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 9/30/2026full-timeCoral Gables • 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 inquiries, maintaining comprehensive relationship knowledge, and ensuring adherence to regulatory and operational policies.

Highest-signal resume keywords

Client Service ExperienceLoan Servicing ExpertiseTreasury Management KnowledgeMicrosoft Excel ProficiencyRegulatory Compliance Understanding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ServicingDepository ServicesTreasury ManagementData AnalysisReport GenerationAccount MaintenanceKYC/EDD ComplianceWire Transfer ProcessingDocument ManagementBanking Software Proficiency

Soft Skills

Advanced Communication SkillsAttention to DetailInterpersonal SkillsCustomer Service SkillsProblem-Solving Abilities

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookBizchex-ChexsystemElectronic Banking Systems

Industry Keywords

Financial ServicesClient RetentionOperational PoliciesRegulatory ExcellenceBSA/RFI Compliance

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 to support client retention and satisfaction
Handle 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 primary client-servicing contact and maintain comprehensive relationship knowledge
Issue, collect, review, and upload deposit-account documents and disclosures
Coordinate Electronic Banking and Treasury Management onboarding, forms, implementation, and training
Complete customer profiles, CIP, Bizchex-Chexsystem, 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
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 KYCs/EDDs and Regulatory Excellence Consultant findings within required timeframes
Follow up on onboarding and maintenance activities, including funding, Treasury Management implementation, online banking setup, and KYC status
Escalate unresolved issues to Relationship Managers or supervisors
Complete Reg E disputes, fraud and check disputes, check-processing corrections, and Aithent activities
Process deposit-account maintenance, account closures, signer changes, address changes, deposit research, and CIP corrections
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 adherence to operational, regulatory, and security policies
Collect and upload loan-closing checklist items, loan ticklers, and covenants
Support Relationship Manager dashboard and pipeline management, KYC, 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, 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 managing tasks effectively
Proficiency with loan/depository systems and banking software
Expertise in Microsoft Word, Excel, and Outlook, including report generation and data analysis
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

Benefits

Comp & perks

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