Client Services Specialist

City National Bank of Florida

Client Services Specialist ensuring satisfaction for Corporate, Real Estate, Business Banking, and Private Client Group clients by delivering integrated Depository and Treasury Management services. Managing multiple tasks in a fast-paced, independent environment.

Posted 6/17/2026full-timeFlorida • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Accountable for ensuring client retention and satisfaction
Initiates outreach to clients as needed to provide exceptional service
Independently handles loan servicing requests
Manages the onboarding of new clients
Serves as the primary point of contact for client servicing
Completes customer profiles/CIP, Bizchex-Chexsystem, ownership information, and account profiles
Sets up and maintains analysis composites to ensure accurate data representation
Handles Domestic & International Wire Transfers
Responsible for ensuring Regulatory Excellence and compliance with regulatory requirements
Completes Reg E disputes, resolves fraud, check disputes, and other activities related to the Aithent system

Requirements

What you’ll need

Minimum 2 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
Proficient in utilizing loan/depository systems and banking software for processing transactions
Expertise in Microsoft Word, Excel, and Outlook
Advanced verbal and written communication skills
Strong attention to detail
Advanced interpersonal skills, phone etiquette, and customer service capabilities

Benefits

Comp & perks

Equal Opportunity Employer
Providing equal employment opportunities to all applicants
Complies with the Americans with Disabilities Act (ADA) and applicable Florida laws

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

loan servicingbanking productsdepository managementtreasury managementReg E disputesfraud resolutioncheck disputesdata analysiscustomer profilesCIP

Soft Skills

client retentionclient satisfactionproblem-solvingindependent workattention to detailcommunicationinterpersonal skillscustomer servicephone etiquettehigh-pressure environment