Client Service Specialist - Lakewood, NJ

Metropolitan Commercial Bank (“MCB” or the “Bank”) is a New York City–based, full-service commercial bank providing tailored banking solutions to businesses, institutions, and individuals. Founded in 1999, MCB operates banking centers in Manhattan and Boro Park, Brooklyn, within New York City, as well as in Great Neck on Long Island, New York, and Lakewood, New Jersey. The Bank recently expanded to Miami, Florida with their newest Brickell banking center. 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 for its financial performance, innovation, and strategic growth, including being named one of Newsweek’s Best Regional Banks in 2024 and 2025.

About the role

The Client Service Specialist is responsible for performing routine branch and customer service duties. This role serves as the primary liaison for customers in situations requiring research and follow-up, identifying client needs, and generating sales leads for additional service or product opportunities. Premier servicing skills and excellent oral and written communication skills are required.

Responsibilities

• Resolve client-based inquiries and concerns, including but not limited to reconciliation of statements, card re-pins, card lockouts, balance inquiries, error corrections, and other customer service issues posed by clients or employees.
• Perform clerical duties, order products, and set up services for clients.
• Assist manager(s) and/or Relationship Managers in operational duties, including external business meetings at a client’s office.
• Attend external events and expos.
• Complete other related tasks and projects as directed by management.

Requirements

• 1+ years of customer service experience in a bank environment.
• Strong ability to understand risk.
• Serve as a liaison between customers and the financial institution.
• Communicate regularly with clients to build and maintain strong relationships.
• Document all client interactions and maintain accurate records.
• Stay updated on bank policies, financial trends, and regulatory requirements.
• Collaborate with other bank staff to ensure excellent customer service.
• Flexibility to work branch hours.
• Driven by a passion and curiosity to continuously learn how various technological systems, including AI, can enhance your work.

Pay

Potential salary: $60,000 - $65,000 annually. This range reflects base wages and does not include benefits, bonus, or incentive pay. Final offer amounts are determined by multiple factors including candidate experience and expertise.