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Client Service Professional
2 months ago
Overview:
- 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 (cashiers 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).
*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 Americas leading diversified financial services companies.
