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City National Bank of Florida
City National Bank of Florida
501 – 1 000 Darbuotojai
H1B vizos rėmėjasBankininkystėFinansaiFintech
„City National Bank of Florida“ yra Floridoje veikianti finansų įstaiga, teikianti fiziniams asmenims ir įmonėms asmeninės bei verslo bankininkystės, skolinimo ir turto valdymo paslaugas. Banko veiklos modelis grindžiamas vietos rinkos išmanymo ir individualios pagalbos deriniu, padedančiu klientams tvarkyti kasdienius finansus, spręsti finansavimo poreikius ir siekti ilgalaikių finansinių tikslų. Kaip bankininkystės ir finansų sektoriaus darbdavys, bankas siūlo galimybių dirbti įvairių finansinių paslaugų ir į klientus orientuotos veiklos srityse.
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Client Services Specialist, Banking

Supports corporate, real estate, business banking, and private clients with loan servicing, deposit accounts, treasury services, onboarding, and regulatory requests.

USJungtinės ValstijosFLFloridaHibridinisVisas etatasJaunesnysis specialistasVidutinis lygisPrivaloma Kalba: anglųKlientų aptarnavimo atstovasKlientų ryšių paslaugos

Aprašymas

  • Support corporate, real estate, business banking, and private clients with deposit, loan, and treasury management services.
  • Respond promptly to client requests and inquiries to support satisfaction and retention.
  • Contact clients and follow up on onboarding and account maintenance requests.
  • Handle loan servicing requests, including advances, paydowns, statements, billing issues, insurance, escrows, and flood insurance.
  • Open and process accounts, products, and services for new clients.
  • Act as the primary client servicing contact and maintain knowledge of client relationships.
  • Issue, collect, review, and upload deposit account documents and disclosures.
  • Coordinate client onboarding, forms, implementation, and training with Electronic Banking and Treasury Management.
  • Complete customer and account profiles, CIP, BizChex-ChexSystems checks, ownership records, list checks, OFAC checks, and Google searches.
  • Set up and maintain analysis composites, ensuring client data is linked and balanced for reporting.
  • Process domestic and international wires, internal transfers, stop payments, cashier’s checks, and debit cards.
  • Make overdraft decisions or obtain required approvals within authorized limits.
  • Gather missing documents and fulfill BSA/RFI requests, including EDD/KYC updates, PO Alerts, OFAC checks, and high-risk reviews.
  • Complete KYC/EDD reviews and Regulatory Excellence Consultant findings within required timeframes.
  • Process Reg E, fraud, and check disputes, check processing errors, and Aithent-related activities.
  • Maintain deposit accounts through CIS changes, CIP corrections, closures, address and signer changes, and deposit research.
  • Resolve exception items from Deposit Operations and the Non-Post database.
  • Prepare client letters, emails, reports, spreadsheets, presentations, and organizational charts.
  • Organize and maintain client deposit and loan files.
  • Keep product knowledge current, attend training, assess client needs, and cross-sell or refer bank products and services.
  • Coordinate with Relationship Managers and internal departments on client activity, issues, RFI status, compromised accounts, and opportunities.
  • Join on-site client visits and relationship reviews as needed.
  • Follow operational, regulatory, and security policies and procedures.
  • Support loan closing checklists, RM dashboard and pipeline management, KYC coordination, payoffs and releases, fee waivers, past-due and maturing loans, minimum deposit requirements, and covenants.
  • Collect, review, and upload required loan covenant ticklers.

Reikalavimai

  • At least two years of client service experience, preferably in financial services.
  • Ability to respond to client inquiries, resolve issues, and provide comprehensive support in a financial services setting.
  • In-depth knowledge of banking products and services, particularly loan servicing, deposits, and treasury management.
  • Ability to work independently and efficiently under pressure.
  • Proficiency with loan and deposit systems and banking software.
  • Strong working knowledge of Microsoft Word, Excel, and Outlook, including reporting, data analysis, and business communications.
  • Advanced verbal and written communication skills.
  • Strong attention to detail and ability to manage multiple tasks at once.
  • Advanced interpersonal, telephone, and customer service skills.
  • Associate degree in business or a related field, or an equivalent combination of education and relevant professional experience may be considered.

Privalumai

  • Hybrid workplace policy.
  • Equal opportunity employer.
  • Reasonable accommodations for applicants participating in the interview process.

Susiję darbai

City National Bank of Florida

Client Services Specialist, Banking

City National Bank of Florida
501 – 1 000 Darbuotojai
H1B vizos rėmėjasBankininkystėFinansaiFintech
USJungtinės ValstijosFLFloridaHibridinisVisas etatasVidutinis lygisVyresnysis specialistasPrivaloma Kalba: anglųKlientų aptarnavimo atstovasKlientų ryšių paslaugos

Supports corporate, real estate, business banking, and private clients at a Florida bank. Handles loan servicing, account onboarding, treasury services, and regulatory compliance.

Atidaryti
Arch Capital Group Ltd.

Client Services Advisor – Travel and Health Insurance

Arch Capital Group Ltd.
5 001 – 10 000 Darbuotojai
DraudimasKonsultavimasLogistika
USJungtinės ValstijosFLFloridaMDMerilandasNYNiujorkasPAPensilvanija
48 000 $ – 68 931 $ / metai
HibridinisVisas etatasVidutinis lygisVyresnysis specialistasPrivaloma Kalba: anglųKlientų aptarnavimo atstovasKlientų ryšių paslaugos

Support Arch’s travel, accident and health insurance customers by phone, email and chat. Handle claims updates, technical troubleshooting and insurance sales.

Atidaryti
BNY

Klientų aptarnavimo valdymo specialistas II — BNY, Lake Mary, hibridinis darbas

BNY
H1B vizos rėmėjasBankininkystėFinansaiFintech
USJungtinės ValstijosFLFlorida
52 000 $ – 73 000 $ / metai
HibridinisVisas etatasVidutinis lygisVyresnysis specialistasPrivaloma Kalba: anglųKlientų aptarnavimo atstovasKlientų ryšių paslaugos

BNY ieško klientų aptarnavimo specialisto, kuris spręstų vidutinio sudėtingumo klientų klausimus ir koordinuotų darbą su vidinėmis komandomis. Šios pareigos apima paslaugų teikimą, klientų pasitenkinimą, veiklos tobulinimą, projektus ir pardavimo dokumentaciją.

Atidaryti
City National Bank of Florida

Client Services Specialist - Banking (Miami Hybrid)

City National Bank of Florida
501 – 1 000 Darbuotojai
H1B vizos rėmėjasBankininkystėFinansaiFintech
USJungtinės ValstijosFLFloridaHibridinisVisas etatasJaunesnysis specialistasVidutinis lygisPrivaloma Kalba: anglųKlientų aptarnavimo atstovasKlientų ryšių paslaugos

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

Atidaryti