Client Services Specialist – City National CM (Tampa)

by | Oct 3, 2017 | Job Opportunities

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. Provides general administrative and sales support to the Market Executive and Relationship Managers. Administrative support may include scheduling, correspondence, reporting and other projects as assigned. Sales support may include monitoring and updating internal systems, reporting and preparing sales presentation materials as necessary. Act as a liaison with internal partners such as customer care, legal, credit, etc. to address and resolve complicated transactions and issues. Must be able to work in a fast paced environment, multi-task, and work under minimal general supervision.

  • Associate degree in Business or related field and minimum two years of client service experience, preferably in the financial service industry.
  • In-depth knowledge of banking products.
  • Highly motivated self-starter. Must possess excellent writing skills.
  • Must be proficient in: Microsoft Office and loan/depository systems.

You must have a valid driver’s license and must have the ability to independently visit clients in our entire banking area sometimes with little or no notice. External client interaction (meetings, networking etc), sales activities, accomplishment of goals, accuracy and regulatory compliance are critical functions of this job.

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