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Senior International Client Services Specialist
City National Bank of FloridaSenior client services specialist supporting international personal and business banking clients. Handling deposits, loans, regulatory documentation, wires, and relationship servicing.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive client servicing capabilities with a strong focus on relationship management, compliance with banking regulations, and proficiency in handling complex transactions. Proven track record in sales and cross-selling bank products while maintaining high levels of client satisfaction.
Highest-signal resume keywords
Client Relationship ManagementRegulatory ComplianceSales ExperienceTeller Procedures KnowledgeComplex Transaction Handling
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Bank Teller ProceduresReg E DisputesDeposit Account MaintenanceLoan ServicingMathematical FunctionsWire TransfersBSA ComplianceDeposit ResearchAccount DocumentationClient File Management
Soft Skills
Attention to DetailEffective CommunicationTeam CollaborationProblem SolvingCustomer Service
Tools & Technologies
Aithent SystemOnline Computer SystemsTeller Terminals
Industry Keywords
Financial ServicesInternational BankingClient ServicingComplianceSales Goals
About the role
Key responsibilities & impact- Provide high-level client support for the Bank's International Personal & Business Banking area
- Service and enhance existing international personal banking client relationships and develop new personal and business client relationships
- Complete highly responsible and confidential regulatory documentation
- Retain and satisfy clients by responding to deposit and loan requests and inquiries promptly and efficiently
- Proactively contact clients to provide superior service
- Handle loan servicing requests, including advances, pay-downs, statements, billing research, insurance, escrows, and flood insurance
- Serve as the primary servicing point of contact and maintain thorough knowledge of client relationships
- Issue and collect deposit account documents and disclosures
- Coordinate with Electronic Banking, Treasury Management, and debit card services for issuance, implementation, and training
- Create and maintain proper households
- Handle daily account inquiries and client servicing needs
- Collect missing signature cards and other signature documents for new deposit accounts
- Satisfy BSA/RFI requests, pending loan ticklers, and late payment requests
- Upload account documentation to appropriate areas and escalate unresolved issues to the Relationship Manager
- Complete Reg E disputes, resolve fraud and check disputes, and correct check processing errors in the Aithent system
- Process deposit account maintenance, openings, closures, CIS changes, CIP corrections, address changes, and signer changes
- Conduct deposit research, including statements, check copies, and balance inquiries
- Resolve exception items from Deposit Operations
- Ensure assigned branches and areas are fully covered and serviced
- Ensure compliance with operational and security policies and procedures
- Prepare written responses to BSA compliance inquiries regarding client backgrounds and account activity
- Process stop payments and internal transfers within authorized limits
- Create domestic and foreign wire transfers within authorized limits
- Correspond independently with clients regarding important matters
- Organize and maintain confidential client files
- Maintain strong product and system knowledge
- Cross-sell bank products and refer clients to Lending and Treasury Management
- Communicate effectively with bank departments and collaborate as a team
- Contact account officers and clients as needed
- Prepare special reports, analyze trends, present findings to management, and make recommendations
- Participate in client meetings with account officers as needed
Requirements
What you’ll need- 5-7 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 and perform detailed mathematical functions accurately
- Ability to accurately 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 an 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 available during the hiring process