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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 - 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.

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

Aprašymas

  • 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.

Reikalavimai

  • 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.

Privalumai

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

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