The Model Risk Analyst role contributes to the overall quality of risk management across  the Bank by collaborating with Risk Management directors, senior leaders, business unit managers, and model owners for the purpose of ensuring model development, model implementation, and model monitoring, conforming to the standards set forth by both the Bank's Model Risk Management Framework and the provided regulatory guidelines. The Model Risk Analyst assesses the Bank's models for conceptual soundness, application and use, controls and implementation, as well as assurance on the continued performance of the model as it deployed into production.   Principal Duties & Responsibilities:  - Conducts in-depth analytical reviews of the Bank’s models, challenging the theoretical and control soundness of the models. - Assists in the creation and maintenance of the policies, standards, guidelines, and procedures required to implement the Bank’s Model Risk Management Framework that covers model and computational tool identification and classification, model development and testing, model documentation, model validation, and model performance monitoring. - Provides guidelines to model owners for effective model development or acquisition, adequate documentation, input data quality, testing, outcomes analysis, and model performance monitoring. - Provides advice on model risk management best practices and feedback on model reasonableness to the model owners during the model development, acquisition or change process. - Informs MRM Manager of any delays in model implementation arising from documentation, validation, control, or other situations. - Conducts a combination of focused reviews and/or full model validations as determined by MRM schedules or policy. - Observes scheduling requirements necessary to execute the model validations throughout the year. - Effectively challenges model developers, users and owners during the model development, acquisition, validation and review processes. - Provides counsel to model/business owners with respect to model risk measurement techniques including, but not limited to, the establishment of limits, thresholds, and tolerances that determine the need to revise the model in question. - Specifies appropriate remedial action plans for models with identified deficiencies. - Maintains compliance with applicable rules, regulations, and expectations set by regulators for model risk management including as the company grows and becomes more complex. - Communicates and escalates matters of significant model risk to senior leaders and business unit managers. - Assists the Model Risk Manager in the development of model risk education and delivery of education to senior leaders, business unit managers, and model owners. - Regularly exercises discretion and judgment in the performance of essential job functions. - Maintains good punctuality and attendance to work. - Follows Bank policy, procedures, and guidelines. - Performs other duties as may be required.

  The Private Wealth Advisor Senior is responsible for consulting with current and prospective clients to identify and meet their financial goals, primarily through providing wealth advisory and investment management solutions, including financial planning services and the corresponding sale of non-depository investment products. Focuses on analyzing goals, objectives, liquidity needs, and risk tolerance, to determine which investment solutions best meet the client's needs and then offers those products and services as appropriate. Always dedicated to recommending and selling investment solutions that are best suited for the client and meet fiduciary standards, regardless of whether such solutions are offered through City National Bank or Bci Securities. Also, responsible for the continued counsel and advice for accounts with existing clients. Highly organized individual with knowledge of essential systems, policy and procedures, investment products and services, including financial planning and asset allocation techniques. Responsible for ensuring that all business transactions and practices in the individual's span of control, comply with all regulations which are essential to the sound business operations of the bank.   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 canvassing efforts to meet or exceed the Bank’s strategic goals. - Serves as a subject matter expert in the areas of investments, tax planning, estate planning, retirement planning and general financial planning. - Meets with clients to assess current and future financial status, needs and goals, determines risk tolerance levels and develops sound recommendations for action through the utilization of non-depository investments and/or fiduciary products and services. - Ensures production adherence to the Bank’s standards of net new asset growth and retention. - Ensures regulatory and bank policy compliance in all facets of the jobs. - Ensures Client profile is updated routinely so investments remain consistent with risk tolerance. - Proactively updates Client accounts, CRM, and relevant internal databases as necessary and on a timely basis so as to ensure their completeness and accuracy and for reporting purposes. - Provides on-going administration of accounts, including periodic review with the clients and reassessing whether progress towards their financial goals are being achieved. - Interacts with outside sources (i.e. accountants, attorneys) to encourage the referral of potential clients. - Meets with Bank’s Relationship Managers (RM) on a continuous basis for the purpose of training and updating on investments and financial planning. - Will also work with RMs to identify and solicit clients that would benefit from the bank’s investment, financial and Trust products and services and to introduce clients to RM’s for depository services. - Manages client communications and follow-up with clients.

The Trust Officer is responsible for the oversight and management of personal trusts, estates, agencies and investment management accounts. Manages the client relationship and/or administers the client account in order to create, expand and service trust department relationships while managing the risks associated with the administration of those accounts.   Principal Duties & Responsibilities: - Indepenently administer and interpret fiduciary accounts in accordance with applicable laws and regulations and the stipulations of governing documents, local law or Court Order under which authority is conferred. - Communicates directly with clients, Bank staff and Centers of Influence who are related to the client's accounts as part of day to day administration. - Oversee annual administrative review of Trust accounts. Check files for correct forms, codes, review payments and transactions for accuracy. Review Trust Document to ensure documents are in compliance. - Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc. - Manage account base in an effort to avoid and minimize service and operational issues iand obtain missing documents from clients. - Produce and review gain/loss reports for clients and intermediaries. Research tax deficiency notices. Estimate taxes and allocate tax payments between principal and income, and maintain tax calendars. Communicate with Tax Vendor and external accountants. - Gather data for account reconciliation's, ensuring distribution requirements are met for charitable trusts, compute distribution amounts for unit-trust accounts and review fee agreements between the Bank, clients, and Co-Fiduciaries. - Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion as appropriate. Review and submit proposals for consideration, direction and approval. - Work with appropriate colleagues to develop investment strategies. - Oversee distribution of client's assets upon termination of accounts. - Respond to clients, advisors, and intermediaries regarding the administration and maintenance of accounts. - Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). - Perform a legal and administrative review of all potential new business. - Work with Bankers, Portfolio Managers, and Financial Consultant colleagues to gather the necessary information and documentation to ensure we understand the risk and other issues associated with new opportunity (e.g., agreements, fee schedules, transfer directions, receipt of assets, reporting correct cost basis and tax acquisition dates, missing form and signatures, etc.). - Work with external advisors and attorneys to expand trust's brand and garner larger market share within region. Set proper expectations with all internal and external partners around timing and progress of new opportunity. - Serve as a point of escalation for problem resolution. - Manage risk to ensure all relationships are within CNB's risk appetite. - Exhibits a positive professional demeanor at all times and all situations when dealing with clients, internal staff, and centers of influence. Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.

