Senior Client Services Specialist: Banking Onboarding & Loans

City National Bank of Florida; Coral Gables (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health Coverage

401(k) with matching

Paid Time Off

Wellness resources

Job summary

City National Bank of Florida seeks 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 handling onboarding, regulatory compliance, and ongoing client servicing, coordinating with Electronic Banking, Treasury Management, and RMs to ensure timely, accurate processing in a fast-paced environment.

Qualifications

• 5–7 years of client service experience in financial services.
• Experience with loan servicing, depository, and treasury management products.
• Strong knowledge of banking regulations and compliance processes (KYC/EDD/BSA).
• Proficient in Microsoft Word, Excel, and Outlook.

Responsibilities

• Serve as primary client servicing contact for large Corporate, Real Estate, Business Banking, and Private Client Group clients.
• Process onboarding: open/maintain accounts, collect documents (DocuSign/in-person).
• Coordinate with Electronic Banking and Treasury Management on onboarding and training.
• Handle loan servicing tasks: advances, pay-downs, statements, escrows, and related items.
• Manage deposits and loan-related requests; resolve inquiries and ensure timely processing.
• Escalate unresolved issues to RM or supervisor as needed.

Skills

Client service

Communication

Multitask/Time management

Independent work

Problem solving

Education

Associate's Degree in Business or related field

Tools

DocuSign

Loan/Depository systems

Banking software

Job description

City National Bank of Florida seeks 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 handling onboarding, regulatory compliance, and ongoing client servicing, coordinating with Electronic Banking, Treasury Management, and RMs to ensure timely, accurate processing in a fast-paced environment.