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City National Bank of Florida
City National Bank of Florida
501 – 1,000 Employees
H1B Visa SponsorBankingFinanceFintech
City National Bank of Florida is a Florida-based financial institution serving individuals and businesses through personal and business banking, lending, and wealth management services. Its approach combines local market expertise with personalized support for customers managing everyday finances, financing needs, and longer-term financial goals. As an employer in the banking and finance sector, the bank offers opportunities connected to a broad range of financial services and client-focused operations.
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Client Services Specialist, Banking

Supports corporate, real estate, business banking, and private clients with loan servicing, deposit accounts, treasury services, onboarding, and regulatory requests.

USUnited StatesFLFloridaHybridFull-timeJuniorMiddleEnglish RequiredClient ServicesClient Services Representative

Description

  • Support corporate, real estate, business banking, and private clients with deposit, loan, and treasury management services.
  • Respond promptly to client requests and inquiries to support satisfaction and retention.
  • Contact clients and follow up on onboarding and account maintenance requests.
  • Handle loan servicing requests, including advances, paydowns, statements, billing issues, insurance, escrows, and flood insurance.
  • Open and process accounts, products, and services for new clients.
  • Act as the primary client servicing contact and maintain knowledge of client relationships.
  • Issue, collect, review, and upload deposit account documents and disclosures.
  • Coordinate client onboarding, forms, implementation, and training with Electronic Banking and Treasury Management.
  • Complete customer and account profiles, CIP, BizChex-ChexSystems checks, ownership records, list checks, OFAC checks, and Google searches.
  • Set up and maintain analysis composites, ensuring client data is linked and balanced for reporting.
  • Process domestic and international wires, internal transfers, stop payments, cashier’s checks, and debit cards.
  • Make overdraft decisions or obtain required approvals within authorized limits.
  • Gather missing documents and fulfill BSA/RFI requests, including EDD/KYC updates, PO Alerts, OFAC checks, and high-risk reviews.
  • Complete KYC/EDD reviews and Regulatory Excellence Consultant findings within required timeframes.
  • Process Reg E, fraud, and check disputes, check processing errors, and Aithent-related activities.
  • Maintain deposit accounts through CIS changes, CIP corrections, closures, address and signer changes, and deposit research.
  • Resolve exception items from Deposit Operations and the Non-Post database.
  • Prepare client letters, emails, reports, spreadsheets, presentations, and organizational charts.
  • Organize and maintain client deposit and loan files.
  • Keep product knowledge current, attend training, assess client needs, and cross-sell or refer bank products and services.
  • Coordinate with Relationship Managers and internal departments on client activity, issues, RFI status, compromised accounts, and opportunities.
  • Join on-site client visits and relationship reviews as needed.
  • Follow operational, regulatory, and security policies and procedures.
  • Support loan closing checklists, RM dashboard and pipeline management, KYC coordination, payoffs and releases, fee waivers, past-due and maturing loans, minimum deposit requirements, and covenants.
  • Collect, review, and upload required loan covenant ticklers.

Requirements

  • At least two years of client service experience, preferably in financial services.
  • Ability to respond to client inquiries, resolve issues, and provide comprehensive support in a financial services setting.
  • In-depth knowledge of banking products and services, particularly loan servicing, deposits, and treasury management.
  • Ability to work independently and efficiently under pressure.
  • Proficiency with loan and deposit systems and banking software.
  • Strong working knowledge of Microsoft Word, Excel, and Outlook, including reporting, data analysis, and business communications.
  • Advanced verbal and written communication skills.
  • Strong attention to detail and ability to manage multiple tasks at once.
  • Advanced interpersonal, telephone, and customer service skills.
  • Associate degree in business or a related field, or an equivalent combination of education and relevant professional experience may be considered.

Benefits

  • Hybrid workplace policy.
  • Equal opportunity employer.
  • Reasonable accommodations for applicants participating in the interview process.

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