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International Client Services Specialist
City National Bank of Florida. Support clients in the Bank's Personal & Business Banking area .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management and regulatory compliance within the banking sector, with a strong focus on sales performance and operational excellence. Proficient in handling complex transactions and maintaining confidentiality while ensuring adherence to federal and state regulations.
Highest-signal resume keywords
Client Relationship ManagementRegulatory ComplianceSales ExperienceTeller Operations KnowledgeAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
KYCCIPReg EFraud PreventionAccount ProcessingMathematical FunctionsComplex Transaction HandlingDocumentation PreparationCross-SellingBSA Compliance
Soft Skills
Client ServiceCommunicationProblem-SolvingAnalytical SkillsConfidentiality
Tools & Technologies
Online Computer SystemTeller Terminal
Industry Keywords
Personal BankingBusiness BankingFinancial ServicesOperational PoliciesSecurity Policies
About the role
Key responsibilities & impact- Support clients in the Bank's Personal & Business Banking area
- Service and enhance existing International Personal Banking client relationships and develop new personal and business client relationships
- Complete regulatory documentation of a highly responsible and confidential nature
- Participate in onboarding new clients by opening and processing accounts, products, and services
- Serve as the primary servicing point of contact for clients
- Ensure regulatory excellence, including resolving documentation, KYC, CIP, Reg E, fraud, overdraft, and wire-related matters
- Process stop payments, internal transfers, domestic and international wire transfers, account openings and closings, CIS maintenance changes, loan advances, and paydowns
- Handle exception items from Deposit Operations and Electronic Banking
- Respond to client requests and inquiries regarding deposits, loans, accounts, billing, insurance, escrows, and flood insurance
- Ensure compliance with operational and security policies and procedures
- Make account-related decisions, including processing overdrafts within assigned limits
- Provide written responses to BSA compliance inquiries
- Correspond independently with clients and maintain confidential client files
- Maintain strong product and system knowledge
- Identify cross-sell opportunities and refer them to the assigned Relationship Manager
- Communicate with internal departments and contact account officers and clients as needed
- Prepare special reports, analyze trends, present findings to management, and make recommendations
- Participate in client meetings as needed
Requirements
What you’ll need- 2-4 years teller experience or client service experience, preferably in the financial service industry - required
- Prior knowledge of procedures and policies related to bank teller functions
- Working knowledge of an online computer system or teller terminal
- Strong sales experience background
- Proven abilities in needs-based sales and high-level client servicing
- Ability to prepare or interpret detailed written materials and perform detailed mathematical functions accurately
- Ability to handle complex transactions efficiently and accurately
- Security consciousness, accuracy, and attention to detail
- Understanding of compliance with Federal and State laws governing teller areas
- Ability to meet and exceed sales goals and maintain a high level of client service
- May need to work extended hours, including weekends
- High School Diploma or GED equivalent
- Equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree
Benefits
Comp & perks- Equal Opportunity Employer
- Reasonable accommodations for applicants participating in the interview process
- Hybrid workplace policy