Technical Documentation Specialist

City National Bank of Florida

. Develop, review and maintain procedures for Banking Centers and Client Services .

Posted 9/28/2026full-timeCoral Gables • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in procedure writing and documentation within a financial services environment, with a strong focus on regulatory compliance and risk management. Proficient in managing procedure lifecycles and collaborating with cross-functional teams to ensure effective communication and implementation of procedures.

Highest-signal resume keywords

Procedure WritingRegulatory ComplianceMS365/Microsoft OfficeAnalytical SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Procedure WritingRegulatory ComplianceAnalytical SkillsProblem SolvingTime ManagementAttention to DetailVBA CodingMacrosDocumentation StandardsProcess Improvement

Soft Skills

Interpersonal SkillsOrganizational SkillsCustomer Service OrientationProfessionalismFast Learner

Tools & Technologies

MS365Microsoft WordMicrosoft OutlookMicrosoft ExcelMicrosoft VisioMicrosoft PowerPointSmartsheet

Industry Keywords

Financial ServicesBanking Center ExperienceRisk ManagementComplianceProcedure Documentation

Tech Stack

Tools & technologies

VBA

About the role

Key responsibilities & impact

Develop, review and maintain procedures for Banking Centers and Client Services
Collaborate with department managers, supervisors, subject matter experts and key employees to document procedures
Document steps and requirements according to Bank policy and regulatory requirements
Organize and maintain the company-wide Procedures library
Present procedures to management and department heads for approval
Manage, analyze, research, develop, compose and edit procedures
Develop and follow standards and processes for Procedures documentation
Serve as the go-to person for Procedures documentation standards, formats and content
Manage procedure lifecycles from request tracking through publication and periodic review
Provide timely communications on procedure status
Initiate and manage meetings with subject matter experts to create and revise procedures
Revise and update procedures and recommend process improvements
Review proposed changes and identify affected procedures
Facilitate agreement across multiple lines of business on process flows and workflows
Communicate new procedures and updates to applicable business units
Maintain an organized archive of procedure changes
Provide documentation to auditors when directed by Management
Consult with Legal, Compliance, Human Resources and Enterprise Risk on regulatory compliance
Partner with Training to help employees understand and implement required changes
Prioritize requests related to regulatory changes, audit findings and client impacts
Maintain and manage incoming requests in a centralized reporting location
Lead monthly Procedures Task Force meetings and distribute agendas and minutes

Requirements

What you’ll need

2-4 years as a procedure writer within a financial services environment
Must have banking center experience
Procedure writing for banking centers preferred
Exceptional written and oral communication, interpersonal, and organizational skills
Background and knowledge in financial services regulatory compliance or risk management is a plus
Time management skills to handle high volume workloads often with overlapping deadlines
High proficiency with MS365/MicrosoftOffice tools
Advanced Word skills required; macros and VBA coding a plus
Intermediate Outlook, Excel, Visio, PowerPoint and Smartsheet skills preferred
Must be a fast learner on technical skills and able to grasp unfamiliar systems quickly
Professional, personal demeanor and customer service orientation essential
Ability to work in a fast paced, demanding and rapidly changing environment
Impeccable discretion and professionalism in dealing with confidential information
Ability to independently analyze, identify, research, prioritize, and troubleshoot issues
Proven analytical and problem solving skills
Ability to use logic, reason and sound judgment
Ability to make sound decisions with limited supervision
Rigorous attention to detail and keen problem-solving skills
Proven ability to interact effectively with others
Bachelor's Degree in English, Communications, Law, or Business Administration related degrees preferred
An equivalent combination of education and relevant professional experience may be considered in lieu of a degree

Benefits

Comp & perks

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