The Real Estate Relationship Manager is the primary bank contact for professional real estate developers and investors. Originates construction, bridge and term mortgage loans in the context of servicing large dollar volume relationships. Participates in related business development activities; including the generation of deposits, non-interest, income and the cross-selling of bank products.   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. - Requires significant marketing presentation, sales and relationship building skills. - Responsible for reaching and surpassing individual goals for new client acquisition, new loans, incremental deposits, incremental treasury management revenues and referrals to other of CNB’s Lines of Business - Calls on potential or existing clients to develop new business or retain and expand existing business. - Provides best-in-class service to clients and prospective clients. - Meets with applicants to develop a complete package of information on both the real estate which will serve as collateral and the financial condition of the borrower(s) and/or guarantor(s). - Uses outside contacts and resources in researching the credit history of the borrower(s)/guarantor(s). - Uses outside contacts and resources in researching the market for and value of the real estate collateral. - With independent analysis, ensures full compliance with loan terms. Promptly identifies potential issues and alerts management of any problems in the portfolio. - If the loan is an acceptable risk for the bank, negotiates the terms of the loan with the client based on the risk in the loan, current conditions in the financial markets, overall profitability of the loan and the current internal goals of the bank. - Develops a complete loan committee presentation, using the banks credit department or Real Estate Underwriter. - Proficient in the utilization of client management systems and has a well-defined sales process, including call preparation, follow up, relationship planning, time management and prospecting. - Maintains a high level of calling and prospecting activity.

The Real Estate Relationship Manager Senior is the primary bank contact for professional real estate developers and investors. Originates construction, bridge and term mortgage loans in the context of servicing large dollar volume relationships. Participates in related business development activities; including the generation of deposits, non-interest, income and the cross-selling of bank products.   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. - Requires significant marketing presentation, sales and relationship building skills. - Responsible for reaching and surpassing individual goals for new client acquisition, new loans, incremental deposits, incremental treasury management revenues and referrals to other of CNB’s Lines of Business - Calls on potential or existing clients to develop new business or retain and expand existing business. - Provides best-in-class service to clients and prospective clients. - Meets with applicants to develop a complete package of information on both the real estate which will serve as collateral and the financial condition of the borrower(s) and/or guarantor(s). - Uses outside contacts and resources in researching the credit history of the borrower(s)/guarantor(s). - Uses outside contacts and resources in researching the market for and value of the real estate collateral. - With independent analysis, ensures full compliance with loan terms. - Promptly identifies potential issues and alerts management of any problems in the portfolio. - If the loan is an acceptable risk for the bank, negotiates the terms of the loan with the client based on the risk in the loan, current conditions in the financial markets, overall profitability of the loan and the current internal goals of the bank. - Develops a complete loan committee presentation, using the banks credit department or Real Estate Underwriter. - Proficient in the utilization of client management systems and has a well-defined sales process, including call preparation, follow up, relationship planning, time management and prospecting. - Maintains a high level of calling and prospecting activity.

The Resiliency, Security, and Safety lead supports designated elements of Resiliency, Security, and Safety. The lead will provide professional skills related to business continuity planning, crisis management, and program management. Will support the Line of Business (LOB) partners in developing business continuity and disaster recovery plans. Will conduct a business impact analysis, a business interruption risks assessment, and recovery gap analysis, producing appropriate executive-level reporting and recommendations for remediation. Must be able to capitalize on business opportunities to refine production processes to mitigate exposure during disruptions of service without adversely affecting day-to-day operations, including recovery solutions and workarounds. Will indirectly facilitate others in the development of continuity and recovery documentation across the Bank.   Principal Duties & Responsibilities: - Implement and provide plans and recommendations in managing the work and activities involved in improving protection, resiliency, and reliability.  - Responsible for independently managing the maintenance and the testing of the IT Disaster Recovery Plans and coordination of plan objectives with the continuity plans from the business units. - Responsible for maintaining and updating the mass notification tools and teams and annual testing. - Establishes scope and objectives of Disaster Recovery tests at offsite locations and schedule test timing and resources accordingly; Must be available to coordinate and evaluate the DR Testing. - Works closely with the appropriate IT teams to align business continuity strategy with the IT Disaster Recovery Plans (DRP); stay current on planned infrastructure and application changes to ensure timely and accurate updates to the DRP in a very dynamic environment. - Specialized knowledge and certifications such as CBCP, PMP, CBCI - Solid understanding of business processes analysis, and improvement strategies as well as technology and data dependencies within the IT infrastructure and how they affect recovery strategies. - Collaborates with IT and business process owners to create beneficial outcomes - Updates and reviews business impact analysis and risk assessments and creates gap analysis - Supports the ongoing development and documentation of business continuity plans and crisis documentation - Coordinates yearly business continuity plan and disaster recovery plan exercises, including crisis management plan tabletop exercise and event-specific scenarios such as pandemic, active shooter, cyber resilience, etc. - Coordinates development of business unit schedules for annual business continuity documentation maintenance and updates, exercises, and independent review and validation.  - Prepares reports and metrics of recovery capabilities that define gaps and risks to the Banks resiliency. - Functions as lead coordinator and point of contact during crisis situations – must be available as first responder and key point of contact and coordinator during any disaster scenario. This position supports the business continuity function.

