Customer Service Management Jobs at City National Bank of Florida with Visa Sponsorship
Customer Service Management roles at City National Bank of Florida sit at the intersection of financial services expertise and client relationship leadership. The bank has a history of sponsoring work visas for qualified professionals in this function, making it a realistic target for international candidates building a banking career in the U.S.
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Get Access To All JobsINTRODUCTION
The Wealth Management Services Specialist Senior is responsible for enhancing the client experience by servicing clients and providing operational, administrative, and client service support within the Wealth Management Department. The role will be integral in the onboarding of new clients, coordination of cash/non-cash movements, ongoing maintenance of client accounts and providing support to Wealth Advisors and Trust Officers. The Wealth Management Services Specialist Senior is also responsible for operational, compliance, and administrative functions within the Wealth Management Department. The role will also support BCI Securities in account opening and services required. The position may also support other department initiatives as required.
ROLE AND RESPONSIBILITIES
- Partner with Wealth Advisors and Trust Officers to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation.
- Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.).
- In partnership with Wealth Advisors provide excellent customer service to promote client retention.
- Collect appropriate documentation to set up new accounts, closing accounts and making changes to an account.
- Process account service requests and ensure appropriate documentation.
- Input data into Financial Planning tools as needed.
- Input orders within appropriate system and complete associated paperwork.
- Assist in the preparation of client reports and other materials for client meetings as well as creating reports for senior management.
- Maintain contact management systems with up-to-date key client information.
- Establishes/maintains client account files.
- Initiate and prepare correspondence to clients, co-executors, guardians and others.
- Responds to telephone inquiries from clients.
- Collaborates with Trust Officer or Wealth Advisor related to release of information and/or funds.
- Monitors daily cash balances of income and principal and ensures the prompt payment of bills, remittances, taxes, etc.
- Tracks daily transactions as needed.
- Processes incoming funds received at the bank.
- Processes and set up one-time or recurring payments.
- Ensures funds are coded correctly for tax reporting purposes.
- Works with Wealth Advisors and Trust Officers in the completion of formal account reviews.
- Prepares for regular audits and follows up on outstanding issues.
- Maintain account specific compliance and regulatory standards.
- Performing quality review of new and existing KYC profiles for Bank clients and provide maintenance as needed.
- Acts as partner to the Banker teams to assist with the KYC renewals process for existing clients.
- Support the team’s marketing strategy by maintaining marketing materials up to date and if needed help in planning client events and seminars.
- Assist with onboarding new members to the team.
- Maintain risk awareness and regulatory knowledge.
- Handle miscellaneous operational activities and projects as needed.
BASIC QUALIFICATIONS
- 2-4 years of client service experience, preferably in the financial service industry. Required
- In-depth knowledge of wealth and 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.
Education
- High School Diploma or GED equivalent.
- Associate's Degree in Business or related field.
- Bachelor's Degree in Business or related field.
- An equivalent combination of education and 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 talent.attraction@citynational.com.
INTRODUCTION
The Wealth Management Services Specialist Senior is responsible for enhancing the client experience by servicing clients and providing operational, administrative, and client service support within the Wealth Management Department. The role will be integral in the onboarding of new clients, coordination of cash/non-cash movements, ongoing maintenance of client accounts and providing support to Wealth Advisors and Trust Officers. The Wealth Management Services Specialist Senior is also responsible for operational, compliance, and administrative functions within the Wealth Management Department. The role will also support BCI Securities in account opening and services required. The position may also support other department initiatives as required.
ROLE AND RESPONSIBILITIES
- Partner with Wealth Advisors and Trust Officers to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation.
- Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.).
- In partnership with Wealth Advisors provide excellent customer service to promote client retention.
- Collect appropriate documentation to set up new accounts, closing accounts and making changes to an account.
- Process account service requests and ensure appropriate documentation.
- Input data into Financial Planning tools as needed.
- Input orders within appropriate system and complete associated paperwork.
- Assist in the preparation of client reports and other materials for client meetings as well as creating reports for senior management.
- Maintain contact management systems with up-to-date key client information.
- Establishes/maintains client account files.
- Initiate and prepare correspondence to clients, co-executors, guardians and others.
- Responds to telephone inquiries from clients.
- Collaborates with Trust Officer or Wealth Advisor related to release of information and/or funds.
- Monitors daily cash balances of income and principal and ensures the prompt payment of bills, remittances, taxes, etc.
- Tracks daily transactions as needed.
- Processes incoming funds received at the bank.
- Processes and set up one-time or recurring payments.
