Client Services Specialist - Temporary Worker

Client Services Specialist - Temporary Worker (3 Months)

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.

Principal Duties and Responsibilities:

• Assist with day-to- day client requests such as updating account information (data entry), completing new account forms and updates. 
• Proactively initiates contact with clients as needed to collect any pending information/documentation.
• Respond to client inquiries promptly via email, phone. Provide updates as necessary.
• Assist with large maintenance/project clean up i.e. document review/system review. Keep excellent tracking form
• Account Maintenance Project:
  • Ensure all project deliverables are completed, reviewed, and meet quality standards
  • Submit final outputs to stakeholders or clients as per agreed timelines
  • Compile and organize all project-related documentation for record-keeping
  • Address and resolve any last-minute issues or discrepancies
  • Communicate the project’s closure status, outcomes, and achievements to all stakeholders
  • Provide ongoing support as required, including answering questions or resolving issues related to the project.

• Responsible for uploading/scanning documents in WebDirector:

  • Organize and prepare documents for scanning or uploading, ensuring accuracy and completeness.

  • Operate scanning equipment to digitize physical documents.

  • Ensure all pages are scanned in proper order and with high-quality resolution.

  • Upload scanned or digital files to WebDirector promptly.

  • Verify that files are categorized correctly and tagged with appropriate metadata (e.g., client names, dates, or document types).

  • Review uploaded documents to confirm they are complete and legible.

  • Address any discrepancies or errors, re-scanning or re-uploading files as needed.

  • Coordinate with internal teams to prioritize document uploads or address specific requests.

  • Notify relevant stakeholders once documents have been successfully uploaded.

• Responsible for handling and processing all client requests or inquires related to Deposit accounts including but not limited to:

  • CIS maintenance changes.

  • Correcting CIP errors.

  • Close accounts, complete closing code reason.

  • Address changes.

  • Change of Signer maintenance (including the issuance and collection of all appropriate signature documents and disclosures as applicable).

  • Deposit Research – statements, check copies, balance inquiries, etc.

• Composes and types letters, emails, and other special reports related to clients’ needs.

• Organizes and maintains files on all clients for deposits & loans. Create customers’ folder and any subfolder (following template).

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

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

• Maintains confidentiality and keeps a professional demeanor at all times.

• Maintains compliance with established thresholds for Regulatory Excellence key risk indicators.

• Attends training and remains current on rules and regulations required to successfully perform the role.

• 2-5 years of client service experience, preferably in the financial service industry
• In-depth knowledge of banking products.
• Highly motivated self-starter.
• Must be proficient in: loan/depository systems.
• Proficient in Microsoft Word, Excel, and Outlook.
• Excellent verbal and written communication skills.
• Strong attention to detail and proven ability to multitask effectively.
• Excellent interpersonal skills, phone manners and customer service skills are essential.

• Associate's Degree in Business or related field - Required

• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCPhere.
• 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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