Client Services Lead

City National Bank of Florida

. Process requests from Relationship Managers and Client Services Officers in appropriate systems .

Posted 10/9/2026full-timeCoral Gables • Florida • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive client service experience in the financial services industry, with a strong understanding of banking products and compliance with regulatory policies. Capable of effectively managing complex customer service needs while maintaining attention to detail and fostering client relationships.

Highest-signal resume keywords

Client Service ExperienceBanking Products KnowledgeDecision-Making SkillsMicrosoft Office Suite ProficiencyLoan Originations Systems Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingLoan ServicingAccount ManagementReg E DisputesDeposit ResearchCIP CorrectionsBSA/RFI ComplianceOverdraft Decision MakingClient OnboardingCross-Selling Bank Products

Soft Skills

Strong Listening SkillsAttention to DetailAdaptabilityClear CommunicationPleasant Attitude

Tools & Technologies

Electronic BankingTreasury ManagementMicrosoft Office SuiteLoan Originations Systems

Certifications & Qualifications

Associate's Degree in Business

Industry Keywords

Financial ServicesClient RetentionOperational ComplianceCustomer ServiceRelationship Management

About the role

Key responsibilities & impact

Process requests from Relationship Managers and Client Services Officers in appropriate systems
Process transactions within assigned signature-authority limits
Respond to Deposit and Loan requests and inquiries to support client retention and satisfaction
Proactively contact clients to provide superior service
Handle loan servicing requests, including advances, pay-downs, statements, billing issues, insurance, escrows, and flood insurance
Participate in onboarding new clients by opening and processing accounts, products, and services
Serve as the primary servicing contact and maintain thorough knowledge of client relationships
Issue and collect deposit account documents and disclosures
Coordinate with Electronic Banking, Treasury Management, and debit card services
Create and maintain households and set up analysis composites
Refer new check orders to the PCG Support Team
Make and input overdraft decisions within authorized limits
Collect missing signature cards and other deposit account documents
Satisfy BSA/RFI requests, pending loan ticklers, and applicable late payments
Upload account documentation to appropriate areas
Escalate unresolved issues to the Relationship Manager
Complete Reg E disputes and resolve fraud, check disputes, check processing errors, and Aithent activities
Handle deposit account requests, including CIS maintenance, CIP corrections, account closures, address changes, signer changes, and deposit research
Resolve exception items from Deposit Operations
Compose letters, emails, and reports supporting Relationship Managers
Organize and maintain client files
Maintain product knowledge, identify needs, cross-sell bank products, and refer clients to lending or Treasury Management
Communicate with bank departments and Relationship Managers regarding client activities, issues, and opportunities
Participate in on-site client visits and relationship reviews
Ensure compliance with operational, regulatory, and security policies and procedures

Requirements

What you’ll need

8-10 years of client service experience, preferably with experience leading a team in the financial services industry
In-depth knowledge of banking products
Demonstrated ability to handle more complex customer service needs
Ability to communicate clearly and professionally, verbally and in writing
Pleasant, friendly attitude and ability to adapt to change
Strong listening skills, attention to detail, and decision-making skills
Demonstrated ability to work in a fast-paced environment
Ability to think creatively and be innovative
Strong PC skills, including Microsoft Office Suite
Loan Originations Systems experience is a plus
Associate's Degree in Business or related field, or equivalent combination of education and relevant professional experience may be considered