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About the Role

The Client Service Specialist is responsible for performing routine branch and customer service duties, processing deposits, loan payments, and cashing checks. This role serves as the primary liaison for customers requiring research and follow-up, identifying client needs, and generating sales leads for additional service/product opportunities. It requires premier servicing skills and excellent oral and written communication.

Responsibilities

Resolve client-based inquiries and concerns, including statement reconciliation, card re-pins, card lockouts, balance inquiries, and error corrections.
Perform clerical duties.
Order products and set up services for clients.
Assist manager(s) and/or Relationship Manager in operational duties, including external business meetings at 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 the work that you do.

Skills

Premier servicing skills
Excellent oral and written communication skills
Understanding risk
Client relationship management
Documentation and record keeping
Knowledge of bank policies, financial trends, and regulatory requirements
Collaboration
Technological aptitude
AI fluency

Location

New York City, NY
Boro Park, Brooklyn, NY
Great Neck, NY
Lakewood, NJ
Miami, FL

Work Type

Onsite
Full-time

Experience Level

1+ years

Salary/Compensations

$60,000 - $65,000 annually

About the Company

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.
MCB maintains a drug free workplace.

Equal Opportunity

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.