Client Care Specialist

City National Bank of Florida

. Answer inbound and place outbound calls, addressing client questions, concerns, and issues related to products and services .

Posted 10/26/2026full-timeCoral Gables • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates proficiency in client support and customer service within a banking environment, ensuring compliance with regulatory requirements and maintaining high-quality service standards. Capable of effectively communicating with clients and team members while managing multiple tasks in a fast-paced setting.

Highest-signal resume keywords

Client Support ExperienceBanking Operations KnowledgeRegulatory Compliance UnderstandingDigital Banking ProficiencyEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client SupportCustomer ServiceBranch Banking KnowledgeDigital Banking ApplicationsRegulatory ComplianceAML KnowledgeBSA KnowledgeOFAC KnowledgeMicrosoft WordMicrosoft Excel

Soft Skills

Verbal CommunicationWritten CommunicationProfessional AttitudeSelf-MotivationAttention to Detail

Tools & Technologies

ElevateZelleBranch SystemsEmail CommunicationQuality Monitoring Tools

Industry Keywords

BankingRegulated IndustryQuality AssurancePerformance TargetsOperational Policies

About the role

Key responsibilities & impact

Answer inbound and place outbound calls, addressing client questions, concerns, and issues related to products and services
Deliver client service and support via telephone, email, or in person
Provide accurate responses in accordance with policies, procedures, and regulatory requirements
Maintain quality assurance standards and participate in quality monitoring sessions
Explain the bank’s products, services, policies, and procedures
Identify call trends or potentially suspicious activity and notify management or the Fraud Investigations Unit
Maintain working knowledge of digital banking applications, branch systems, and basic branch balancing processes
Meet performance targets and key performance indicators, including average handling time and first call resolution
Distinguish user error from technical issues and escalate concerns appropriately
Ensure compliance with operational, regulatory, and security policies and procedures
Communicate with other departments to support teamwork and accurate information sharing
Follow department scheduling guidelines and report attendance or schedule discrepancies
Provide policy and procedure guidance related to trusts, guardianships, estates, court orders, and powers of attorney
Open case tickets in Elevate and route requests to appropriate departments
Maintain proficiency in digital banking functions such as Zelle and wires
Complete assigned special tasks or projects
Stay current on and adhere to bank and departmental policies and procedures

Requirements

What you’ll need

2 years of experience in client support, customer service, or operations
Prior experience working in banking, bank operations, or a highly regulated industry preferred but not required
Good verbal and written communication skills
Professional attitude and courteous customer service
Self-motivated and able to follow instructions
Basic knowledge of branch and digital banking software applications
Ability to exercise sound judgment within clearly defined limits
Effective communication with team members and clients at various levels
Basic understanding of federal regulations related to AML, BSA, and OFAC
Keeps updated on regulatory changes relevant to the role
Ability to work under pressure in a high call volume environment while maintaining service quality
Proficient with Microsoft Word, Outlook, and Excel
Follows oral and written instructions accurately
Adapts to changing situations and maintains a positive approach
Works effectively in a fast-paced setting and manages time well
Pays close attention to detail to ensure accuracy in all tasks
High School Diploma or GED equivalent
An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree

Benefits

Comp & perks

Hybrid workplace policy
Equal Opportunity Employer
Reasonable accommodations for applicants participating in the interview process
ADA and applicable Florida law compliance