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-timeCoral Gables • Florida • United StatesSeniorWebsite

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, ensuring compliance with regulatory requirements, and utilizing banking software for effective data analysis and reporting.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ServicingDepository ServicesTreasury ManagementData AnalysisReport GenerationBanking Software ProficiencyKYC/EDD ComplianceWire Transfer ProcessingAccount ManagementCustomer Information Maintenance

Soft Skills

Advanced Communication SkillsAttention to DetailInterpersonal SkillsCustomer Service SkillsProblem-Solving Abilities

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookChexSystemsAithent

Industry Keywords

Financial ServicesClient RetentionRegulatory 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 and efficiently to support retention and satisfaction
Initiate client outreach and ensure adherence to company policies and regulatory requirements
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 collect, review, and upload required account documents and disclosures
Coordinate with Electronic Banking and Treasury Management on onboarding, forms, implementation, and training
Complete customer profiles, CIP, ChexSystems checks, ownership information, account profiles, OFAC and Google searches
Maintain analysis composites and integrate, link, and balance client data for analysis and reporting
Process domestic and international wire transfers, internal transfers, stop payments, cashier’s checks, and debit cards
Manage overdraft decisions and approvals within authorized limits
Satisfy BSA/RFI requests, including EDD/KYC updates, PO alerts, OFAC, and high-risk reviews
Complete KYC/EDD updates and Regulatory Excellence Consultant findings requests
Follow up on onboarding and maintenance activities, including funding, Treasury Management implementation, online banking setup, and KYC status
Escalate unresolved issues to the Relationship Manager or Supervisor
Complete Reg E disputes, fraud and check disputes, check processing corrections, and Aithent activities
Manage deposit-account requests including customer information maintenance, 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 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
Facilitate collection of loan-closing checklist items and support Relationship Manager dashboard and pipeline management
Coordinate payoffs/releases, fee waivers, past dues, maturing loans, minimum deposit requirements, covenants, and loan ticklers

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
Proficiency in loan/depository systems and banking software
Expertise in Microsoft Word, Excel, and Outlook, including advanced report generation, data analysis, and office application communication capabilities
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, or equivalent combination of education and relevant professional experience in lieu of a degree

Benefits

Comp & perks

Equal Opportunity Employer
Reasonable accommodations for the interview process in accordance with applicable law