LogoFresh Jobs Ahead
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.
LinkedIn
Darbai įmonėje

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.

USJungtinės ValstijosFLFloridaHibridinisVisas etatasVyresnysis specialistasPrivaloma Kalba: anglųKlientų aptarnavimo atstovasKlientų ryšių paslaugos

Aprašymas

  • 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

Reikalavimai

  • 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

Privalumai

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

Susiję darbai

Navitus Health Solutions

Senior Client Services Executive, Pharmacy Benefits

Navitus Health Solutions
1 001 – 5 000 Darbuotojai
DraudimasKonsultavimasSveikatos priežiūra
USJungtinės ValstijosALAlabamaAZArizonaCAKalifornijaCOKoloradasCTKonektikutasFLFloridaIDAidahasILIlinojusIAAjovaKSKanzasasKYKentukisLALuizianaMDMerilandasMAMasačusetsasMIMičiganasMNMinesotaMOMisūrisMTMontanaNENebraskaNVNevadaNJNaujasis DžersisNYNiujorkasNCŠiaurės KarolinaOHOhajasOKOklahomaOROregonasPAPensilvanijaTNTenesisTXTeksasasUTJutaVTVermontasVAVirdžinijaWAVašingtonasWIViskonsinas
85 064 $ – 104 373 $ / metai
NuotolinisVisas etatasVyresnysis specialistasPrivaloma Kalba: anglųKlientų aptarnavimo atstovasKlientų ryšių paslaugos

Manage complex pharmacy benefit accounts for Navitus Health Solutions, shaping client strategies and supporting retention. Identify opportunities to expand services and improve cost, service, and health outcomes.

Atidaryti
Procentia - Pensions Software Solutions

Client Services Analyst

Procentia - Pensions Software Solutions
51 – 200 Darbuotojai
B2BFintechPrograminė įranga
GBJungtinė Karalystė
38 000 £ – 42 000 £ / metai
HibridinisVisas etatasVidutinis lygisVyresnysis specialistasPrivaloma Kalba: anglųKlientų aptarnavimo atstovasKlientų ryšių paslaugos

Support Procentia clients using pension administration software by leading service reviews, analysing operational data, and coordinating governance and improvements across teams.

Atidaryti
Hoffmann.Recruiting & More

Senior Events Sales Manager, Frankfurt

Hoffmann.Recruiting & More
1 – 10 Darbuotojai
KonsultavimasLogistikaMaistas ir gėrimai
DEVokietijaHibridinisVisas etatasVidutinis lygisVyresnysis specialistasPrivaloma Kalba: vokiečiųPrivaloma Kalba: anglųRenginiai

Lead conference and event sales for an exclusive venue in Frankfurt, guiding the sales team and growing client relationships. The role focuses on venue utilization, event concepts, and the full sales process from prospecting to post-event follow-up.

Atidaryti