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Job ID | 2024-5034 | Category | Orlando/Tampa | Type | Full-Time | Workplace policy | Hybrid |
The Client Services Specialist is responsible for meeting the servicing needs and expectations of the large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services. Must be able to work in a fast paced environment, multi-task, and work under minimal general supervision.
Principal Duties & Responsibilities:
Responsible for client retention and satisfaction by responding to all Deposit and Loan requests and inquiries in a timely and efficient manner.
Proactively initiates contact with clients as needed to provide superior service.
Responsible for handling loan servicing requests such as advances, pay-downs, copies of statements and bills, research on billing issues, insurance, escrows, flood insurance, etc.
Actively participates in the On-Boarding of new clients by opening and processing all types of accounts, products and/or services.
Serves as the client's primary servicing point of contact, maintaining thorough knowledge of the relationship:
a. Issuing and collecting appropriate Deposit account documents and disclosures.
b. Coordinating with Electronic banking, Treasury Management and debit card services to issue, implement and training as necessary.
c. Creates and maintains proper Households.
d. Set up in Analysis composites.
e. Refer new check order to PCG Support Team once specs have been collected
Responsible for ensuring Regulatory Excellence:
a. Making and inputting decisions on overdrafts (within their authorized limits).
b. The first client contact to collect missing signature cards and other applicable signature documents relating to new Deposit accounts.
c. The first client contact to satisfy BSA/RFI requests.
d. The first client contact to satisfy pending Loan Ticklers and late payments not related to a renewal of a loan.
e. Upload all account documentation to the appropriate areas
f. Escalate all unresolved issues related to the above mentioned tasks to the RM.
Completing Reg E disputes, resolving fraud, check disputes, check processing errors and all other activities related to the Aithent system.
Responsible for handling and processing all client requests or inquires related to Deposit accounts including but not limited to:
a. CIS maintenance changes.
b. Correcting CIP errors.
c. Close accounts, complete closing code reason.
d. Address changes.
e. Change of Signer maintenance (including the issuance and collection of all appropriate signature documents and disclosures as applicable).
f. Deposit Research - statements, check copies, balance inquires, etc.
Responsible for the proper disposition of all exception items from Deposit Operations related to the clients they service.
Composes and types letters, emails, and other special reports to support RMs.
Organizes and maintains files on all clients.
Maintains strong product knowledge.
Continually communicates with Relationship Managers regarding client activities, issues, and potential opportunities.
Participates in on-site client visits and relationship reviews.
Ensures compliance with the Bank's operational, regulatory, and security policies and procedures.
#LI-NB1
Full Time
Banking
$46k-61k (estimate)
04/13/2023
08/23/2024
cnb.com
LOS ANGELES, CA
3,000 - 7,500
1968
KELLY COFFEY
$1B - $3B
Banking
With $70.3 billion in assets, City National Bank provides banking, investment and trust services through locations in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis, Washington, D.C. and Miami*. In addition, the company and its investment affiliates manage or administer $81.3 billion in client investment assets. City National is a subsidiary of Royal Bank of Canada (RBC), one of North Americas leading diversified financial services companies. RBC serves more than 17 million personal, business, public sector and institutional clients thro...ugh offices in Canada, the United States and 34 other countries. For more information about City National, visit the companys website at cnb.com. *City National Bank does business in Miami and the state of Florida as CN Bank. Copyright 2021 City National Bank, CNB Member FDIC | All Rights Reserved Equal Housing Lender | NMLSR ID# 536994
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The job skills required for Client Services Specialist include Client Service, Customer Service, Written Communication, Teamwork, Attention to Detail, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Specialist positions, which can be used as a reference in future career path planning. As a Client Services Specialist, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Specialist. You can explore the career advancement for a Client Services Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Specialist job description and responsibilities
A Client Services Specialist also assists Account Managers to ensure a high level of customer service.
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Build and nurture strong personal relationships with clients.
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A positive attitude and the ability to build relationships with clients to provide non-technical problem resolution.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Specialist jobs
Communicate clearly with customers.
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Know how to close a conversation.
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Step 3: View the best colleges and universities for Client Services Specialist.