Senior 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-timePalm Beach Gardens • Florida • United StatesSeniorWebsite

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 inquiries, ensuring compliance with regulatory requirements, and utilizing banking software and Microsoft Office applications for effective communication and reporting.

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 ManagementBanking Software ProficiencyData AnalysisReport GenerationKYC/EDD ComplianceWire Transfer ProcessingDocuSign ManagementCIP Maintenance

Soft Skills

Advanced Communication SkillsAttention to DetailCustomer Service SkillsInterpersonal SkillsTask Management

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookDocuSignBizChex/ChexSystems

Certifications & Qualifications

Associate's Degree in Business

Industry Keywords

Financial ServicesClient OnboardingRegulatory 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 while following 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 primary client-servicing contact and manage required deposit-account documents and disclosures via 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
Process domestic and international wire transfers, internal transfers, stop payments, cashier's checks, and debit cards
Handle overdraft decisions and 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 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 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 deposit and loan client 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
Ensure adherence to operational, regulatory, and security policies and procedures
Support Relationship Manager dashboard and pipeline management, KYC, payoffs/releases, fee waivers, past dues, maturing loans, minimum deposit requirements, and covenants
Collect, review, and upload loan-required ticklers and covenants in accordance with loan conditions

Requirements

What you’ll need

5-7 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 ensuring client satisfaction through effective task management
Proficiency in loan/depository systems and banking software
Expertise in Microsoft Word, Excel, and Outlook, with advanced capabilities in 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 a related field
An equivalent combination of education and relevant professional experience may be considered in lieu of a degree

Benefits

Comp & perks

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