The Sales & Service Banker will be responsible in servicing our clients and opening account referrals for the larger business centers in the company. Responsible for meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services, while increasing deposits and fee incomes, reducing expenses, maintaining and expanding superior best in class client relations, and consistently meeting or exceeding assigned individual referral goals or team sales goals. Services all clients account needs.   Principal Duties & Responsibilities: - Coordinates with the Business & Sales Service Manager in preparing required reports and performs other functions as required. - Responsible for servicing clients and opening account referrals for larger branches. - Provides assistance in completing Requests for information (RFIs) from the BSA department as needed. - Assist in completing Financial ticklers as well as signature cards in a timely manner - Proactively seeks ways to develop and expand client relationships in order to contribute towards the Bank’s success. - Develops and maintains a prospect list of potential client through identifying cross selling opportunities. - Responsible for the retention and growth of the Banking Center team goals. In other words, helps with client retention and deepens existing relationships. - Develops deposit and loan relationships, via client referrals. - Well versed in all Bank products and services to ensure relationship building opportunities and maintains strong relationships with current clients. - Cross trained in all paying, receiving and collection functions including cash handling. - Accurately processes transactions, adheres to strict security measures balancing procedures. - May provide loan support functions, such as help prepare prescreen memos, loan documentation scanning with the guidance from Business Market Leader. - Identifies client needs and will coordinate/refer to other lines of business as needed including meeting referral goal expectations. - Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs. - Makes over draft decisions on a daily basis, pay/return decisions using independent judgment within authority limits. - Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files. - Services all client account needs: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc. - Works closely with all lines of business and other departments to deliver an integrated and seamless experience for clients. - Maintains strong product knowledge and knowledge of the marketplace. Works with other bank employees on the approval of transactions necessary for the efficient operation of the bank. - Ensures compliance with the Bank’s operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times. - Completes all necessary G/Ltickets and balances accurately. - Ensures that reports required by Senior Management are accurate and completed on time. - Responsible for opening and closing the banking center. - Meets the requirements of the S.A.F.E. Act and expected to follow procedures including notifying Human Resources of any changes in current status.

The Security Architecture & Engineering Manager is a key resource on the Cyber Security and Risk Management (CSRM) team. The Manager oversees and coordinates security efforts across the bank including departments such as information technology, human resources, communications, legal, finance management and other groups, and identifies and establishes security initiatives and standards throughout the organization. The Security Architecture & Engineering Manager is responsible for planning, directing and coordinating the bank's information security policies, setting procedures and guidelines to ensure that all information systems are functional, secure and safeguarded throughout the bank and are in compliance with privacy, customer trust and information security laws and regulations applicable to financial institutions. The Manager is responsible for working with key individuals throughout the organization to develop business cases for new security projects and in the risk assessment of existing and planned information systems.   Principal Duties & Responsibilities: - Managing the day-to-day operations of cybersecurity tools and processes such as static, dynamic, and manual application security testing, application and architecture reviews, data loss prevention (DLP), email security, cloud security posture management (CSPM), and SaaS security posture management (SSPM). - Responsible for leading, managing, and motivating a team of cybersecurity professionals to ensure the success of the Security Architecture & Engineering program. - Oversee the department goals and objectives and ensuring timelines and goals are met within a timely manner. - Drive and oversee the development of playbooks and standard operating procedures for incident response, security tools and processes. - Lead and deliver operational reporting and metrics, including KPIs and KRIs. - Conduct follow-up reporting, pro-active communications, and timely alerts related to remediation delivery. - Participate in development and implementation of the appropriate and effective controls to mitigate identified threats and risks. - Facilitate internal and external audits, examinations, risk assessments, and security reviews. - Ensure detected security issues, self-identified issues, and audit or regulator findings result in implemented solutions to reduce security risks. - Address the systemic root cause in risk mitigations, and not simply the “finding” itself. - Oversee incorporation of applicable regulatory guidelines and industry standards into the Bank’s policies, procedures, and operations. - Develop, document, and administer processes, procedures, and guidelines in support of the duties and responsibilities of the team to enhance the capability of the Security Architecture & Engineering program. - Work with the appropriate Bank personnel in communicating standards and procedures. - Document progress reports on information security projects, IT and security key risk indicators, quarterly business reviews, compliance posture, and other metrics to the appropriate Committees, and Board of Directors, as needed. - Drive strategy and projects that increase the overall growth and maturity of the Security Architecture & Engineering program. - Develop, execute, and maintain strategy and roadmap for the ongoing growth of the Security Architecture & Engineering program. - Maintain up-to-date knowledge of cybersecurity threats including; common attack methodologies, indicators of compromise, advanced persistent threat groups, current hacker activities, and adversarial tactics, techniques, and procedures.  

The Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but not limited to Attorneys, CPAs, Physicians and entrepreneurs. Meets and exceeds goals by developing new loans and depository business from prospects and existing clients. Cross-sells bank products, including but not limited to Treasury Management Services. The individual will structure, negotiate and close loan transactions while assuring that a deposit component is prevalent in every loan transaction and new relationship. Individual is expected to deliver the highest level of client service to the client base while responding to all client requests on a timely basis by providing prompt and efficient service. Responsible for the development of Private Client Group clientele through business development calling efforts, social functions and association memberships.   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. - Requires significant marketing presentation, sales and relationship building skills. - Maintains an active calling program with prospects, existing clients and referral sources. Participates in outside activities through business and civic organizations that reflect and define the Private Banking market. - Manages and develops loan and deposit account relationships. Responds to all client requests on a timely basis providing prompt and efficient service. - 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. - Makes decisions of significant importance related to risk associated with the loan, documentation needed from client, negotiation of terms, etc. - 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. - 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. - With independent analysis, 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. - Reviews account relationships on an ongoing basis to determine financial needs of clients (i.e. Treasury Management Services, etc.) and actively cross-sells all of the bank’s products and services. - Reviews all loan requests, coordinates and actively participates in the underwriting process, ensuring adherence to the bank’s credit policies and procedures. Obtains all necessary approvals on new credit requests or modifications. - 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 alerts management of any problems in the portfolio. - Provides accurate and timely responses to requests for information from Enterprise Risk Department as it pertains to high-risk reviews and CIPs (Client Information Profiles).  

Serves small businesses with annual revenues from $250k to $5 million providing comprehensive financial solutions to our clients. Responsible for meeting the needs and expectations of customers 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. Services all customer account needs.  Coordinates with the Bank Manager in preparing required reports and performs other functions as required for the sound operations of the bank.  Cross trained in all paying, receiving and collection functions including cash handling. Accurately processes transactions, adheres to strict security measures balancing procedures.  May provide loan support functions in certain offices.   Principal Duties & Responsibilities: - Consistently meets and/or exceeds assigned individual, team and revenue goals within a designated market and gaining complete knowledge of the business and personal financial needs of assigned clients. - Proactively seek ways to develop and expand client relationships in order to contribute towards the Bank’s success. - Develops and maintains a prospect list of potential customers. Participates in networking, outside sales efforts and cold calling as appropriate. - Acts as the face of the Bank in the community and takes appropriate leadership roles as available. - Responsible for growing the profitability of the small business client base. - Develops deposit and loan relationships. - Prospects and acquires new priority small businesses. - Retains and deepens existing relationships. - Responsible for new acquisition activities. - Analyzes client’s financial conditions and recommends financial solutions to best meet client’s business and personal needs. - Well versed in all Bank products and services to ensure relationship building opportunities and maintains strong relationships with current clients. - Identifies client needs and will coordinate/refer to other lines of business as needed including meeting referral goal expectations. - Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs. - Makes overdraft decisions on a daily basis, pay/return decisions using independent judgment within authority limits. - Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files. - Services all customer account needs: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc. - Works closely with all lines of business and other departments to deliver an integrated and seamless experience for clients. - Maintains strong product knowledge and knowledge of the marketplace. Works with other bank employees on the approval of transactions necessary for the efficient operation of the bank. - Keeps abreast of changing business trends that impact the Personal and Business Banking area and translates those rends into business opportunities. - Well versed in all Bank products and services to ensure relationship building opportunities. - Ensures compliance with the Bank’s operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times. - Completes all necessary G/L tickets and balances accurately. - Ensures that reports required by Senior Management are accurate and completed on time. - Responsible for opening and closing the banking center.

Serves small businesses with annual revenues from $250k to $5 million providing comprehensive financial solutions to our clients. Responsible for meeting the needs and expectations of customers 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. Services all customer account needs.  Coordinates with the Bank Manager in preparing required reports and performs other functions as required for the sound operations of the bank.  Cross trained in all paying, receiving and collection functions including cash handling. Accurately processes transactions, adheres to strict security measures balancing procedures.  May provide loan support functions in certain offices.   Principal Duties & Responsibilities: - Consistently meets and/or exceeds assigned individual, team and revenue goals within a designated market and gaining complete knowledge of the business and personal financial needs of assigned clients. - Proactively seek ways to develop and expand client relationships in order to contribute towards the Bank’s success. - Develops and maintains a prospect list of potential customers. Participates in networking, outside sales efforts and cold calling as appropriate. - Acts as the face of the Bank in the community and takes appropriate leadership roles as available. - Responsible for growing the profitability of the small business client base. - Develops deposit and loan relationships. - Prospects and acquires new priority small businesses. - Retains and deepens existing relationships. - Responsible for new acquisition activities. - Analyzes client’s financial conditions and recommends financial solutions to best meet client’s business and personal needs. - Well versed in all Bank products and services to ensure relationship building opportunities and maintains strong relationships with current clients. - Identifies client needs and will coordinate/refer to other lines of business as needed including meeting referral goal expectations. - Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs. - Makes overdraft decisions on a daily basis, pay/return decisions using independent judgment within authority limits. - Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files. - Services all customer account needs: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc. - Works closely with all lines of business and other departments to deliver an integrated and seamless experience for clients. - Maintains strong product knowledge and knowledge of the marketplace. Works with other bank employees on the approval of transactions necessary for the efficient operation of the bank. - Keeps abreast of changing business trends that impact the Personal and Business Banking area and translates those rends into business opportunities. - Well versed in all Bank products and services to ensure relationship building opportunities. - Ensures compliance with the Bank’s operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times. - Completes all necessary G/L tickets and balances accurately. - Ensures that reports required by Senior Management are accurate and completed on time. - Responsible for opening and closing the banking center.

Jump start a career in the field of banking! Our 2024 summer internship program offers hands-on experience and an opportunity to learn the fundamentals of the banking industry as well as its products and services. Learn to accomplish objectives by developing and prioritizing actions as well as establishing and communicating the work plan to the appropriate participants. Our summer internship program will provide exposure to a wide range of diverse team members, projects and leaders. 

