Client Services Specialist

City National Bank of Florida

. Support 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 accounts, processing transactions, and ensuring compliance with regulatory requirements.

Highest-signal resume keywords

Client Service ExperienceLoan Servicing ExpertiseTreasury Management KnowledgeMicrosoft Office ProficiencyRegulatory Compliance Understanding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ServicingDepository ServicesTreasury ManagementData AnalysisKYC/EDD ComplianceAccount ManagementTransaction ProcessingReport GenerationDocument ReviewClient Onboarding

Soft Skills

Attention to DetailEffective CommunicationInterpersonal SkillsCustomer ServiceTask Management

Tools & Technologies

Banking SoftwareMicrosoft WordMicrosoft ExcelMicrosoft OutlookAithent

Certifications & Qualifications

Associate's Degree in Business

Industry Keywords

Financial ServicesClient RetentionRegulatory RequirementsBSA/RFI ComplianceHigh-Risk Reviews

About the role

Key responsibilities & impact

Support 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 while adhering 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 the primary client-servicing contact and maintain comprehensive relationship knowledge
Issue, collect, review, and upload deposit account documents and disclosures
Coordinate with Electronic Banking and Treasury Management on onboarding, forms, implementation, and training
Complete customer profiles, CIP, Bizchex-Chexsystem, ownership information, account profiles, list checks, OFAC, and Google searches
Set up and maintain analysis composites and ensure client data is linked and balanced for analysis and reporting
Handle domestic and international wire transfers, internal transfers, stop payments, cashier's checks, and debit cards
Process overdraft decisions or obtain approvals within authorized limits
Collect missing documents and satisfy BSA/RFI requests, including EDD/KYC updates, PO alerts, OFAC, and high-risk reviews
Complete KYCs/EDDs and Regulatory Excellence Consultant findings within required timeframes
Follow up on onboarding and maintenance activities 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 Aithent
Process deposit-account requests including CIS maintenance, CIP corrections, account closures, address changes, signer maintenance, 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 client deposit and loan files
Maintain product knowledge, attend training, assess client needs, and cross-sell bank products and services
Communicate with internal 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
Adhere to operational, regulatory, and security policies and procedures
Facilitate collection of loan-closing checklist items and support Relationship Manager dashboard and pipeline management
Create opportunities, complete KYC with Relationship Managers, coordinate payoffs/releases and fee waivers, and resolve past dues, maturing loans, minimum deposit requirements, and covenants
Collect, review, and upload loan-required ticklers and covenants

Requirements

What you’ll need

Minimum 2 years of experience in client service, with a preference for roles 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 through effective task management
Proficient in utilizing loan/depository systems and banking software for processing transactions, managing client accounts, and resolving system issues
Expertise in Microsoft Word, Excel, and Outlook, with advanced capabilities in generating reports, analyzing data, and communicating effectively through office applications
Advanced verbal and written communication skills, with 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
Associate's Degree in Business or related field or an equivalent combination of education and relevant professional experience may be considered

Benefits

Comp & perks

Hybrid workplace policy
Equal opportunity employment
Reasonable accommodations available for the interview process in accordance with applicable law