Senior Client Services Specialist

City National Bank of Florida

. Service large Corporate, Real Estate, Business Banking, and Private Client Group clients through Depository, Loan, and Treasury Management services .

Posted 10/5/2026full-timeCoral Gables • Florida • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client service within the financial services industry, with a strong focus on loan servicing, depository, and treasury management products. Proficient in managing client inquiries, onboarding processes, and regulatory compliance while maintaining high attention to detail and effective communication.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ServicingDepository ServicesTreasury ManagementData AnalysisKYC/EDD ComplianceBanking Software ProficiencyAccount ManagementDocument ProcessingWire Transfer ProcessingReg E Dispute Resolution

Soft Skills

Advanced Communication SkillsAttention to DetailInterpersonal SkillsCustomer Service SkillsAbility to Work Under Pressure

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookBizchex-ChexsystemElectronic Banking Systems

Industry Keywords

Financial ServicesClient OnboardingRegulatory RequirementsBSA/RFI ComplianceHigh-Risk Reviews

About the role

Key responsibilities & impact

Service 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
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 of new clients by opening and processing accounts, products, and services
Serve as primary point of contact for client servicing and manage required account documents and disclosures
Upload account-opening documents within defined timeframes
Coordinate with Electronic Banking and Treasury Management on 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 analysis and reporting
Handle domestic and international wire transfers, internal transfers, stop payments, cashier's checks, and debit cards
Process overdraft decisions and obtain required 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
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 resolutions, check disputes, check-processing corrections, and Aithent-related activities
Process deposit-account requests, including CIS 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, 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 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 of loan-closing checklist items for new loans, modifications, renewals, and related requests
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

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
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
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 available for the interview process in accordance with applicable law