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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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Senior Client Services Specialist - Coral Gables, FL (Hybrid)

Senior client services professional supporting corporate, real estate, business banking, and private clients. Oversees loan servicing, deposit and treasury services, client onboarding, documentation, and regulatory controls.

USUnited StatesFLFloridaHybridFull-timeSeniorEnglish RequiredClient ServicesClient Services Representative

Description

  • Support corporate, real estate, business banking, and private client accounts through deposit, loan, and treasury management services
  • Respond to client requests and inquiries efficiently to promote satisfaction and retention
  • Conduct client outreach while following organizational policies and regulatory standards
  • Process loan servicing needs such as advances, paydowns, statements, billing issues, insurance, escrows, and flood coverage
  • Open and process accounts, products, and services for new clients
  • Act as the primary service contact while collecting, reviewing, and uploading account documents and disclosures
  • Partner with Electronic Banking and Treasury Management teams on onboarding, forms, implementation, and training
  • Complete customer profiles, CIP and ChexSystems checks, ownership records, account profiles, OFAC reviews, and Google searches
  • Maintain analysis composites and reconcile linked client data for reporting and analysis
  • Execute domestic and international wires, internal transfers, stop payments, cashier’s checks, and debit card requests
  • Make overdraft decisions and approvals within assigned authority
  • Respond to BSA and RFI requirements, including EDD/KYC updates, PO alerts, OFAC checks, and high-risk reviews
  • Complete KYC/EDD updates and requests related to Regulatory Excellence Consultant findings
  • Track onboarding and account-maintenance actions, including funding, treasury implementation, online banking setup, and KYC status
  • Escalate outstanding issues to the Relationship Manager or Supervisor
  • Handle Reg E, fraud, and check disputes, processing corrections, and Aithent activities
  • Process deposit-account maintenance requests, including customer information updates, CIP corrections, closures, address changes, signer changes, and deposit research
  • Clear exception items from Deposit Operations and the Non-Post database
  • Prepare client correspondence, reports, Excel workbooks, PowerPoint presentations, and organizational charts
  • Organize and maintain deposit and loan client records
  • Keep current on products, complete training, identify client needs, and promote relevant bank services
  • Coordinate with internal teams and Relationship Managers on client activity, issues, RFI status, compromised accounts, and business opportunities
  • Join on-site client visits and relationship reviews when needed
  • Collect loan-closing checklist items and assist with Relationship Manager dashboards and pipeline administration
  • Coordinate payoffs and releases, fee waivers, past-due accounts, maturing loans, minimum deposit requirements, covenants, and loan ticklers

Requirements

  • Bring 5–7 years of client service experience, preferably in financial services
  • Demonstrate experience handling client questions, resolving service issues, and delivering broad support in a financial services setting
  • Have strong knowledge of banking products, particularly loan servicing, deposit, and treasury management offerings
  • Work independently and efficiently under pressure while maintaining a high level of client service
  • Use loan, deposit, and banking software systems confidently
  • Demonstrate advanced proficiency with Microsoft Word, Excel, and Outlook, including reporting, data analysis, and business communication
  • Communicate clearly and effectively in writing and conversation
  • Manage competing priorities with careful attention to detail
  • Apply strong interpersonal, telephone, and customer service skills
  • Hold an associate degree in business or a related discipline, or offer an equivalent combination of education and relevant experience

Benefits

  • The employer provides equal employment opportunities
  • Reasonable interview accommodations are available as required by applicable law

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