The Systems Analyst is responsible for analyzing, designing, and implementing information systems solutions to meet the business requirements of our organization. This role will design, document, implenent and work with complex business integration requirements. Will work closely with business stakeholders and IT  teams to understand their needs and translate them into technical specifications. The System Analyst will also be responsible for testing, troubleshooting, and maintaining the systems to ensure they meet the highest standards of quality and performance.   Principal Duties & Responsibilities:  - Collaborate with business stakeholders and IT teams to ensure the successful implementation of solutions. - Evaluates existing components or systems to determine integration requirements and to ensure final solutions meets organizational needs. - Lead projects/matters of high complexity in a lead and/or support role. - Designs, develops, tests programs based on user and design specifications, with an emphasis on financial / regulatory reporting, but not limited to: - Conducts data mapping: defines data elements, entity relationships, input and output sources, and how data will be transmitted through a proposed system; estimates the type of information to be entered, computed, updated or otherwise used in the system; estimates data volumes. - Writes and maintains documentation to describe program development, logic, coding, testing, changes and corrections. - Root cause, track and verify fixes for issues throughout full development lifecycle. - Support the continuous improvement of integration and testing processes, procedures, applications and tools. - Maintain and update systems to ensure they remain efficient and effective. - Deliver testing principles and techniques to ensure the quality and reliability of developed solutions.

City National Bank of Florida relies on a network of Third Parties to provide products and services to enable and support operations throughout the institution. As a result, the bank's exposure to various risks is heightened. Inadequate onboarding and on-going management of Third Parties could result in security breaches, operational inefficiencies, legal action, financial loss, and severe damage to our reputation. To address this challenge, City National Bank of Florida has implemented a Third-Party Risk Management Program (TPRM) to identify and evaluate risks and provide proper oversight of our business relationships.  The Third-Party Risk Officer is responsible for the execution and oversight of the company's TPRM lifecycle requirements for engagements across multiple lines of business. The portfolio of engagements represents a significant base of critical and high-risk commercial relationships requiring comprehensive and rigorous oversight and compliance with the Third-Party Risk Management Policy and regulatory requirements. The Third-Party Risk Officer evaluates and monitors all aspects of the services; independently assesses increasing and emerging risks in the Third-Party space. In this role, the leader also assists with the development of enhancements to new or existing Third-Party policies and procedures and takes on any other responsibilities assigned by the Director that will be related to key initiatives and or other company businesses and functions. To be successful in this role, the Third-Party Risk Officer must be an effective change agent and collaborator, possess the skills and willingness to perform duties that are a combination of tactical, transactional, and strategic in nature. The role will offer a high level of visibility to key management stakeholders. Principal Duties & Responsibilities:   - Partner with assigned business units and the Vendor Management Office to establish an appropriate engagement process to enable meaningful oversight and portfolio management and ensure business adherence to related risk policies, standards, and procedures. - As the Second Line function, ensure that there is adequate oversight of the VMO, to include risk assessments for vendors, identification of critical vendors, cadence for periodic reviews, risk rating of vendors, documentation received by vendors at onboarding and/or during the lifecycle of the vendor engagement. - Execute responsibilities articulated in the relevant policies pertaining to Third-Party Risk Management. - Conduct and document deep dive reviews into significant current or emerging risk areas as they relate to Third-Party Vendors engaged with the institution. - Ensure Lines of Business, Risk areas, VMO and TPRM are working jointly to ensure compliance of activities across the risk life cycle to include Contract Reviews, Information Security Reviews, and Ongoing Monitoring. - In collaboration with relevant stakeholders, develop risk mitigation strategies and action plans as appropriate across commercial relationships. - Oversee and or develop Ongoing Monitoring (OGM) plans in alignment with TPRM policy for newly onboarded Third Parties and ensures Business Owners are executing OGM plans for existing engagements. - Execute Issue Management end-to-end activities (issue identification, prioritization, assignment, remediation, closure) for matters pertaining to Third Parties, as well as the Third-Party Program. - Leverage core tools to provide effective oversight and challenge risk ratings and risk tolerance. - Lead risk assessment cross-functional reviews to proactively identify inherent and residual risks related to new and existing contractual relationships. - Conducts internal testing of dispute processes to ensure control. - Acts as SME to senior stakeholders and /or other team members.

Support Relationship Officers in the task of identifying new Treasury Management revenue sources and supporting the retention of existing clients. Responsible for meeting or exceeding assigned sales and retention goals. Sells Treasury Management Services, provides company analysis, and technical support in the Treasury Management department. May participate in the supervision of Treasury Management Coordinators.   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. - Generates new Treasury Management revenue sources. - Resolves treasury management operational problems requiring identification of cause and implementation of corrective action with Treasury Management staff or other departments. - Conducts on-site sales and service meetings with complex Treasury Management clients for identification and integration of multiple services. - Acts as a consultant to prospects, clients, and officers to develop and implement Treasury Management systems. - Prepares and negotiates complex Treasury Management service proposals. - Independently completes agreements and correspondence with clients. - Organizes and conducts training sessions for calling clients. - Participates in the development of marketing and training materials. - Develops and maintains an in-depth understanding of the Treasury Management products offered by the Bank and the processes for delivering these services.

