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Senior 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 providing superior client service while adhering to federal and state regulations.
Highest-signal resume keywords
Client Relationship ManagementRegulatory ComplianceSales ExperienceTeller Procedures KnowledgeDetailed Mathematical Functions
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client OnboardingAccount ProcessingFraud ResolutionKYC DocumentationDodd-Frank ComplianceWire TransfersDeposit OperationsLoan ServicingException Item ResolutionMathematical Accuracy
Soft Skills
Attention to DetailProactive CommunicationProblem SolvingCustomer Service OrientationOrganizational Skills
Tools & Technologies
Online Computer SystemsTeller Terminals
Certifications & Qualifications
High School DiplomaGED Equivalent
Industry Keywords
Personal BankingBusiness BankingFinancial ServicesBSA ComplianceReg E DisputesCIP ErrorsCross-SellingClient MeetingsSales GoalsConfidential Client Files
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
- Develop relationships with new personal and business clients
- Complete highly responsible and confidential regulatory documentation
- 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 handling overdrafts, signature cards, KYC, account documentation, Dodd-Frank wires, disclosures, CIP errors, Reg E disputes, and fraud resolution
- Follow bank-wide policies and procedures for deposit operations, wires, Dodd-Frank, and internal transfers
- Process stop payments, internal transfers, domestic and international wire transfers, CIS maintenance changes, loan advances and paydowns, and account openings/closures
- Resolve exception items from Deposit Operations and Electronic Banking
- Respond to client requests and proactively contact clients to provide superior service
- Handle deposit and loan inquiries and requests
- Handle loan servicing requests, including advances, paydowns, statements, billing issues, insurance, escrows, and flood insurance
- Ensure compliance with operational and security policies and procedures
- Make account-related decisions, including processing overdrafts within policy and assigned limits
- Provide written responses to BSA compliance inquiries
- Correspond independently with clients about important matters
- Organize and maintain confidential client files
- Identify cross-sell opportunities and refer them to the assigned Relationship Manager
- Communicate with other Bank 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 with an account officer as needed
Requirements
What you’ll need- 2-4 years of teller experience or client service experience, preferably in the financial service industry
- Prior knowledge of bank teller procedures and policies
- Working knowledge of online computer systems or teller terminals
- Strong sales experience background
- Proven abilities in needs-based sales and high-level client servicing
- Ability to prepare or interpret detailed written materials
- Ability to perform detailed mathematical functions accurately
- Ability to handle complex transactions efficiently
- Security-conscious, accurate, and attentive to detail
- Understanding of compliance with federal and state laws governing teller areas
- Demonstrated 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- Hybrid workplace policy
- Equal Opportunity Employer
- Reasonable accommodations for applicants participating in the interview process