Client Service Professional (Consumer and Business Banking)

---

Job description

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 2-3 years' experience in client service, banking operations or banking relationship management support required
Minimum 2-3 years' experience in a banking or financial services environment required Minimum 2-3 years' of experience with bank products and services (e.g
deposits, wealth management, cash management, international, etc.) required
Skills and Knowledge 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)
Compensation Starting base salary: $20.05 - $30.10 per hour
Exact compensation may vary based on skills, experience, and location
This job is eligible for bonus and/or commissions
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
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank is an equal opportunity employer committed to diversity and inclusion
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 law.' ABOUT CITY NATIONAL We start with a basic premise: Business is personal
Since day one we've always gone further than the competition to help our clients, colleagues and community flourish
City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today
City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies

<!– job description page –>