Customer Service Management Jobs at City National Bank of Florida with Visa Sponsorship
Customer Service Management jobs 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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Think BIG. Achieve More. At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us!
Overview
The Wealth Management Services and Operations Manager is responsible for managing the operational and client service functions within the Wealth Management division. This position oversees daily workflows, enforces regulatory compliance, and directs service execution for high-net-worth clients. The role ensures operational accuracy across portfolio management, financial modeling, trading, reporting, trust systems, cash movements, and vendor relationships. It also manages the interface between front-office advisors and back-office operations to ensure consistent execution and adherence to internal standards. The position includes responsibility for both daily operations and strategic initiatives that impact service delivery and operational efficiency.
- Lead the Services and Support team, providing day-to-day oversight, coaching, performance feedback, and professional development to maintain service standards and team engagement.
- Oversee daily operational activities including client onboarding, account setup, transfers, account maintenance, correspondence, inflows/outflows, overdraft resolution, and daily reconciliation.
- Direct operational execution of fund release requests and related transactions in Trust and Wealth Administration in partnership with Trust Officers and Wealth Advisors.
- Oversee cross-functional operational processes involving advisors, portfolio managers, compliance, and finance teams to ensure procedural accuracy and regulatory adherence.
- Manage onboarding, maintenance, and closure of trust and investment accounts in accordance with regulatory and internal standards.
- Oversee preparation and execution of loan documentation across consumer, commercial, and real estate transactions, including due diligence, title review, and coordination with legal and title partners.
- Supervise processing of incoming funds, remote deposits, and ACH payment setups, ensuring timely reconciliation and reporting.
- Monitor daily cash balances, resolve overdrafts, and ensure proper tax coding and reporting.
- Administer agency accounts and ensure compliance with applicable regulatory requirements.
- Oversee KYC profile reviews and ensure timely completion of renewals and due diligence activities.
- Manage vendor and technology relationships to resolve operational issues and maintain service continuity.
- Provide subject matter expertise on wealth management systems, reporting tools, and platform training for internal stakeholders.
- Analyze business performance, compliance, and operational reports to identify trends and recommend improvements.
- Lead department-level initiatives, including strategic projects such as the U.S. Wealth Project.
- Maintain audit readiness and prepare responses for internal and external audits.
- Promote adherence to organizational values and ensure team accountability, recognition, and cross-training.
- Monitor staffing needs, manage overtime in compliance with FLSA standards, and allocate duties to maintain workflow continuity.
- Maintain compliance with internal policies and applicable regulatory requirements (e.g., OCC).
- Develop, implement, and improve operational policies, procedures, and quality assurance measures.
- Participate in strategic planning and communicate regularly with leadership to align departmental goals and priorities.
- Remain current on platform changes, policy updates, and best practices through leadership forums and internal communications.
- Execute additional assignments and projects as directed by management.
Qualifications
- 10+ years of trust administration, financial services or accounting experience.
- 2-4 years of experience in a managerial role.
- Strong understanding of the wealth management industry, investment products, financial regulations, and custodial platforms such as FIS/Reliance and Charles Schwab.
- Working knowledge of trust accounting platforms including FIS, Advantage, Pershing, or SunGard.
- Familiarity with consumer protection and compliance regulations applicable to financial services.
- Knowledge of collateral control and loan servicing requirements.
- Experience with financial systems and documentation platforms such as Fiserv, Laser Pro, and Lawyer Pro.
- Experience developing and implementing operational policies and procedures.
- Familiarity with Envestnet TAMP.
- Proficiency in CRM systems and Microsoft Office Suite.
- Effective written and verbal communication skills.
- Strong organizational and documentation skills.
- Attention to detail and accuracy in operational execution.
- Ability to contribute to strategic planning and departmental goal alignment.
- Ability to manage competing priorities in a regulated, deadline-driven environment.
- Ability to operate in a team-based environment with a focus on service consistency.
- Ability to handle confidential information and sensitive data with discretion.
Education
Bachelor's Degree in Business, Finance or related, required. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
Certifications
Certified Financial Planner (CFP), preferred.
Certified Fiduciary & Investment Risk Specialist (CFIRS), or similar designation, preferred.
Certified AML & Fraud Professional (CAFP), Certified Regulatory Compliance Manager (CRCM), or Certified Trust & Financial Advisor (CFTA), or similar designations, a plus.
Completion of Florida Trust School, a plus.
Benefits & Perks
We offer a competitive benefits package designed to support your success:
- Health Coverage: Medical, dental, and vision plans with employer contributions.
- Retirement Savings: 401(k) with matching.
- Paid Time Off & Holidays: Generous PTO and paid holidays.
- Wellness Support: Access to mental health and financial wellness resources.
Join City National Bank of Florida. The possibilities are endless.
Special Information To Candidates
Equal Opportunity
City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.
Interview Guidelines
To ensure a fair and consistent interview process, applicants are not permitted to use AI-enabled devices during interviews, including AI glasses or similar wearable technology that can record, transmit, or generate real-time information. Applicants who require a reasonable accommodation to participate in the interview process should contact talent.attraction@citynational.com in advance of the interview to submit an accommodation request. City National Bank of Florida will engage in the interactive process and provide reasonable accommodations in accordance with applicable law.
About us
Think BIG. Achieve More. At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us!
