Client Services Specialist

City National Bank of Florida

. Support large Corporate, Real Estate, Business Banking, and Private Client Group clients with Depository, Loan, and Treasury Management services .

Posted 10/21/2026full-timeCoral Gables • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client servicing within the financial services industry, focusing on loan servicing, depository, and treasury management products. Proficient in managing client relationships, processing account requests, and adhering to regulatory requirements.

Highest-signal resume keywords

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

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan ServicingDepository ServicesTreasury ManagementData AnalysisAccount ProcessingKYC/EDD ComplianceWire TransfersDocument ManagementReport GenerationBanking Software Proficiency

Soft Skills

Advanced Communication SkillsAttention to DetailInterpersonal SkillsCustomer Service SkillsAbility to Manage Multiple Tasks

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookBizChex-ChexSystemsElectronic Banking Systems

Industry Keywords

Financial ServicesClient RetentionOperational PoliciesRegulatory ExcellenceBSA/RFI Compliance

About the role

Key responsibilities & impact

Support large Corporate, Real Estate, Business Banking, and Private Client Group clients with Depository, Loan, and Treasury Management services
Address client service requests and inquiries promptly and efficiently to support retention and satisfaction
Initiate client outreach and follow up on onboarding and maintenance requests
Process loan servicing requests, including advances, pay-downs, statements, billing issues, insurance, escrows, and flood insurance
Onboard new clients by opening and processing accounts, products, and services
Serve as the primary client servicing contact and maintain 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-ChexSystems, ownership information, account profiles, list checks, OFAC checks, and Google searches
Set up and maintain analysis composites and ensure client data is linked and balanced for reporting
Handle domestic and international wire transfers, internal transfers, stop payments, cashier's checks, and debit cards
Process overdraft decisions or collect required 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
Process Reg E disputes, fraud and check disputes, check processing errors, and Aithent-related activities
Manage deposit account maintenance, including CIS changes, 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 Relationship Managers and internal departments 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
Support loan closing checklists, RM dashboard and pipeline management, KYC coordination, payoffs/releases, fee waivers, past dues, maturing loans, minimum deposit requirements, and covenants
Collect, review, and upload loan-required covenant ticklers

Requirements

What you’ll need

Minimum 2 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
Proficiency in loan/depository systems and banking software
Expertise in Microsoft Word, Excel, and Outlook, including generating reports, analyzing data, and communicating through office applications
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 equivalent combination of education and relevant professional experience may be considered

Benefits

Comp & perks

Hybrid workplace policy
Equal Opportunity Employer
Reasonable accommodations for applicants participating in the interview process