Client Service Specialist - Lakewood, NJ at Metropolitan Commercial Bank

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Oct, 26

Salary

65000.0

Posted On

21 Jul, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Banking Operations, Risk Management, Client Relationship Management, Oral Communication, Written Communication, AI Fluency, Financial Record Keeping, Sales Lead Generation, Problem Solving

Industry

Banking

Description

Come Work With Us: 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. Metropolitan Commercial Bank 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. The Bank was named one of Newsweek’s Best Regional Banks in 2024 and 2025. Additionally, MCB recently received Editor’s Choice recognition at the Banking Tech Awards USA for Digital Onboarding & Omnichannel Banking and in 2026, the Bank earned Great Place To Work certification and received the Web Award Standard of Excellence for MCBankNY.com. We are a client-focused organization that values technological innovation and excellence. A strong technical mindset, AI fluency, and adaptive skills are essential for our employees to effectively contribute to our mission and drive our success. We foster human–AI teaming and strong governance to ensure technology is used responsibly and in alignment with Bank policies and procedures. For more information about the Bank, please visit the Bank’s website at MCBankNY.com. Position Summary: The Client Service Specialist is responsible for performing routine branch and customer service duties. Process consumer and commercial checking and savings deposits, process loan payment, cash checks and savings withdrawals. Primary liaison for customers in situations requiring research and follow-up. Identify client needs and generate sales leads for additional service/product opportunities. Requires premier servicing skills in addition to utilizing excellent oral and written communication skills. Essential Functions & Responsibilities Resolve client-based inquiries and concerns (including but not limited to reconciliation of statements, card re-pins, card lock outs, balance inquiries, error corrections, all other customer services issues posed by clients or employees) Perform clerical duties Order products & set up services for clients Assist manager(s) and or Relationship Manager in any operational duties, including external business meetings at client’s office. Attending External events and Expo’s Complete other related tasks & projects as directed by management Qualifications & Skills: 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 the work that you do. Potential Salary: $60,000 - $65,000 annually This salary range reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here. Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. MCB maintains a drug free workplace.

Responsibilities

The Client Service Specialist handles routine branch operations, including processing deposits, withdrawals, and loan payments. They serve as the primary liaison for customer inquiries and identify opportunities to generate sales leads for bank products.