City National Bank of Florida
City National Bank of Florida
City National Bank of Florida — Флоридада орналасқан, жеке тұлғалар мен бизнеске жеке және корпоративтік банкинг, несие беру және әл-ауқатты басқару қызметтерін ұсынатын қаржы ұйымы. Банк жергілікті нарықтағы тәжірибесін күнделікті қаржысын, қаржыландыру қажеттіліктерін және ұзақ мерзімді қаржылық мақсаттарын басқаратын клиенттерге жеке қолдаумен ұштастырады. Банк және қаржы секторындағы жұмыс беруші ретінде банк қаржылық қызметтердің кең ауқымына және клиенттерге бағытталған операцияларға байланысты мүмкіндіктер ұсынады.

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.

Сипаттама

  • 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.

Талаптар

  • 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.

Артықшылықтар

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

Ұқсас жұмыс орындары

Knowtion Health
Napco National

Purchasing Coordinator, Saudi Arabia (Remote)

Napco National

Coordinate purchasing operations for a manufacturing business in Saudi Arabia, from purchase orders and supplier deliveries to customs paperwork and material transfers. Support shipment clearance, invoice processing, supplier claims, and product certificate renewals.

Ашу
Artemys

IT Talent Acquisition Specialist

Artemys

Recruit IT infrastructure professionals for Artemys, a digital transformation company. Lead sourcing and hiring while contributing to employer branding initiatives.

Ашу
4M Analytics

Senior Computer Vision Algorithm Engineer

4M Analytics

Develop computer vision and machine learning systems for 4M Analytics’ subsurface utility mapping platform. Own algorithms from research through production in partnership with data engineering and product teams.

Ашу
Joom

Enterprise Customer Success Manager, Brazil (Remote)

Joom

Lead renewals, retention, and account growth for JoomPulse enterprise customers. Turn Mercado Livre and Shopee analytics into practical recommendations for marketplace sellers.

Ашу
Cyera

Regional Sales Director, Identity Security

Cyera

Lead Cyera’s Pacific Northwest sales team, grow the territory, and exceed quotas for its AI and data security platform.

Ашу
Terumo Medical Corporation

Region Manager, Terumo Interventional Systems Sales

Terumo Medical Corporation

Lead medical device sales across a North Central New Jersey region, managing field teams and hospital relationships. Drive regional revenue, sales performance, and compliant promotion of Terumo Interventional Systems products.

Ашу
Dream

Senior Program Manager, Sovereign AI (Hybrid, Israel)

Dream

Lead Dream’s Sovereign AI roadmap for government and critical infrastructure customers, coordinating research, engineering, product, launches, and AI-enabled operations.

Ашу
Claroty

QA Automation Engineer

Claroty

Develop API and UI automation and CI/CD quality gates for Claroty’s cyber-physical security platform. Help protect critical infrastructure through reliable testing.

Ашу