Client Services Specialist – Banking & Onboarding

careers-citynational; Coral Gables (FL); On-site; USD 48,000 - 72,000; Full time

Job summary

City National Bank of Florida is seeking a Client Services Specialist to service large Corporate, Real Estate, Business Banking, and Private Client Group clients, handling deposits, loans, and treasury management with regulatory compliance.

You will manage onboarding, document collection via DocuSign, coordinate with Electronic Banking, perform CIP/BSA/EDD, and support RM relationships; strong multitasking and independent work are essential for success.

Qualifications

• Minimum 2 years of experience in client service in financial services.
• Demonstrated ability to address client inquiries and provide comprehensive support.
• In-depth expertise in banking products, especially loan servicing, depository, and treasury management.
• Ability to work independently in a high-pressure environment with attention to detail.

Responsibilities

• Ensure client retention by promptly addressing service requests and inquiries.
• Onboard new clients by opening and processing accounts, products, and services.
• Coordinate onboarding with Electronic Banking and Treasury Management teams.
• Handle domestic and international wire transfers and related banking transactions.
• Maintain regulatory compliance, complete KYCs/EDDs, and support RMs as needed.
• Escalate unresolved issues to RM or Supervisor as appropriate.

Skills

Client service

Banking knowledge

MS Office

Communication skills

Multitasking

Education

Associate's Degree in Business or related field

Tools

DocuSign

Banking software

Loan servicing systems

Job description

City National Bank of Florida is seeking a Client Services Specialist to service large Corporate, Real Estate, Business Banking, and Private Client Group clients, handling deposits, loans, and treasury management with regulatory compliance.

You will manage onboarding, document collection via DocuSign, coordinate with Electronic Banking, perform CIP/BSA/EDD, and support RM relationships; strong multitasking and independent work are essential for success.