The Universal Banker role consist of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Processing transactions, adhering to strict security measures and to strong balancing procedures. Cross-trained in all servicing functions of the platform to support bankers and continue to assist clients as needed, such as, but not limited to, opening accounts, wire transfer input, change of address, and client's research. Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedures. Takes an immediate active role in meeting the needs and expectations of clients; by servicing, promoting and identifying cross selling opportunities.   Engages in conversation with clients by actively listening and asking questions.  Introduces clients to other CNB  team members, as appropriate , to proactively help meet their financial needs.       Principal Duties & Responsibilities: - Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience. - Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the lobby and refers clients to appropriate bank personnel in order to meet their financial needs. - Executes a variety of transactions in accordance with applicable policies and procedures, and with a high level of accuracy and efficiency while maximizing the sales potential of every interaction. - Consistently meets and/or exceed assigned individual and team referral/sales goals. - Identifies client’s profiles and their respective needs, asks need revealing questions, identifies client CUES, makes appropriate benefit statements, handles objections, closes the referral to the appropriate business partner, ensures client retention and client service satisfaction. - Develops business name sales leads by “scrubbing” leads through Hoovers or any other list in order to provide leads/referrals to the sales staff. A scrubbed lead is taking a business name from Hoovers or any other list and taking steps to gather additional information about the owners and company, in order to provide that information to sales staff. Must meet Bank established minimum monthly lead goal - Maintains the highest level of confidentiality with all information obtained. - Promotes the Bank’s products and services. - Adheres to cash handling, operational, security and BSA/AML policies and procedures to avoid liability. - Learns, understands, and serves as back up to Business Transaction Leader to perform complex transactions, monitors security policies and procedures, maintains proper balancing procedures, and insures timely completion and processing of all necessary paperwork. - Is responsible as part of the two-member team to open and/or close the branch. - Provides timely and efficient client service by continuously helping the rest of the banking center team. - Develops and maintains a prospect list of potential Non on us leads from the teller line transactions. - Handles checks, debit/credit tickets and all other necessary transactions such as, loan payments within established limits. - Ensures accuracy and adequacy of bank currency and coin supply and verifies cash shipments. Including but not limited to, ordering, shipping currency & coins. - Cross trained to performs balancing of ATMs, TCR,as applicable and night depository. - Cross-trained in all areas of client service including but not limited to opening accounts, wire transfers, etc. - Ensures that all teller work is correctly & timely scanned through branch remote capture on a daily basis. - Responsible for sending files and documents for storage following bank guidelines. - Answering and responding to internal/external client phone calls. - Responds to emails on behalf of sales staff to BPB Support when WTA’s are missing or incomplete schedule A’s. - May assist the rest of Business Center staff with other duties: - EFT Department – assists with debit card activation, travel dates, limit increases, disputes and the ordering of new cards. - Follows up with clients on missing/pending signature cards. - Provides access to safe deposit boxes after verifying the client’s identity and right to access, handles documents for surrender boxes. - Follows up on past due safe deposit box rent, when applicable. - Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property, when applicable. - Prepares abandoned property for escheatment. - Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedure. - May perform more complex service and branch functions such as inputting outgoing - Completes domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures. - May perform routine client service functions such as change of address, provide statements, check book orders, ATM/Debit card orders, pin # changes, etc. - Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. - Due to scheduling and business needs, the bank may modify your work hours and work location as needed, including working on a Saturday. - Educates new and existing clients on all digital products.

The Universal Banker role consist of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Processing transactions, adhering to strict security measures and to strong balancing procedures. Cross-trained in all servicing functions of the platform to support bankers and continue to assist clients as needed, such as, but not limited to, opening accounts, wire transfer input, change of address, and client's research. Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedures. Takes an immediate active role in meeting the needs and expectations of clients; by servicing, promoting and identifying cross selling opportunities.   Engages in conversation with clients by actively listening and asking questions.  Introduces clients to other CNB  team members, as appropriate , to proactively help meet their financial needs.       Principal Duties & Responsibilities: - Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience. - Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the lobby and refers clients to appropriate bank personnel in order to meet their financial needs. - Executes a variety of transactions in accordance with applicable policies and procedures, and with a high level of accuracy and efficiency while maximizing the sales potential of every interaction. - Consistently meets and/or exceed assigned individual and team referral/sales goals. - Identifies client’s profiles and their respective needs, asks need revealing questions, identifies client CUES, makes appropriate benefit statements, handles objections, closes the referral to the appropriate business partner, ensures client retention and client service satisfaction. - Develops business name sales leads by “scrubbing” leads through Hoovers or any other list in order to provide leads/referrals to the sales staff. A scrubbed lead is taking a business name from Hoovers or any other list and taking steps to gather additional information about the owners and company, in order to provide that information to sales staff. Must meet Bank established minimum monthly lead goal - Maintains the highest level of confidentiality with all information obtained. - Promotes the Bank’s products and services. - Adheres to cash handling, operational, security and BSA/AML policies and procedures to avoid liability. - Learns, understands, and serves as back up to Business Transaction Leader to perform complex transactions, monitors security policies and procedures, maintains proper balancing procedures, and insures timely completion and processing of all necessary paperwork. - Is responsible as part of the two-member team to open and/or close the branch. - Provides timely and efficient client service by continuously helping the rest of the banking center team. - Develops and maintains a prospect list of potential Non on us leads from the teller line transactions. - Handles checks, debit/credit tickets and all other necessary transactions such as, loan payments within established limits. - Ensures accuracy and adequacy of bank currency and coin supply and verifies cash shipments. Including but not limited to, ordering, shipping currency & coins. - Cross trained to performs balancing of ATMs, TCR,as applicable and night depository. - Cross-trained in all areas of client service including but not limited to opening accounts, wire transfers, etc. - Ensures that all teller work is correctly & timely scanned through branch remote capture on a daily basis. - Responsible for sending files and documents for storage following bank guidelines. - Answering and responding to internal/external client phone calls. - Responds to emails on behalf of sales staff to BPB Support when WTA’s are missing or incomplete schedule A’s. - May assist the rest of Business Center staff with other duties: - EFT Department – assists with debit card activation, travel dates, limit increases, disputes and the ordering of new cards. - Follows up with clients on missing/pending signature cards. - Provides access to safe deposit boxes after verifying the client’s identity and right to access, handles documents for surrender boxes. - Follows up on past due safe deposit box rent, when applicable. - Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property, when applicable. - Prepares abandoned property for escheatment. - Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedure. - May perform more complex service and branch functions such as inputting outgoing - Completes domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures. - May perform routine client service functions such as change of address, provide statements, check book orders, ATM/Debit card orders, pin # changes, etc. - Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. - Due to scheduling and business needs, the bank may modify your work hours and work location as needed, including working on a Saturday. - Educates new and existing clients on all digital products.

