Senior Client Services Specialist

City National Bank of Florida

Client Services Specialist Senior at City National Bank fulfilling servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients. Responsible for client retention, loan servicing, and compliance.

Posted 6/3/2026full-timeMiami • Florida • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Accountable for ensuring client retention and satisfaction by efficiently addressing all service requests and inquiries.
Initiates outreach to clients as needed to provide exceptional service, ensuring adherence to company policies and regulatory requirements.
Independently handles loan servicing requests, including advances, pay-downs, statement and bill copies, billing issues, insurance, escrows, flood insurance, and related items, ensuring accurate and timely processing.
Manages the onboarding of new clients by opening and processing all types of account products and services.
Serves as the primary point of contact for client servicing, maintaining comprehensive knowledge of the relationship; issues, collects, and reviews required deposit account documents and disclosures via DocuSign or in-person collection.
Ensures all documents are uploaded in the system within the specified timeframe for account opening, in line with CNB P&P.
Coordinates with Electronic Banking and Treasury Management on onboarding status, completion of forms, implementation, or necessary training.
Completes customer profiles/CIP, Bizchex-Chexsystem, ownership information, and account profiles, performing list checks, OFAC & Google searches.
Sets up and maintains analysis composites to ensure accurate data representation, collaborates with cross-functional teams to integrate necessary account information, and ensures that all client data is properly linked and balanced for analysis and reporting.
Handles Domestic & International Wire Transfers, Internal Transfers, Stop Payments, Cashier’s Checks, Debit Cards, in line with CNB P&P.
Responsible for ensuring Regulatory Excellence: Decision Making or collecting proper approvals and enter decisions on overdrafts in EIM (within their authorized limits).

Requirements

What you’ll need

5-7 years of experience in client service, with a preference for roles 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.
Proficient in utilizing loan/depository systems and banking software for processing transactions, managing client accounts, and resolving system issues.
Expertise in Microsoft Word, Excel, and Outlook, with advanced capabilities in generating reports, analyzing data, and communicating effectively through office applications.
Advanced verbal and written communication skills, with the ability to convey complex banking concepts to clients and colleagues in a clear and professional manner.
Strong attention to detail, with a demonstrated ability to manage multiple tasks simultaneously, ensuring high standards of quality and accuracy.
Advanced interpersonal skills, phone etiquette, and customer service capabilities, with experience in managing client relationships and professionally addressing inquiries.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

loan servicingaccount managementdata analysiscustomer profile managementwire transferscashier's checksdepository systemsbanking softwarereport generationtask management

Soft Skills

client serviceproblem resolutioneffective communicationattention to detailinterpersonal skillscustomer relationship managementindependent worktime managementprofessionalismadaptability