Client Services Specialist

City National Bank of Florida

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

Posted 10/23/2026full-timeFort Lauderdale • Florida • United StatesJuniorMid-LevelWebsite

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 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 AnalysisAccount ManagementKYC/EDD ProcessingDocument ManagementTransaction ProcessingReport GenerationClient Onboarding

Soft Skills

Advanced Communication SkillsAttention to DetailInterpersonal SkillsCustomer Service SkillsTask Management

Tools & Technologies

DocuSignBanking SoftwareExcelPowerPointOutlook

Certifications & Qualifications

Associate's Degree in Business

Industry Keywords

Financial ServicesClient RetentionRegulatory RequirementsBSA/RFI ComplianceHigh-Risk Reviews

About the role

Key responsibilities & impact

Meet servicing needs of 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 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 using DocuSign or in person
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 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 requests within defined 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, fraud resolution, check disputes, check processing errors, and Aithent-related activities
Process 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
Compose 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
Adhere to operational, regulatory, and security policies and procedures
Facilitate collection and upload of loan-required items, covenants, and ticklers
Support Relationship Manager dashboard and pipeline management, KYC completion, payoffs/releases, fee waivers, past dues, maturing loans, minimum deposit requirements, 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 to clients and colleagues in a clear and professional manner
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 applicants participating in the interview process
Interactive accommodation process in accordance with applicable law