CIT Group Inc.

Specialist IV - Client Banking Services

Job ID
# Positions
Job Family
Operations - Customer Service


Founded in 1908, CIT (NYSE: CIT) is a financial holding company with more than $65 billion in assets. Its principal bank subsidiary, CIT Bank, N.A., (Member FDIC, Equal Housing Lender) has more than $30 billion of deposits and more than $40 billion of assets. It provides financing, leasing and advisory services principally to middle market companies across a wide variety of industries primarily in North America, and equipment financing and leasing solutions to the transportation sector. It also offers products and services to consumers through its Internet bank franchise and a network of retail branches in Southern California, operating as OneWest Bank, a division of CIT Bank, N.A.


• Respond and resolve client inquiries with little to no supervision
• Prioritize customer service via telephone and email while maintaining the highest level of customer service and professionalism.
• Maintain knowledge of all bank products and services.
• Utilize established policies and procedures to mitigate risk, analyze and approve transactions.
• Open new accounts in accordance with compliance and established policies and procedures
• Implement and support Treasury Management products
• Assist with troubleshooting and/or assistance with walking through system functions for existing services.
• Assist with the implementation of all Treasury Management products.
• Prioritize implementations and ensure they are completed on time with minimal impact to the customer.
• Provide administrative support to the Treasury Management Sales process.
• Responsible for Treasury Management customer service issues.
• Responsible for identifying, researching, analyzing, and resolving simple and complex problems.


• A minimum of two years of experience in Treasury Management and customer service in related banking operations.
• Strong Customer Service skills
• Excellent written and verbal communication skills
• Knowledge of Treasury Management products.
• Strong general banking experience to include client service issues and overall bank operations.
• Excellent written and communication skills.
• Excellent attention to detail and accuracy; good organizational, research and follow-up skills.
• Proficient in Microsoft Word, Excel, Outlook.
• A high school diploma or equivalent is required; two years of college and an Associate degree is preferred.


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