Client Service Specialist - Lakewood, NJ
About The Position
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.
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.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
