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International Client Services Specialist

City National Bank of Florida
Miami, FL Other
POSTED ON 11/16/2023 CLOSED ON 4/3/2024

What are the responsibilities and job description for the International Client Services Specialist position at City National Bank of Florida?

Overview

The International Client Services Specialist Senior is responsible for performing high level client support for the Bank's Personal & Business Banking area, servicing and enhancing existing International Personal Banking client relationships and develop relationships with new clients, personal and business. In addition to completing regulatory documentation of highly responsible and confidential nature.

 

Principal Duties and Responsibilities:

  • Ensures assigned branches/areas of responsibility are fully covered and serviced at all times and provides Best Class client experience.

  • Ensures compliance with the Bank’s operational and security policies and procedures.

  • Services the client and assists with a variety of daily inquiries related to their accounts.

  • Provides written responses to BSA compliance inquiries regarding client background and account activity in relation to anticipated and/or unusual account activity

  • Opens/closes all types of accounts and processes all CIS changes, etc.

  • Processes stop payments and internal transfers requests. (within authorized limits).

  • Creates and approves both domestic and foreign wire transfers, (within authorized limits).

  • Independently corresponds with clients about important matters.

  • Organizes and maintains confidential files on all clients.

  • Maintains strong product and system knowledge.

  • Cross sells bank products as needed and refers to other departments of the Bank for Lending and Treasury Management.

  • Effectively communicates with other departments within the Bank, fully understanding the importance of teamwork and communication.

  • Contacts account officer and clients as needed.

  • Prepares special reports. Independently analyzes, determines trends, presents to management and makes recommendations.

  • Participates in client meetings with and account officer, as needed.

Qualifications

  • 2-4 years of teller experience.
  • Excellent client service and cash handling experience.
  • Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary. Strong sales experience background.

  • Must have proven abilities in needs-based sales and high-level client servicing skills.

  • Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately.

  • Able to accurately handle the most complex transactions efficiently.

  • Be security conscious, accurate and attentive to detail.

  • Should have an understanding of compliance with Federal & State laws governing teller areas.

  • A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required.

 

Education

  • High school graduate or GED equivalent

Special Instructions to Candidates

  • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
  • Please view Equal Employment Opportunity Posters provided by OFCCP here.
  • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
  • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at employment@citynational.com. 
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