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Client Services Specialist-Senior

City National Bank of Florida • Coral Gables, FL, US • published 2026-10-02 15:58:45.725908

Description

Overview: The Client Services Specialist Senior is responsible for meeting the servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services. The role requires applying banking knowledge to effectively support clients and ensure that their needs are met in a timely and efficient manner while following banking procedures and regulatory requirements. This position requires the ability to manage multiple tasks in a fast\-paced environment while working independently with minimal supervision. Strong organizational and problem\-solving skills are essential to ensure that client expectations are consistently met. Principal Duties \& Responsibilities:* Accountable for ensuring client retention and satisfaction by efficiently by promptly and efficiently addressing all service requests and inquiries. * Initiates outreach to clients as needed to provide exceptional service, ensuring adherence to company policies and regulatory requirements. * Independently handles loan servicing requests, including advances, pay\-downs, statement and bill copies, billing issues, insuran...

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