The Universal Banker role consist of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Processing transactions, adhering to strict security measures and to strong balancing procedures. Cross-trained in all servicing functions of the platform to support bankers and continue to assist clients as needed, such as, but not limited to, opening accounts, wire transfer input, change of address, and client's research. Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedures. Takes an immediate active role in meeting the needs and expectations of clients; by servicing, promoting and identifying cross selling opportunities.   Engages in conversation with clients by actively listening and asking questions.  Introduces clients to other CNB  team members, as appropriate , to proactively help meet their financial needs.       Principal Duties & Responsibilities: - Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience. - Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the lobby and refers clients to appropriate bank personnel in order to meet their financial needs. - Executes a variety of transactions in accordance with applicable policies and procedures, and with a high level of accuracy and efficiency while maximizing the sales potential of every interaction. - Consistently meets and/or exceed assigned individual and team referral/sales goals. - Identifies client’s profiles and their respective needs, asks need revealing questions, identifies client CUES, makes appropriate benefit statements, handles objections, closes the referral to the appropriate business partner, ensures client retention and client service satisfaction. - Develops business name sales leads by “scrubbing” leads through Hoovers or any other list in order to provide leads/referrals to the sales staff. A scrubbed lead is taking a business name from Hoovers or any other list and taking steps to gather additional information about the owners and company, in order to provide that information to sales staff. Must meet Bank established minimum monthly lead goal - Maintains the highest level of confidentiality with all information obtained. - Promotes the Bank’s products and services. - Adheres to cash handling, operational, security and BSA/AML policies and procedures to avoid liability. - Learns, understands, and serves as back up to Business Transaction Leader to perform complex transactions, monitors security policies and procedures, maintains proper balancing procedures, and insures timely completion and processing of all necessary paperwork. - Is responsible as part of the two-member team to open and/or close the branch. - Provides timely and efficient client service by continuously helping the rest of the banking center team. - Develops and maintains a prospect list of potential Non on us leads from the teller line transactions. - Handles checks, debit/credit tickets and all other necessary transactions such as, loan payments within established limits. - Ensures accuracy and adequacy of bank currency and coin supply and verifies cash shipments. Including but not limited to, ordering, shipping currency & coins. - Cross trained to performs balancing of ATMs, TCR,as applicable and night depository. - Cross-trained in all areas of client service including but not limited to opening accounts, wire transfers, etc. - Ensures that all teller work is correctly & timely scanned through branch remote capture on a daily basis. - Responsible for sending files and documents for storage following bank guidelines. - Answering and responding to internal/external client phone calls. - Responds to emails on behalf of sales staff to BPB Support when WTA’s are missing or incomplete schedule A’s. - May assist the rest of Business Center staff with other duties: - EFT Department – assists with debit card activation, travel dates, limit increases, disputes and the ordering of new cards. - Follows up with clients on missing/pending signature cards. - Provides access to safe deposit boxes after verifying the client’s identity and right to access, handles documents for surrender boxes. - Follows up on past due safe deposit box rent, when applicable. - Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property, when applicable. - Prepares abandoned property for escheatment. - Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedure. - May perform more complex service and branch functions such as inputting outgoing - Completes domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures. - May perform routine client service functions such as change of address, provide statements, check book orders, ATM/Debit card orders, pin # changes, etc. - Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. - Due to scheduling and business needs, the bank may modify your work hours and work location as needed, including working on a Saturday. - Educates new and existing clients on all digital products.

