Client Care Specialist

The Client Support department consists of of two primary operating units:Call Center Banking Center Support (5410) Cash Services and Total Bank (Online only). Each unit has defined operational responsibilities that are performed in accordance with the Banks established policies and procedures.

The Client Support Specialist is responsible for providing service and operational support to internal and external clients through inbound and outbound calls. Tasks involve operational procedural and application-related matters and are performed in alignment with departmental guidelines.

This is a task-driven position that requires adaptability attention to detail and the ability to perform repetitive and time-sensitive duties in a fast-paced environment. Some independent judgment may be applied within a clearly defined scope of responsibility and work is performed under supervision and according to standard procedures.

The role includes cross-training across the operational units within the Client Support department to promote flexibility and ensure consistent support coverage.

Principal Duties & Responsibilities:

• Answers inbound and places outbound calls taking appropriate action on each interaction including addressing client questions concerns or issues related to products and services.

• Delivers consistent client service and support via telephone email or in person with a focus on client satisfaction.

• Provides accurate responses by adhering to established policies procedures and regulatory requirements.

• Maintains adherence to quality assurance standards and participates in quality monitoring sessions as required.

• Offers detailed and accurate information about the banks products services policies and procedures.

• Identifies call trends or potentially suspicious activity and promptly notifies management and/or the Fraud Investigations Unit.

• Maintains working knowledge of digital banking applications branch systems and basic branch balancing processes.

• Meets performance targets including key performance indicators (e.g. average handling time first call resolution).

• Distinguishes between user error and technical issues; escalates concerns to management system administrators or Technical Services when appropriate.

• Ensures compliance with operational regulatory and security policies and procedures.

• Communicates effectively with other departments supporting teamwork and accurate information sharing.

• Follows department scheduling guidelines; reports attendance or schedule discrepancies to the Supervisor in a timely manner.

• Provides policy and procedure guidance related to trusts guardianships estates court orders and powers of attorney; escalates inquiries beyond procedural scope to the Supervisor.

• Opens case tickets in Elevate and routes requests to appropriate departments as needed.

• Maintains proficiency in digital banking functions (e.g. Zelle wires etc.).

• Completes assigned special tasks or projects as requested.

• Stays current on and adheres to all bank and departmental policies and procedures.

• 2 years of experience in client support customer service or operations
• Prior experience working in banking bank operations or a highly regulated industry is preferred but not required.

• Good verbal and written communication skills.

• Maintains a professional attitude and provides courteous customer service.

• Self-motivated and able to follow instructions.

• Basic knowledge of branch and digital banking software applications.

• Able to exercise sound judgment within clearly defined limits.

• Communicates effectively with team members and clients at various levels.

• Basic understanding of federal regulations related to AML BSA and OFAC.

• Keeps updated on regulatory changes relevant to the role.

• Able to work under pressure in a high call volume environment while maintaining service quality.

• Proficient with Microsoft Word Outlook and Excel.

• Follows oral and written instructions accurately.

• Adapts to changing situations and maintains a positive approach.

• Works effectively in a fast-paced setting and manages time well.

• Pays close attention to detail to ensure accuracy in all tasks.

• High School Diploma or GED equivalent.
• An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.

City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race color religion sex pregnancy national origin age disability genetic information protected veteran status or any other status protected under federal state or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department .