Customer Relationship Officer

National Bank of Canada; Naples (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Flexible benefits

Job summary

Natbank seeks a Client Relationship Representative for a 6-month contract at the Naples branch to build strong client relationships and support daily banking activities. You will identify client needs and refer them to the right specialist, promote digital solutions, and educate clients on product features and policies.

The role requires 1–2 years of customer service experience, strong communication skills, and the ability to work with a team in a dynamic banking environment.

Qualifications

• College degree preferred, with 1–2 years of customer service experience.
• Proficiency with computer systems and digital tools, and ability to quickly learn new technologies.
• Excellent interpersonal and communication skills with a team-oriented approach.
• Ability to adapt to changing situations and manage multiple priorities with attention to detail.
• Languages: French, English.

Responsibilities

• Build and maintain strong, personalized relationships with clients to deliver an exceptional banking experience.
• Support a variety of daily banking and transactional activities while ensuring accuracy and efficiency.
• Identify client needs and refer them to the appropriate banking specialist or resource.
• Promote the Bank’s products, services, and digital solutions, guiding clients to best meet their financial needs.
• Educate clients on features, benefits, policies, and procedures related to the Bank’s products and services.
• Respond promptly and professionally to client inquiries via multiple channels.
• Coordinate referrals and follow up on client requests to ensure seamless service delivery.
• Resolve client issues to achieve high customer satisfaction.
• Demonstrate initiative by identifying opportunities to improve processes and service quality.

Skills

Brand Ambassadorship

Client-focused

Detail-oriented

Digital literacy

Driving Results

Empathy

Learning Agility

Oral Communication

Teamwork

Education

College degree preferred

Job description

At Natbank, we are driven by a passion for people and a commitment to making a positive impact in the lives of our clients, employees, and communities. As a U.S.-based subsidiary of National Bank of Canada, we foster an inclusive, collaborative, and growth-oriented environment where employees are empowered to develop their careers while delivering exceptional client experiences. Joining Natbank means becoming part of a dynamic team that values integrity, teamwork, innovation, and a client-first approach, while offering opportunities to learn, grow, and contribute to meaningful success every day.

We are currently seeking a Client Relationship Representative for a temporary 6-month contract, from October 15, 2026, to April 15, 2027, at our Naples branch.

RESPONSIBILITIES AND KEY ACCOUNTABILITIES

• Build and maintain strong, personalized relationships with clients to deliver an exceptional banking experience.
• Support a variety of daily banking and transactional activities while ensuring accuracy and efficiency.
• Identify client needs and refer them to the appropriate banking specialist or resource.
• Promote the Bank’s products, services, and digital solutions, and guide clients toward options that best meet their financial needs.
• Educate clients and stakeholders on the features, benefits, policies, and procedures related to the Bank’s products and services.
• Respond promptly and professionally to client inquiries, requests, and concerns through various communication channels.
• Conduct research and gather information necessary to provide accurate and timely responses to client questions.
• Coordinate referrals and follow up on client requests to ensure seamless service delivery.
• Resolve client issues and concerns in a professional manner, striving to achieve the highest level of customer satisfaction.
• Demonstrate initiative and a proactive approach by identifying opportunities to improve processes, service quality, and operational efficiency.
• Ensure adherence to all Bank policies, procedures, regulatory requirements, and compliance standards.
• Perform other related duties and special projects as assigned by the Branch Manager.

YOUR MAIN CHALLENGES

• Ensure customer satisfaction and uphold the Bank’s professional image by delivering personalized and efficient service.
• Promote the Bank’s products and services to strengthen customer relationships and loyalty.
• Serve as the first point of contact for clients by welcoming them and facilitating effective communication and assistance.

TRAINING AND REGULATORY COMPLIANCE REQUIREMENTS

• Attend all mandatory training within the first month of employment, including, but not limited to, BSA/AML/CTF and OFAC training, in accordance with the Bank’s policies and procedures.

PROFESSIONAL QUALIFICATIONS AND BUSINESS COMPETENCIES

• College degree preferred, with 1 to 2 years of customer service experience.
• Ability to effectively interact and communicate with various levels of management.
• Demonstrated experience in customer service.
• Proficiency with computer systems and digital tools, with the ability to quickly learn new technologies.
• Excellent interpersonal and communication skills, with a strong team-oriented approach.
• Ability to adapt to changing situations and work effectively in a dynamic environment.
• Strong organizational skills with the ability to manage multiple priorities and requests simultaneously while maintaining attention to detail.

Languages: French, English

Required skills: Brand Ambassadorship, Client-focused, Detail-oriented, Digital literacy, Driving Results, Empathy, Learning Agility, Oral Communication, Teamwork

In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits Pauline Poncel.