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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 (Miami Hybrid)

Provide client servicing for corporate, real estate, business banking, and private clients. Support loan servicing, deposits, treasury onboarding, compliance activities, and relationship management.

USUnited StatesFLFloridaHybridFull-timeJuniorMiddleEnglish RequiredClient ServicesClient Services Representative

Description

  • Support Corporate, Real Estate, Business Banking, and Private Client Group clients across deposit, loan, and Treasury Management services
  • Respond promptly to client requests and inquiries to support retention and satisfaction
  • Conduct client outreach in accordance with company policies and regulatory requirements
  • Process loan servicing requests involving advances, pay-downs, statements, billing, insurance, escrows, and flood insurance
  • Open and process accounts, products, and services for new-client onboarding
  • Act as the primary client-servicing contact while maintaining detailed relationship knowledge
  • Issue, collect, review, and upload deposit account documents and disclosures
  • Coordinate Electronic Banking and Treasury Management onboarding, forms, implementation, and training
  • Complete customer profiles, CIP, Bizchex-Chexsystem, ownership records, account profiles, list checks, OFAC checks, and Google searches
  • Maintain analysis composites and ensure client data is linked and balanced for reporting and analysis
  • Process domestic and international wires, internal transfers, stop payments, cashier's checks, and debit cards
  • Make overdraft decisions or secure approvals within authorized limits
  • Collect missing documents and fulfill BSA/RFI requests, including EDD/KYC updates, PO alerts, OFAC checks, and high-risk reviews
  • Complete KYC/EDD work and Regulatory Excellence Consultant findings within required deadlines
  • Follow up on onboarding and maintenance activities, including funding, Treasury Management implementation, online banking setup, and KYC status
  • Escalate unresolved matters to the Relationship Manager or Supervisor
  • Complete Reg E disputes, resolve fraud and check disputes, and correct check-processing errors in Aithent
  • Process deposit-account requests covering CIS maintenance, CIP corrections, closures, address changes, signer maintenance, and deposit research
  • Resolve exception items from Deposit Operations and the Non-Post database
  • Prepare client correspondence, reports, Excel workbooks, PowerPoint presentations, and organizational charts
  • Organize and maintain client deposit and loan files
  • Maintain product knowledge, attend training, assess client needs, and cross-sell bank products and services
  • Communicate with internal departments and Relationship Managers about client activity, issues, RFI status, compromised accounts, and opportunities
  • Participate in on-site client visits and relationship reviews as needed
  • Follow operational, regulatory, and security policies and procedures
  • Coordinate loan-closing checklist collection and support Relationship Manager dashboard and pipeline management
  • Create opportunities, complete KYC with Relationship Managers, coordinate payoffs, releases, and fee waivers, and resolve past dues, maturing loans, minimum deposit requirements, and covenants
  • Collect, review, and upload required loan ticklers and covenants

Requirements

  • At least two years of client service experience, preferably in financial services
  • Ability to respond to client inquiries, resolve issues, and provide thorough support in a financial services setting
  • Strong knowledge of banking products, particularly loan servicing, deposit, and Treasury Management offerings
  • Ability to work independently and efficiently under pressure while managing tasks and maintaining client satisfaction
  • Proficiency with loan and deposit systems and banking software for transaction processing, account management, and issue resolution
  • Advanced proficiency with Microsoft Word, Excel, and Outlook for reporting, data analysis, and professional communication
  • Strong written and verbal communication skills for explaining complex banking concepts clearly and professionally
  • High attention to detail with the ability to manage multiple responsibilities
  • Strong interpersonal, telephone, and customer service skills
  • Associate degree in Business or a related field, or an equivalent combination of education and relevant professional experience

Benefits

  • Hybrid workplace policy
  • Equal opportunity employment
  • Reasonable interview accommodations available as required by applicable law

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