Client Service Specialist

Metropolitan Commercial Bank (MCB) is a New York City–based, full‑service commercial bank founded in 1999. It operates banking centers in Manhattan, Boro Park (Brooklyn), Great Neck (Long Island), Lakewood (New Jersey), and recently expanded to Brickell, Miami, Florida. MCB offers a comprehensive suite of commercial, business, and personal banking products and services to small businesses, middle‑market and corporate enterprises, private and public institutions, municipalities, and local government entities. The bank has earned national recognition, including Newsweek’s Best Regional Banks (2024 & 2025) and the Banking Tech Awards USA Editor’s Choice for Digital Onboarding & Omnichannel Banking.

Position Summary

The Client Service Specialist provides high‑quality, personalized service to retail banking clients and supports day‑to‑day branch operations. The role develops client relationships, identifies opportunities to attract and deepen relationships, and partners with Relationship Managers, Market Sales Managers, and other banking teams to deliver a seamless client experience. The specialist is the primary point of contact for acquisition of new accounts, attends expos and events, services accounts, performs transactions, supports digital banking, provides product information, and helps ensure compliance with bank policies and regulatory requirements.

Responsibilities

• Business Development & Client Retention: Identify opportunities to acquire new clients and expand relationships; participate in client outreach, branch events, and community activities; generate quality referrals and collaborate with banking partners; support client retention through responsive, relationship‑focused service.
• Client Service & Account Support: Provide proactive service support; understand client needs and refer appropriate products; follow up on requests for timely resolution; assist with client onboarding and account maintenance; resolve inquiries such as statement reconciliation, card re‑PINs, lockouts, balance inquiries, and error corrections; assist managers or Relationship Managers with operational duties, including external business meetings; complete other related tasks and projects as directed.
• Digital Banking & Product Support: Assist clients with online and mobile banking enrollment and navigation; educate clients on digital banking capabilities and self‑service options.
• Risk, Compliance & Operational Controls: Follow bank policies, procedures, internal controls, and applicable laws and regulations; complete required customer identification, account documentation, and due diligence; identify and escalate suspicious, fraudulent, or unusual activity; protect confidential client and bank information; complete required training and stay current on regulatory and compliance requirements.

Qualifications & Skills

• College degree or relevant experience.
• 5+ years of proven customer service experience in a banking environment.
• Solid understanding of deposit operations and teller policies and procedures.
• Strong ability to understand risk and serve as a liaison between clients and the bank.
• Ability to understand client financial needs and goals and explain relevant bank products and services.
• Experience assisting clients with opening and managing accounts and resolving account issues.
• Ability to document client interactions and maintain accurate records.
• Knowledge of bank policies, financial trends, and regulatory requirements.
• Strong collaboration and customer service skills.
• Flexibility to work branch hours.
• Passion and curiosity to continuously learn how technological systems, including AI, can enhance the work performed.

Pay

Potential Salary: $60,000 – $75,000 annually (base wages only; does not include benefits, bonus, or incentive pay). Salary bands are wide to reflect factors such as seniority, performance, experience, education, and other lawful, non‑discriminatory considerations.