Overview
The Wealth Management Services and Operations Manager is responsible for managing the operational and client service functions within the Wealth Management division. This position oversees daily workflows, enforces regulatory compliance, and directs service execution for high-net-worth clients. The role ensures operational accuracy across portfolio management, financial modeling, trading, reporting, trust systems, cash movements, and vendor relationships. It also manages the interface between front-office advisors and back-office operations to ensure consistent execution and adherence to internal standards. The position includes responsibility for both daily operations and strategic initiatives that impact service delivery and operational efficiency.
- Lead the Services and Support team, providing day-to-day oversight, coaching, performance feedback, and professional development to maintain service standards and team engagement.
- Oversee daily operational activities including client onboarding, account setup, transfers, account maintenance, correspondence, inflows/outflows, overdraft resolution, and daily reconciliation.
- Direct operational execution of fund release requests and related transactions in Trust and Wealth Administration in partnership with Trust Officers and Wealth Advisors.
- Oversee cross-functional operational processes involving advisors, portfolio managers, compliance, and finance teams to ensure procedural accuracy and regulatory adherence.
- Manage onboarding, maintenance, and closure of trust and investment accounts in accordance with regulatory and internal standards.
- Oversee preparation and execution of loan documentation across consumer, commercial, and real estate transactions, including due diligence, title review, and coordination with legal and title partners.
- Supervise processing of incoming funds, remote deposits, and ACH payment setups, ensuring timely reconciliation and reporting.
- Monitor daily cash balances, resolve overdrafts, and ensure proper tax coding and reporting.
- Administer agency accounts and ensure compliance with applicable regulatory requirements.
- Oversee KYC profile reviews and ensure timely completion of renewals and due diligence activities.
- Manage vendor and technology relationships to resolve operational issues and maintain service continuity.
- Provide subject matter expertise on wealth management systems, reporting tools, and platform training for internal stakeholders.
- Analyze business performance, compliance, and operational reports to identify trends and recommend improvements.
- Lead department-level initiatives, including strategic projects such as the U.S. Wealth Project.
- Maintain audit readiness and prepare responses for internal and external audits.
- Promote adherence to organizational values and ensure team accountability, recognition, and cross-training.
- Monitor staffing needs, manage overtime in compliance with FLSA standards, and allocate duties to maintain workflow continuity.
- Maintain compliance with internal policies and applicable regulatory requirements (e.g., OCC).
- Develop, implement, and improve operational policies, procedures, and quality assurance measures.
- Participate in strategic planning and communicate regularly with leadership to align departmental goals and priorities.
- Remain current on platform changes, policy updates, and best practices through leadership forums and internal communications.
- Execute additional assignments and projects as directed by management.
Qualifications
- 10+ years of trust administration, financial services or accounting experience.
- 2-4 years of experience in a managerial role.
- Strong understanding of the wealth management industry, investment products, financial regulations, and custodial platforms such as FIS/Reliance and Charles Schwab.
- Working knowledge of trust accounting platforms including FIS, Advantage, Pershing, or SunGard.
- Familiarity with consumer protection and compliance regulations applicable to financial services.
- Knowledge of collateral control and loan servicing requirements.
- Experience with financial systems and documentation platforms such as Fiserv, Laser Pro, and Lawyer Pro.
- Experience developing and implementing operational policies and procedures.
- Familiarity with Envestnet TAMP.
- Proficiency in CRM systems and Microsoft Office Suite.
- Effective written and verbal communication skills.
- Strong organizational and documentation skills.
- Attention to detail and accuracy in operational execution.
- Ability to contribute to strategic planning and departmental goal alignment.
- Ability to manage competing priorities in a regulated, deadline-driven environment.
- Ability to operate in a team-based environment with a focus on service consistency.
- Ability to handle confidential information and sensitive data with discretion.
Education
Bachelor's Degree in Business, Finance or related, required. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
Certifications
Certified Financial Planner (CFP), preferred.
Certified Fiduciary & Investment Risk Specialist (CFIRS), or similar designation, preferred.
Certified AML & Fraud Professional (CAFP), Certified Regulatory Compliance Manager (CRCM), or Certified Trust & Financial Advisor (CFTA), or similar designations, a plus.
Completion of Florida Trust School, a plus.
Benefits & Perks
We offer a competitive benefits package designed to support your success:
- Health Coverage: Medical, dental, and vision plans with employer contributions.
- Retirement Savings: 401(k) with matching.
- Paid Time Off & Holidays: Generous PTO and paid holidays.
- Wellness Support: Access to mental health and financial wellness resources.
Join City National Bank of Florida. The possibilities are endless.
Special Information To Candidates
Equal Opportunity
City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.
Interview Guidelines
To ensure a fair and consistent interview process, applicants are not permitted to use AI-enabled devices during interviews, including AI glasses or similar wearable technology that can record, transmit, or generate real-time information. Applicants who require a reasonable accommodation to participate in the interview process should contact talent.attraction@citynational.com in advance of the interview to submit an accommodation request. City National Bank of Florida will engage in the interactive process and provide reasonable accommodations in accordance with applicable law.
Tips for Finding Customer Service Management Jobs at City National Bank of Florida
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.
Factor in OPT Cap-Gap If You're on F-1 Status
If your F-1 OPT expires before your H-1B takes effect on October 1, the cap-gap rule extends your work authorization automatically. Confirm your OPT end date against the H-1B timeline so there's no gap in your employment at City National Bank of Florida.
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.
Frequently 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 visa (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.