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City National Bank of Florida
City National Bank of Florida
501 – 1.000 Angajați
Sponsor pentru viza H1BFinanțeFintechServicii bancare
City National Bank of Florida este o instituție financiară cu sediul în Florida, care oferă servicii persoanelor fizice și companiilor prin servicii de banking personal și pentru afaceri, creditare și administrarea averii. Abordarea sa combină expertiza pe piața locală cu sprijin personalizat pentru clienții care își gestionează finanțele de zi cu zi, nevoile de finanțare și obiectivele financiare pe termen lung. În calitate de angajator din sectorul bancar și financiar, banca oferă oportunități asociate unei game largi de servicii financiare și operațiuni axate pe clienți.
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Locurile de muncă ale companiei

Client Services Specialist, Banking

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

USStatele Unite ale AmericiiFLFloridaHibridNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăReprezentant Servicii CliențiServicii pentru clienți

Descriere

  • Serve corporate, real estate, business banking, and private clients with deposit, loan, and treasury management services.
  • Respond promptly to client requests and inquiries to support retention and satisfaction.
  • Reach out to clients and follow company policies and regulatory requirements.
  • Process loan servicing requests, including advances, paydowns, statements, billing issues, insurance, escrows, and flood insurance.
  • Onboard clients by opening and processing accounts, products, and services.
  • Act as the primary client service contact and manage deposit account documents and disclosures through DocuSign or in person.
  • Upload account opening documents on schedule and coordinate with Electronic Banking and Treasury Management.
  • Complete customer profiles, CIP, Bizchex-Chexsystem, ownership and account information, list checks, OFAC searches, and Google searches.
  • Maintain analysis composites and integrate, link, and reconcile client data for analysis and reporting.
  • Process domestic and international wires, internal transfers, stop payments, cashier’s checks, and debit cards.
  • Enter overdraft decisions in EIM within authorized limits and obtain required approvals.
  • Collect missing documents and respond to BSA/RFI requests, including EDD/KYC updates, PO alerts, OFAC matters, and high-risk reviews.
  • Complete and maintain KYCs/EDDs and address Regulatory Excellence Consultant findings.
  • Follow up on onboarding and maintenance requests, including account funding, Treasury Management implementation, online banking setup, and KYC status.
  • Escalate unresolved issues to the Relationship Manager or Supervisor.
  • Handle Reg E, fraud, and check disputes, and resolve check-processing errors in Aithent.
  • Process deposit account maintenance, including 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, Excel spreadsheets, PowerPoint presentations, and organizational charts.
  • Organize and maintain deposit and loan client files.
  • Keep product knowledge current, attend training, assess client needs, and cross-sell or refer bank products and services.
  • Coordinate with bank departments and Relationship Managers 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.
  • Gather loan-closing checklist items and support Relationship Manager dashboard and pipeline management.
  • Identify opportunities, complete KYC with Relationship Managers, coordinate payoffs, releases, and fee waivers, and address past-due accounts, maturing loans, minimum deposit requirements, and covenants.
  • Collect, review, and upload loan covenant ticklers in line with loan conditions.

Cerințe

  • 5–7 years of client service experience, preferably in financial services.
  • Experience responding to client inquiries, resolving issues, and providing broad support in a financial services setting.
  • Strong knowledge of banking products and services, particularly loan servicing, deposit, and treasury management products.
  • Ability to work independently and efficiently under pressure while maintaining client satisfaction.
  • Proficiency with loan and deposit systems and banking software.
  • Advanced skills in Microsoft Word, Excel, and Outlook, including report creation, data analysis, and professional communication.
  • Strong verbal and written communication skills, including the ability to explain complex banking concepts clearly and professionally.
  • Careful attention to detail and the ability to manage multiple tasks at once.
  • Strong interpersonal, telephone, and customer service skills.
  • Bachelor’s degree in Business or equivalent work experience.
  • A comparable combination of education and relevant professional experience may substitute for a degree.

Beneficii

  • Equal opportunity employer.
  • Reasonable accommodations are available to applicants participating in the interview process, as required by applicable law.

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