Company: City National Bank
Location: Los Angeles, CA
Career Level: Associate
Industries: Banking, Insurance, Financial Services
Description
Client Service Professional - Consumer and Business Banking (Onboarding)
WHAT IS THE OPPORTUNITY?
Performs day-to-day servicing for respective team and clients. Works directly with clients in all areas of deposit and credit operations (new accounts, wires, transfers, account activity, online banking etc.) Provides clients with accurate, timely and detailed information to ensure quality service and client retention. Resolves client inquires/complaints and identifies "root cause" of errors/discrepancies identified. Relieves Relationship Manager from performing account specific servicing tasks.
What you will do
- Acts as primary liaison between client and all areas of the bank. Perform follow-up with all clients to ensure completion and satisfaction.
- Introduce clients to appropriate area within Bank, maintain knowledge of bank products and services.
- Ensure early identification and proper escalation of potential risk to appropriate level of authority.
- Uses knowledge of bank products and services to evaluate new opportunities for growth in relationships and recommending beneficial solutions to clients/prospects.
- Is dedicated to meeting the expectations and requirements of internal and external clients; gets first-hand client information and uses it for improvements in products and services; acts with clients in mind; establishes and maintains effective relationships with clients and gains their trust and respect. Resolves problems, answers questions related to client accounts and utilization of bank products and services.
- Resolves client complaints and takes appropriate action to prevent future problems. Contacts clients regarding overdrafts (or other related problems) and performs follow-up necessary to resolve situation. Determines appropriate method of approach.
- Analyzes client needs in order to recommend appropriate solutions/benefits to clients/prospects.
- Leads and manages internal service process including outbound calling efforts to clients/prospects.
- Coordinate branch facilitated requests (cashier's checks, cash orders, FX, etc.)
- Fraud reporting.
- Is considered a subject matter expert in operations policies, procedures, and applicable regulatory requirements.
- This person will support sales colleagues to build and maintain client relationships.
- Will support multiple sales teams.
Required Work Experience
- Bachelor's Degree or equivalent
- Minimum 5 years' experience in client service, banking operations or banking relationship management support required.
- Minimum 5 years' experience in a banking or financial services environment required
- Minimum 5 years' of experience with bank products and services (e.g. deposits, wealth management, cash management, international, etc.) required.
Skills and Knowledge
- Prior Business Banking experience helpful
- Knowledge of Bank policies and procedures and regulatory compliance.
- Knowledge of Bank products and services.
- Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires).
- problem solving skills.
- Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels.
- Strong organizational and time management skills and ability to prioritize work.
- Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook).
*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks. ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
*City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit cnb.com. EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at (213) 673-9139. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
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