The Universal Banker role consist of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Processing transactions, adhering to strict security measures and to strong balancing procedures. Cross-trained in all servicing functions of the platform to support bankers and continue to assist clients as needed, such as, but not limited to, opening accounts, wire transfer input, change of address, and client's research. Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedures. Takes an immediate active role in meeting the needs and expectations of clients; by servicing, promoting and identifying cross selling opportunities.   Engages in conversation with clients by actively listening and asking questions.  Introduces clients to other CNB  team members, as appropriate , to proactively help meet their financial needs.       Principal Duties & Responsibilities: - Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience. - Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the lobby and refers clients to appropriate bank personnel in order to meet their financial needs. - Executes a variety of transactions in accordance with applicable policies and procedures, and with a high level of accuracy and efficiency while maximizing the sales potential of every interaction. - Consistently meets and/or exceed assigned individual and team referral/sales goals. - Identifies client’s profiles and their respective needs, asks need revealing questions, identifies client CUES, makes appropriate benefit statements, handles objections, closes the referral to the appropriate business partner, ensures client retention and client service satisfaction. - Develops business name sales leads by “scrubbing” leads through Hoovers or any other list in order to provide leads/referrals to the sales staff. A scrubbed lead is taking a business name from Hoovers or any other list and taking steps to gather additional information about the owners and company, in order to provide that information to sales staff. Must meet Bank established minimum monthly lead goal - Maintains the highest level of confidentiality with all information obtained. - Promotes the Bank’s products and services. - Adheres to cash handling, operational, security and BSA/AML policies and procedures to avoid liability. - Learns, understands, and serves as back up to Business Transaction Leader to perform complex transactions, monitors security policies and procedures, maintains proper balancing procedures, and insures timely completion and processing of all necessary paperwork. - Is responsible as part of the two-member team to open and/or close the branch. - Provides timely and efficient client service by continuously helping the rest of the banking center team. - Develops and maintains a prospect list of potential Non on us leads from the teller line transactions. - Handles checks, debit/credit tickets and all other necessary transactions such as, loan payments within established limits. - Ensures accuracy and adequacy of bank currency and coin supply and verifies cash shipments. Including but not limited to, ordering, shipping currency & coins. - Cross trained to performs balancing of ATMs, TCR,as applicable and night depository. - Cross-trained in all areas of client service including but not limited to opening accounts, wire transfers, etc. - Ensures that all teller work is correctly & timely scanned through branch remote capture on a daily basis. - Responsible for sending files and documents for storage following bank guidelines. - Answering and responding to internal/external client phone calls. - Responds to emails on behalf of sales staff to BPB Support when WTA’s are missing or incomplete schedule A’s. - May assist the rest of Business Center staff with other duties: - EFT Department – assists with debit card activation, travel dates, limit increases, disputes and the ordering of new cards. - Follows up with clients on missing/pending signature cards. - Provides access to safe deposit boxes after verifying the client’s identity and right to access, handles documents for surrender boxes. - Follows up on past due safe deposit box rent, when applicable. - Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property, when applicable. - Prepares abandoned property for escheatment. - Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedure. - May perform more complex service and branch functions such as inputting outgoing - Completes domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures. - May perform routine client service functions such as change of address, provide statements, check book orders, ATM/Debit card orders, pin # changes, etc. - Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. - Due to scheduling and business needs, the bank may modify your work hours and work location as needed, including working on a Saturday. - Educates new and existing clients on all digital products.

The Universal Banker role consist of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Processing transactions, adhering to strict security measures and to strong balancing procedures. Cross-trained in all servicing functions of the platform to support bankers and continue to assist clients as needed, such as, but not limited to, opening accounts, wire transfer input, change of address, and client's research. Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedures. Takes an immediate active role in meeting the needs and expectations of clients; by servicing, promoting and identifying cross selling opportunities. Engages in conversation with clients by actively listening and asking questions. Introduces clients to other CNB team members, as appropriate , to proactively help meet their financial needs.   Principal Duties & Responsibilities: - Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience. - Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the lobby and refers clients to appropriate bank personnel in order to meet their financial needs. - Executes a variety of transactions in accordance with applicable policies and procedures, and with a high level of accuracy and efficiency while maximizing the sales potential of every interaction. - Consistently meets and/or exceed assigned individual and team referral/sales goals. - Identifies client’s profiles and their respective needs, asks need revealing questions, identifies client CUES, makes appropriate benefit statements, handles objections, closes the referral to the appropriate business partner, ensures client retention and client service satisfaction. - Develops business name sales leads by “scrubbing” leads through Hoovers or any other list in order to provide leads/referrals to the sales staff. A scrubbed lead is taking a business name from Hoovers or any other list and taking steps to gather additional information about the owners and company, in order to provide that information to sales staff. Must meet Bank established minimum monthly lead goal - Maintains the highest level of confidentiality with all information obtained. - Promotes the Bank’s products and services. - Adheres to cash handling, operational, security and BSA/AML policies and procedures to avoid liability. - Learns, understands, and serves as back up to Business Transaction Leader to perform complex transactions, monitors security policies and procedures, maintains proper balancing procedures, and insures timely completion and processing of all necessary paperwork. - Is responsible as part of the two-member team to open and/or close the branch. - Provides timely and efficient client service by continuously helping the rest of the banking center team. - Develops and maintains a prospect list of potential Non on us leads from the teller line transactions. - Handles checks, debit/credit tickets and all other necessary transactions such as, loan payments within established limits. - Ensures accuracy and adequacy of bank currency and coin supply and verifies cash shipments. Including but not limited to, ordering, shipping currency & coins. - Cross trained to performs balancing of ATMs, TCR,as applicable and night depository. - Cross-trained in all areas of client service including but not limited to opening accounts, wire transfers, etc. - Ensures that all teller work is correctly & timely scanned through branch remote capture on a daily basis. - Responsible for sending files and documents for storage following bank guidelines. - Answering and responding to internal/external client phone calls. - Responds to emails on behalf of sales staff to BPB Support when WTA’s are missing or incomplete schedule A’s. - May assist the rest of Business Center staff with other duties: - EFT Department – assists with debit card activation, travel dates, limit increases, disputes and the ordering of new cards. - Follows up with clients on missing/pending signature cards. - Provides access to safe deposit boxes after verifying the client’s identity and right to access, handles documents for surrender boxes. - Follows up on past due safe deposit box rent, when applicable. - Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property, when applicable. - Prepares abandoned property for escheatment. - Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedure. - May perform more complex service and branch functions such as inputting outgoing - Completes domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures. - May perform routine client service functions such as change of address, provide statements, check book orders, ATM/Debit card orders, pin # changes, etc. - Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. - Due to scheduling and business needs, the bank may modify your work hours and work location as needed, including working on a Saturday. - Educates new and existing clients on all digital products.