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Company: City National Bank
Location: Los Angeles, CA
Career Level: Associate
Industries: Banking, Insurance, Financial Services

Description

CLIENT SERVICE PROFESSIONAL - CONSUMER AND BUSINESS BANKING

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 WILL YOU 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.
WHAT DO YOU NEED TO SUCCEED? Required Qualifications*
  • 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
Additional Qualifications
  • 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).

WHAT'S IN IT FOR YOU? Compensation Starting base salary: $59,467 - $94,975 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
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 including:
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.


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