Senior Banking Client Services & Onboarding

City National Bank (CNB); Florida; On-site; USD 70,000 - 110,000; Full time

Job summary

City National Bank of Florida is seeking a Senior Client Services Specialist to support large Corporate, Real Estate, Business Banking, and Private Client Group clients with Depository, Loan, and Treasury Management services. The role requires applying banking knowledge to deliver timely, compliant service.

You will manage onboarding, loan servicing tasks, and ongoing client interactions, coordinating with RMs and cross-functional teams while upholding regulatory requirements and ensuring

Qualifications

• 5-7 years of experience in client service within financial services.
• In-depth expertise in loan servicing, depository, and treasury management products.
• Ability to work independently in a high-pressure environment while ensuring client satisfaction.
• Proficient in using loan/depository systems and banking software for processing transactions and resolving issues.
• Advanced MS Word, Excel, and Outlook for reports and communication.

Responsibilities

• Ensure client retention and satisfaction by addressing service requests and inquiries promptly.
• Onboard new clients by opening and processing all account types, products, and services.
• Handle loan servicing tasks including advances, pay-downs, statements, and related items with accuracy.
• Coordinate onboarding status with Electronic Banking and Treasury Management teams.
• Maintain client data, perform KYC/AML checks, and ensure regulatory compliance.

Skills

Client service

Banking knowledge

Loan servicing

Microsoft Office

Regulatory compliance

Independent work

Communication skills

Education

Associate's Degree in Business or related field

Tools

Loan/depository systems

Banking software

Job description

City National Bank of Florida is seeking a Senior Client Services Specialist to support large Corporate, Real Estate, Business Banking, and Private Client Group clients with Depository, Loan, and Treasury Management services. The role requires applying banking knowledge to deliver timely, compliant service.

You will manage onboarding, loan servicing tasks, and ongoing client interactions, coordinating with RMs and cross-functional teams while upholding regulatory requirements and ensuring