Client Services Specialist

City National Bank of Florida

. Meet servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through Depository, Loan, and Treasury Management services .

Posted 10/22/2026full-timeOrlando • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client servicing within the financial services industry, focusing on loan servicing, depository, and treasury management products. Proficient in managing client inquiries, ensuring compliance with regulatory requirements, and utilizing banking software for effective data analysis and reporting.

Highest-signal resume keywords

Client Service ExperienceLoan Servicing ExpertiseTreasury Management KnowledgeProficiency in Microsoft ExcelBachelor's Degree in Business

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ServicingDepository ManagementTreasury ManagementData AnalysisRegulatory ComplianceKYC/EDD ProcessesBanking Software ProficiencyDocument ManagementWire Transfer ProcessingAccount Maintenance

Soft Skills

Advanced Communication SkillsAttention to DetailCustomer Service SkillsInterpersonal SkillsProblem-Solving Abilities

Tools & Technologies

DocuSignAithent SystemBizchex-ChexsystemEIMMicrosoft WordMicrosoft ExcelMicrosoft Outlook

Industry Keywords

Financial ServicesClient RetentionRegulatory RequirementsOperational PoliciesHigh-Risk Reviews

About the role

Key responsibilities & impact

Meet servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through Depository, Loan, and Treasury Management services
Address client service requests and inquiries promptly and efficiently to support retention and satisfaction
Initiate client outreach and ensure adherence to company policies and regulatory requirements
Handle loan servicing requests, including advances, pay-downs, statements, billing issues, insurance, escrows, and flood insurance
Manage onboarding of new clients by opening and processing accounts, products, and services
Serve as primary client-servicing contact and manage deposit-account documents and disclosures through DocuSign or in-person collection
Upload account-opening documents within defined timeframes and coordinate with Electronic Banking and Treasury Management
Complete customer profiles, CIP, Bizchex-Chexsystem, ownership information, account profiles, list checks, OFAC searches, and Google searches
Set up and maintain analysis composites and integrate, link, and balance client data for analysis and reporting
Process domestic and international wire transfers, internal transfers, stop payments, cashier’s checks, and debit cards
Enter and manage 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, and high-risk reviews
Ensure completion and ongoing updates of KYCs/EDDs and 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
Complete Reg E disputes, resolve fraud and check disputes, and address check-processing errors in the Aithent system
Process deposit-account maintenance requests, including CIP corrections, account closures, address changes, signer changes, and deposit research
Resolve exception items from Deposit Operations and the Non-Post database
Prepare client letters, emails, reports, Excel sheets, PowerPoint presentations, and organizational charts
Organize and maintain deposit and loan client files
Maintain product knowledge, attend training, assess client needs, and cross-sell or refer bank products and services
Communicate with bank departments and Relationship Managers regarding client activities, issues, RFI status, compromised accounts, and opportunities
Participate in on-site client visits and relationship reviews as needed
Ensure compliance with operational, regulatory, and security policies and procedures
Facilitate collection of loan-closing checklist items and support RM dashboard/pipeline management
Create opportunities, complete KYC with RMs, coordinate payoffs/releases and fee waivers, and resolve past dues, maturing loans, minimum deposit requirements, and covenants
Collect, review, and upload loan-required covenant ticklers according to loan conditions

Requirements

What you’ll need

5-7 years of experience in client service, preferably within the financial services industry
Demonstrated ability to address client inquiries, resolve issues, and provide comprehensive support in a financial services environment
In-depth expertise in banking products and services, specializing in loan servicing, depository, and treasury management products
Ability to work independently and efficiently in a high-pressure environment while ensuring client satisfaction
Proficiency in loan/depository systems and banking software
Expertise in Microsoft Word, Excel, and Outlook, with advanced capabilities in generating reports, analyzing data, and communicating through office applications
Advanced verbal and written communication skills, including the ability to convey complex banking concepts clearly and professionally
Strong attention to detail and ability to manage multiple tasks simultaneously
Advanced interpersonal skills, phone etiquette, and customer service capabilities
Bachelor's Degree in Business or equivalent work experience
An equivalent combination of education and relevant professional experience may be considered in lieu of a degree

Benefits

Comp & perks

Equal Opportunity Employer
Reasonable accommodations for applicants participating in the interview process, in accordance with applicable law