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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 - Miami Hybrid

Support corporate, real estate, business banking, and private clients at City National Bank of Florida through loan servicing, account onboarding, treasury management, and regulatory compliance.

USUnited StatesFLFloridaHybridFull-timeJuniorMiddleEnglish RequiredClient ServicesClient Services Representative

Description

  • Support corporate, real estate, business banking, and private client accounts through deposit, lending, and treasury management services.
  • Respond promptly and efficiently to client requests and inquiries.
  • Process loan servicing needs, including advances, paydowns, statements, billing issues, insurance, escrows, and flood insurance.
  • Open and process new client accounts, products, and services.
  • Act as the primary servicing contact while maintaining detailed relationship knowledge.
  • Collect, review, and upload deposit account documents and disclosures.
  • Coordinate electronic banking and treasury management onboarding.
  • Complete customer profiles, CIP, BizChex-ChexSystems, ownership records, account profiles, list checks, OFAC checks, and Google searches.
  • Maintain analysis composites and integrate account information for reporting.
  • Process domestic and international wires, internal transfers, stop payments, cashier’s checks, and debit cards.
  • Manage overdraft decisions and approvals within authorized limits.
  • Collect missing documentation and fulfill BSA/RFI requests, including EDD/KYC, PO Alert, OFAC, and high-risk reviews.
  • Complete KYC/EDD updates and Regulatory Excellence Consultant findings requests.
  • Track onboarding and maintenance activities, including funding, treasury management implementation, online banking setup, and KYC status.
  • Escalate unresolved matters to the Relationship Manager or Supervisor.
  • Handle Reg E disputes, fraud resolution, check disputes, check-processing errors, and Aithent activities.
  • Process deposit account maintenance, closures, address changes, signer changes, and deposit research.
  • Resolve exception items from Deposit Operations and the Non-Post database.
  • Prepare client correspondence, reports, Excel spreadsheets, PowerPoint presentations, and organizational charts.
  • Organize and maintain deposit and loan client files.
  • Maintain product knowledge, evaluate client needs, cross-sell products, and refer opportunities.
  • Coordinate with bank departments and Relationship Managers on client activities, issues, RFIs, compromised accounts, and opportunities.
  • Participate in on-site client visits and relationship reviews as needed.
  • Coordinate loan-closing checklist items and support Relationship Manager dashboard and pipeline management.
  • Collect, review, and upload required loan covenants and ticklers.

Requirements

  • At least two years of client service experience, preferably in financial services.
  • Ability to respond to client inquiries, resolve issues, and deliver comprehensive 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 in a high-pressure environment.
  • Proficiency with loan, deposit, and banking software systems.
  • Advanced proficiency in Microsoft Word, Excel, and Outlook, including report preparation and data analysis.
  • Excellent verbal and written communication skills.
  • Strong attention to detail with the ability to manage multiple priorities.
  • Advanced interpersonal, telephone etiquette, and customer service skills.
  • Associate degree in business or a related field, or an equivalent combination of education and relevant professional experience.

Benefits

  • Equal Opportunity Employer.
  • Reasonable interview accommodations are available in accordance with applicable law.

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