Account Support Officer

2 months ago

Beverly Hills, United States City National Bank Full time

Overview:

ACCOUNT SUPPORT OFFICER WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with Account Managers and clients of the Entertainment Division. They are the primary person providing proactive solutions, completing actions, and providing support to resolve operations issues that arise. In addition to being the primary contact for transitional solutions, they may advise clients of the most effective combinations of products and services for their individual situation. Actively engage in meaningful conversations with clients to ensure that solutions are provided that meet their ongoing business and operational needs. As the operational expert for the client, the Account Officer is positioned to proactively execute on the concepts developed by the Account Manager or Relationship Manager with minimal supervision. Is also instrumental as a liaison with other internal departments to provide the operational excellence to clients. What you will do
  • Responsible for client interaction and fulfillment for day-to-day operational needs, providing proactive and proper solutions and support. Responsible for the operational integrity of the assigned area of responsibility.
  • Uses knowledge of bank products and services to evaluate and suggest new opportunities for growth in relationships and recommends solutions to clients.
  • Follows-through with solutions designed and requested by Clients/Account Managers/Relationship Managers as determined to be correct.
  • Resolves problems, answers questions related to client accounts and utilization of bank products and services. Works with clients and/or business management firms to assist in operations areas. Works directly with clients in handling all areas of operations (e.g., Bus mgmt. firm disengagement, research, KYC completion, Cash Requests, Check Orders, TMOS requests, Fraud related Items, etc.) to free Relationship Teams from performing these duties. Provide accurate, timely and extensive information to all client inquiries and requests to ensure retention of existing profitable clients.
  • Resolves client complaints and takes appropriate action to prevent future problems. Performs follow-up necessary to resolve situations as they arise. Works with the Relationship Team to determine appropriate method(s) of approach.
  • Analyzes client needs in order to cross-sell a wide variety of Bank services. Directs clients to appropriate area within the Bank or to a member of the Relationship Team. Maintains complete knowledge of all banking products and services including technical proficiency with product utilization.
  • Participates in client call program with the Relationship Team.
  • Provides assistance and coverage for all operations-related activity within the department. Reviews and processes deposits. Prepares debit and credit entries to checking/saving accounts for transfers, loan payments, etc.
  • Maintains a proactive commitment to established Bank programs, KYC, BSA, AML, Community Reinvestment Act (CRA) and Affirmative Action.

Must-Have*

  • Minimum 2 years experience in client service, banking operations or relationship management support required.
  • Minimum 2 years experience in a banking or financial services environment required.
  • Minimum 2 years of experience with bank products and services (e.g. deposits, wealth management, cash management, international, etc.) required.

Skills and Knowledge

  • Colleagues typically have 3 - 5 years experience in banking operations and servicing or equivalent training
Compensation Starting base salary: $24.46 - $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 Americas leading diversified financial services companies.

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