- Ensures funds are coded correctly for tax reporting purposes.
- Works with Wealth Advisors and Trust Officers in the completion of formal account reviews.
- Prepares for regular audits and follows up on outstanding issues.
- Maintain account specific compliance and regulatory standards.
- Performing quality review of new and existing KYC profiles for Bank clients and provide maintenance as needed.
- Acts as partner to the Banker teams to assist with the KYC renewals process for existing clients.
- Support the team’s marketing strategy by maintaining marketing materials up to date and if needed help in planning client events and seminars.
- Assist with onboarding new members to the team.
- Maintain risk awareness and regulatory knowledge.
- Handle miscellaneous operational activities and projects as needed.
BASIC QUALIFICATIONS
- 2-4 years of client service experience, preferably in the financial service industry. Required
- In-depth knowledge of wealth and 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.
Education
- High School Diploma or GED equivalent.
- Associate's Degree in Business or related field.
- Bachelor's Degree in Business or related field.
- An equivalent combination of education and 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 talent.attraction@citynational.com.
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Get Access To All JobsTips for Finding Customer Service Management Jobs at City National Bank of Florida Jobs
Align Your Credentials With Florida Banking Standards
Florida-licensed financial institutions often expect customer service managers to hold relevant certifications alongside a degree. Verify that your academic credentials translate clearly to U.S. equivalency standards before applying, since City National Bank of Florida may require documented proof during the offer stage.
Target Roles Where Specialty Occupation Is Clear
H-1B eligibility requires the position to qualify as a specialty occupation, meaning a specific bachelor's degree in a related field is the standard entry requirement. Customer service management roles in banking typically qualify when they require finance, business administration, or a closely related degree.
Research City National Bank of Florida's Open Roles on Migrate Mate
Browse active Customer Service Management listings at City National Bank of Florida using Migrate Mate, which filters specifically for visa-sponsoring employers in banking and financial services, so you're not wasting applications on roles with no sponsorship history.
Prepare for the LCA Stage Before Accepting an Offer
Once an offer is made, your employer must file a Labor Condition Application with the DOL before USCIS can process your H-1B petition. Understanding this sequence helps you ask the right questions during negotiations and avoid surprises in your start-date timeline.
Position Bilingual Skills as a Competitive Differentiator
City National Bank of Florida serves a large Spanish-speaking client base across South Florida. Fluency in Spanish alongside demonstrated customer service management experience in financial services makes your profile substantially stronger and directly relevant to what the bank's branches need most.
Customer Service Management at City National Bank of Florida jobs are hiring across the US. Find yours.
Find Customer Service Management at City National Bank of Florida JobsFrequently Asked Questions
Does City National Bank of Florida sponsor H-1B visas for Customer Service Managements?
Yes, City National Bank of Florida has sponsored H-1B visas for roles in its operations, including customer service management functions. Sponsorship is typically considered for qualified candidates where the position meets the specialty occupation standard, meaning a specific bachelor's degree in business, finance, or a related field is the standard requirement for the role.
How do I apply for Customer Service Management jobs at City National Bank of Florida?
Applications are submitted through City National Bank of Florida's careers portal. You can also find open Customer Service Management positions at the bank through Migrate Mate, which surfaces roles at employers with active visa sponsorship history. Tailor your resume to highlight client relationship management, team leadership, and any financial services compliance experience before submitting.
Which visa types are commonly used for Customer Service Management roles at City National Bank of Florida?
The most common visa pathways for this type of role are H-1B, TN (for Canadian and Mexican nationals in qualifying categories), and F-1 OPT or CPT for students in their practical training period. Longer-term candidates may eventually pursue EB-2 or EB-3 Green Card sponsorship through PERM labor certification, though that process typically follows several years of employment.
What qualifications does City National Bank of Florida expect for Customer Service Management roles?
Candidates generally need a bachelor's degree in business administration, finance, or a closely related field, along with demonstrated experience managing customer-facing teams in a regulated financial services environment. Familiarity with banking compliance requirements, strong communication skills, and bilingual proficiency in English and Spanish are frequently cited as valued qualifications given the bank's South Florida client base.
How long does the visa sponsorship process take for a role at City National Bank of Florida?
For H-1B sponsorship, the standard timeline runs from the April lottery registration to an October 1 start date, roughly six months from selection to employment eligibility. USCIS premium processing can reduce adjudication time to 15 business days after filing. If you're on F-1 OPT, your employer can file while your current authorization is valid, and cap-gap protections apply if needed.
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