Client Support Specialist—Banking & Service

City National Bank of Florida; Coral Gables (FL); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Health Coverage

401(k) with matching

Paid Time Off & Holidays

Wellness resources

Job summary

City National Bank of Florida is seeking a Client Support Specialist to provide service and operational support to internal and external clients through inbound and outbound calls. You will handle inquiries related to products and services and maintain compliance with policies.

The role requires adaptability, attention to detail, and the ability to perform in a fast-paced environment. You will cross-train across units, support escalation processes, and help ensure accurate information sharing.

Qualifications

• 2+ years of client support, customer service, or operations experience.
• Experience in banking or regulated industries preferred but not required.
• Strong verbal and written communication skills.
• Professional attitude and courteous customer service.
• Self-motivated and able to follow instructions.
• Basic knowledge of branch and digital banking software applications.
• Able to exercise sound judgment within clearly defined limits.
• Good teamwork and time-management skills.
• Proficient with Microsoft Word, Outlook, and Excel.

Responsibilities

• Answers inbound and makes outbound calls, addressing client questions and issues related to products and services.
• Delivers consistent client service via telephone, email, or in person, focusing on client satisfaction.
• Provides accurate responses by following policies, procedures, and regulatory requirements.
• Maintains adherence to quality assurance standards and participates in monitoring sessions.
• Offers detailed information about the bank’s products, services, policies, and procedures.
• Escalates issues to management or Technical Services when appropriate.
• Maintains knowledge of digital banking functions and basic balancing processes.
• Meets performance targets and key metrics.

Skills

Client support

Banking basics

Regulatory knowledge

Communication

Microsoft Office

Education

High School Diploma or GED

Tools

Elevate

Microsoft Excel

Outlook

Job description

City National Bank of Florida is seeking a Client Support Specialist to provide service and operational support to internal and external clients through inbound and outbound calls. You will handle inquiries related to products and services and maintain compliance with policies.

The role requires adaptability, attention to detail, and the ability to perform in a fast-paced environment. You will cross-train across units, support escalation processes, and help ensure accurate information sharing.