- Miami, Florida, United States
- On-site
- Full-time · Senior
- 5–7 years
The Client Services Specialist Senior is responsible for meeting the servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services.
Responsibilities
- Accountable for ensuring client retention and satisfaction by addressing all service requests and inquiries.
- Initiates outreach to clients to provide exceptional service.
- Independently handles loan servicing requests, including advances, pay-downs, statement and bill copies, billing issues, insurance, escrows, and flood insurance.
- Manages the onboarding of new clients by opening and processing all type of account, products, and services.
- Issues, collects, and reviews required deposit account documents and disclosures via DocuSign or in-person collection.
Requirements
- Associate's Degree in Business or a related field