Personal Banker
C1 Bank - United States

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C1 Bank

Position: Personal Banker - Miami Florida

C1 Bank is looking for the right candidate to fill the Personal Banker position at our Wynwood Banking

Center in Miami, FL.


• Responsible for presenting, offering and selling financial products and services to prospective

and existing clients (i.e. Deposit Accounts, Loans, CD’s, IRA’s, Credit Cards,) both consumer and


• Prospect, establish, develop, retain, and deepen long-term relationships with current and

potential Personal & Business Clients within the community.

• Perform tasks such as opening deposit accounts, taking loan applications, handling customer

service requests, etc.

• Personal Bankers will identify cross-selling opportunities through client profiling and needs


• Make introduction calls to introduce C1 Bank and set up in person meetings for BCM

• Support other sales associates as needed.

• Demonstrate C1 Bank core values in all actions.

• Meet and exceed sales and customer service goals.

• Know and demonstrate a solid working knowledge of the business and its products, services,

policies, procedures, and compliance & regulation.

• Stay current with all regulation and compliance training.

Other duties as assigned by Banking Center Manager and or Executive Leadership.

Position Requirements and Qualifications

• Associates degree/ bachelor’s degree in business, finance or related field preferred.

• One to Two years successful experience in retail banking and or retail service industry.

• Success with measurable sales goals, and demonstrated performance in achieving and

exceeding those goals.

• Ability to establish credibility quickly with clients and demonstrate confidence in dealing with

clients and peers.

• Strong work ethic, high degree of integrity and Positive Attitude

• Excellent communications and problem solving skills.

• Maintain a professional appearance at all times.

• Flexibility in working situations.

About this Company

C1 Bank is a local, independent bank that serves thousands of sophisticated savers and borrowers from

27 locations across Florida and online at C1 Bank was honored as the 19th fastest

growing company in Florida at the 2013 “Florida Fast 100” awards, as having the “Coolest Office Space,”

as one of the “Tampa Bay Fast 50,” and as one of “Tampa Bay’s Largest 100 Private Companies.” C1 Bank

CEO, Trevor Burgess, won Ernst & Young Entrepreneur Of The Year® 2013 in Florida in the Financial

Services category. C1 Bank is a leader in checking, savings and money markets, business loans, SBA loan

programs, portfolio residential mortgages, and association and treasury services. C1 Bank is the Official

Bank of the Tampa Bay Buccaneers, the Official Bank of the Outback Bowl and a Corporate Partner of

the Miami HEAT.

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