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 10/1/2026full-timeMiami • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client servicing within the financial services industry, with a strong focus on loan servicing, Depository, and Treasury Management products. Proficient in managing client relationships, addressing inquiries, and ensuring compliance with regulatory requirements.

Highest-signal resume keywords

Client Service ExperienceLoan Servicing ExpertiseTreasury Management KnowledgeProficiency in Microsoft ExcelRegulatory Compliance Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ServicingDepository ServicesTreasury ManagementKYC/EDD ComplianceData AnalysisAccount ManagementWire Transfer ProcessingDocument ReviewFinancial ReportingBSA/RFI Requests

Soft Skills

Advanced Communication SkillsAttention to DetailInterpersonal SkillsCustomer Service SkillsProblem-Solving Abilities

Tools & Technologies

Banking SoftwareMicrosoft WordMicrosoft ExcelMicrosoft OutlookBizchex-Chexsystem

Industry Keywords

Financial ServicesClient OnboardingRegulatory ExcellenceHigh-Risk ReviewsDeposit Operations

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
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 maintain relationship knowledge
Collect, review, and upload deposit account documents and disclosures
Coordinate Electronic Banking and Treasury Management onboarding activities
Complete customer profiles, CIP, Bizchex-Chexsystem, ownership information, account profiles, list checks, OFAC and Google searches
Set up and maintain analysis composites and integrate account information for reporting
Process domestic and international wire transfers, internal transfers, stop payments, cashier's checks, and debit cards
Manage overdraft decisions or approvals within authorized limits
Collect missing documents and satisfy BSA/RFI requests, including EDD/KYC, PO Alert, OFAC, and high-risk reviews
Complete KYC/EDD updates and Regulatory Excellence Consultant findings requests
Follow up on onboarding and maintenance activities, including funding, Treasury Management implementation, online banking setup, and KYC status
Escalate unresolved issues to the Relationship Manager or Supervisor
Complete Reg E disputes, fraud resolution, check disputes, check processing errors, and Aithent activities
Process deposit-account maintenance, 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, assess client needs, cross-sell products, and refer opportunities
Communicate with bank departments and Relationship Managers regarding client activities, issues, RFIs, compromised accounts, and opportunities
Participate in on-site client visits and relationship reviews as needed
Facilitate collection of loan-closing checklist items and support RM dashboard/pipeline management
Collect, review, and upload loan-required covenants and ticklers

Requirements

What you’ll need

Minimum 2 years of experience in client service, preferably within the financial services industry
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
Proficiency with loan/depository systems and banking software
Expertise in Microsoft Word, Excel, and Outlook, including generating reports and analyzing data
Advanced verbal and written communication skills
Strong attention to detail and ability to manage multiple tasks simultaneously
Advanced interpersonal skills, phone etiquette, and customer service capabilities
Associate's Degree in Business or related field or an equivalent combination of education and relevant professional experience may be considered

Benefits

Comp & perks

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