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.
Senior Client Services Lead, City National Bank of Florida
Lead client service across banking relationships, deposits, loans, and onboarding at City National Bank of Florida. Process account and loan requests, resolve service issues, and coordinate with relationship managers and bank teams.
Сипаттама
- Process requests from Relationship Managers and Client Services Officers in the appropriate systems.
- Complete transactions within assigned signature-authority limits.
- Respond to deposit and loan inquiries to support client retention and satisfaction.
- Contact clients proactively to provide attentive service.
- Manage loan servicing requests, including advances, paydowns, statements, billing issues, insurance, escrow, and flood insurance.
- Support new-client onboarding by opening and processing accounts, products, and services.
- Act as the primary servicing contact and maintain a detailed understanding of client relationships.
- Issue and collect deposit account documents and disclosures.
- Coordinate with Electronic Banking, Treasury Management, and debit card services.
- Create and maintain households and establish analysis composites.
- Refer check order requests to the PCG Support Team.
- Make and record overdraft decisions within authorized limits.
- Collect missing signature cards and other deposit account documents.
- Fulfill BSA/RFI requests, pending loan ticklers, and applicable late payments.
- Upload account documents to the appropriate locations.
- Escalate unresolved matters to the Relationship Manager.
- Handle Reg E disputes and resolve fraud, check disputes, check processing errors, and Aithent activities.
- Manage deposit account requests, including CIS maintenance, CIP corrections, closures, address and signer changes, and deposit research.
- Resolve exception items referred by Deposit Operations.
- Prepare letters, emails, and reports for Relationship Managers.
- Organize and maintain client files.
- Keep current on products, identify client needs, cross-sell bank products, and refer clients to lending or Treasury Management.
- Coordinate with bank departments and Relationship Managers on client activity, issues, and opportunities.
- Take part in on-site client visits and relationship reviews.
- Follow operational, regulatory, and security policies and procedures.
Талаптар
- Bring 8–10 years of client service experience, ideally including team leadership in financial services.
- Have in-depth knowledge of banking products.
- Demonstrate the ability to manage complex customer service needs.
- Communicate clearly and professionally, verbally and in writing.
- Maintain a pleasant, friendly manner and adapt to change.
- Use strong listening, attention-to-detail, and decision-making skills.
- Work effectively in a fast-paced environment.
- Think creatively and bring innovative ideas.
- Have strong PC skills, including Microsoft Office Suite.
- Loan origination systems experience is an advantage.
- Have an associate degree in business or a related field, or an equivalent combination of education and relevant professional experience may be considered.