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New Account Services Specialist Senior

2 months ago

Los Angeles, California, United States City National Bank Full time

NEW ACCOUNT SERVICES SPECIALIST SENIOR
WHAT IS THE OPPORTUNITY?
This position will work closely with various departments throughout the bank to assist and fulfill new account requests for bank clients. Responsible to maintain the highest level of confidentiality regarding all sensitive, confidential and proprietary bank information. Ensures operational integrity of deposit accounts and processes transactions according to bank policies and procedures while in compliance with legal and regulatory requirements.
What you will do

  • Opens and maintains new deposit accounts for assigned groups. Ensures that all account information is booked properly and that all data input and proper documentation is obtained and processed with operational integrity in an accurate and timely manner.
  • Opens and maintains new accounts. Provides accurate information requested by client. Explains and reviews all account documentation and assumes responsibility for proper documentation execution.
  • Provides applicable disclosure brochures and other information regarding regulations and procedures of the bank and the federal government to new and potential clients.
  • Sets up and implements new account data on the computer system and collects and maintains proper documentation to support newly established account relationships. Reviews documents for quality, accuracy, and completeness prior to filing. Assists in following up on any missing documentation.
  • Ensures that all accounts opened are done according to established bank policies and procedures, as well as applicable regulations.
  • Develops and builds relationships within CNB to facilitate service issues and opportunities for customers and prospects.

Must-Have*

  • Minimum 4 years of new account experience
  • Minimum 4 years of customer service experience

Skills and Knowledge

  • Self-starter with the ability to perform in a fast paced high volume environment
  • Specialized Knowledge in assigned duties and on all areas of expertise
  • Communicate complex and sensitive information
  • Analyze and make sound decisions
  • Work independently. Seen as a "go to person"
  • May provide guidance to junior colleagues
  • Team player
  • Initiative to provide user feedback to support process improvements
  • Ability to adapt to changes in the work environment
  • Ability to manage competing demands, accepts criticism and feedback
  • Ability to change approach or method to best fit the situation and takes responsibility for own actions

Compensation
Starting base salary: $ $36.69 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.