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.
Senior Client Services Specialist - City National Bank of Florida (Hybrid)
Senior client services specialist supporting corporate, real estate, business banking, and private clients at City National Bank of Florida. The role covers loan servicing, account onboarding, treasury management, compliance reviews, and day-to-day client requests.
Descriere
- Support corporate, real estate, business banking, and private client relationships across deposit, lending, and treasury management services.
- Respond to client questions and service requests promptly while complying with bank policies and regulatory standards.
- Process loan servicing activity, including advances, paydowns, statements, billing concerns, insurance, escrows, and flood insurance.
- Manage new-client onboarding by opening and processing accounts, products, and services.
- Act as the primary servicing contact and manage deposit-account documents and disclosures through DocuSign or in person.
- Partner with Electronic Banking and Treasury Management teams on forms, implementation, onboarding, and training.
- Complete customer profiles, CIP, BizChex/ChexSystems checks, ownership records, account profiles, list checks, OFAC checks, and Google searches.
- Establish and maintain analysis composites, ensuring client data is accurately linked and balanced for reporting.
- Process domestic and international wires, internal transfers, stop payments, cashier's checks, and debit-card requests.
- Make overdraft decisions and approvals within authorized limits.
- Collect outstanding documentation and fulfill BSA/RFI requirements, including EDD/KYC updates, PO Alerts, OFAC reviews, and high-risk assessments.
- Complete KYC/EDD work and Regulatory Excellence Consultant findings within required deadlines.
- Track onboarding and account-maintenance items, including funding, treasury 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-related tasks.
- Process deposit-account maintenance requests, including CIS updates, CIP corrections, closures, address changes, signer changes, and deposit research.
- Resolve exception items from Deposit Operations and the Non-Post database.
- Prepare client correspondence, reports, Excel worksheets, PowerPoint presentations, and organizational charts.
- Maintain organized deposit and loan client files.
- Keep product knowledge current, attend training, evaluate client needs, and identify relevant bank products and services.
- Coordinate with internal departments and Relationship Managers on client activity, issues, RFI status, compromised accounts, and opportunities.
- Join on-site client visits and relationship reviews when needed.
- Follow operational, regulatory, and information-security policies and procedures.
- Support Relationship Manager dashboards and pipelines, including KYC, payoffs and releases, fee waivers, past-due accounts, maturing loans, minimum deposit requirements, and covenants.
- Collect, review, and upload loan ticklers and covenant documentation according to loan conditions.
Cerințe
- Bring 5–7 years of client service experience, preferably in financial services.
- Demonstrate success handling client questions, resolving issues, and delivering comprehensive 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 managing priorities and maintaining client satisfaction.
- Use loan, deposit, and banking software systems proficiently.
- Show advanced Microsoft Word, Excel, and Outlook skills, including reporting, data analysis, and business communication.
- Communicate effectively in writing and verbally.
- Pay close attention to detail while managing multiple responsibilities.
- Demonstrate strong interpersonal abilities, telephone etiquette, and customer-service judgment.
- Hold an associate degree in business or a related discipline.
- Equivalent relevant education and professional experience may be accepted in place of the degree.
Beneficii
- Hybrid work arrangement.
- Equal opportunity employment.
- Reasonable accommodations are available for applicants taking part in the interview process.