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Bank and Trust Client Support Specialist

Company: Cypress Bank & Trust
Location: Vero Beach
Posted on: August 6, 2022

Job Description:

Job Description JOB TITLE: Bank and Trust Client Support Specialist DEPARTMENT: Banking and Trust REPORTS TO: Senior Relationship Manager EFFECTIVE DATE: 03.08.22 Summary: Cypress Bank & Trust was originally founded as a Florida Chartered boutique corporate fiduciary in Palm Beach, FL in 1996and transitioned to a bank and trust company in August 2021. We currently have four full-service offices throughout the state of Florida with additional trust offices in Winter Haven and Naples. In addition to providing trust and investment advisory services, Cypress Bank & Trust offers a complete array of personal and commercial banking services intended to meet all our clients holistic, financial needs including providing personalized, tailored solutions. At Cypress Bank & Trust, we believe in providing services to meet all the needs of our clients. We are looking for a Client Support Specialist who is responsible for performing routine and intermediate branch and client service duties. Including promoting business for the bank and trust by maintaining good client relations, referring clients to appropriate loan officers for new services, and adhering to the Cypress Bank & Trust, Core Values, and Quality Service Standards. This role works with bank and trust officers to provide potential clients with a comprehensive financial solution targeted to specific client needs. This position is also required to be knowledgeable and skilled in the areas of opening new accounts, recommending appropriate financial products and services, including teller, vault, and branch operations, and is expected to provide leadership, training, and support to less experienced bankers and other staff members. This position also provides support to trust officers with the day-to-day administrative and operational tasks of individual accounts and performs general administrative duties as requested.Duties and responsibilities:Lead the local business development activities to promote the Banks products and services, ensure the maintenance of the Banks favorable image, and develop full banking relationships with present and potential commercial banking clients.Identify and originate new commercial and personal relationships while managing and maintaining key relationships of the market.Manage the assigned goals of loans, deposits, and business lines.Cross-sell related banking services to include Treasury Management, deposit products and referrals to Professional Banking partners.Represent the Bank in industry and professional associations, community organizations, local business groups, etc., and promote the Bank's favorable image. Stay current on trends in the marketplace.Represent the bank at various internal and external functions to promote its services and commitment to the community, including networking with other professionals.Fulfill responsibilities under the Bank Secrecy Act and Anti-Money Laundering regulations. This may include identifying customers properly, initiating CTRs and SARs investigations as needed, utilizing OFAC records, and maintaining appropriate records.Adheres to Banks policies and procedures and all Federal and State laws and regulations.Perform ALL other duties, as assigned. Must-haves: College degree or equivalent, preferably in the Business Administration, Finance or Marketing fields.Minimum of 2 years prior banking and/or trust experience.Experience with Microsoft Office suite, specifically Excel, Word, and Outlook preferred. Would be great to have: Exposure to: Investors View, Advantage, Sharepoint, Microsoft Teams, SCI, and Weblink.Why Work Here? Financially strong and growing companyPersonal growth potential Great company cultureGenerous PTO schedule in addition to bank holidaysBenefits:Health (Employer-paid coverage for employee, eligible the first month after the date of hire.)Dental VisionLife Insurance (company paid)Additional voluntary Life InsuranceShort Term DisabilityLong Term Disability LifelockEmployee Assistance Program401K

Keywords: Cypress Bank & Trust, Palm Bay , Bank and Trust Client Support Specialist, Accounting, Auditing , Vero Beach, Florida

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