimbursement.
- Paid parental leave.
- Medical, Dental, Vision
- 401k
- Life Insurance
- Supplemental Insurances
- Short-Term & Long-Term Disability Benefits
Banesco USA is part of Banesco International, a worldwide group of financial institutions with presence in 14 countries.
As a corporation in continuous evolution, we promote the ongoing professional and personal development of our employees, by embracing challenges and adapting to the changing environment of today’s world. We aim to develop integral human beings, committed to making a difference at the workplace and out in the world.
Our actions are rooted in our Values: Reliability, Responsibility, Quality and Innovation. We believe that we all have the same ability to transform our daily tasks into significant contributions, and therefore, Leave Our Mark.
At Banesco USA, one of our most valued assets is our enthusiastic team, which strives every day to create a world-class organization in an ever-changing world. Together, our team has made us a market leader and we invite you to join us.
