Client Relationship Associate
6 days ago
The Client Service Professional role at City National Bank requires a dedicated individual to provide exceptional service to clients and support the sales teams in building and maintaining relationships. As the primary liaison between clients and various bank areas, this professional will perform follow-up with clients to ensure satisfaction and completion of tasks.
This position is ideal for someone with experience in banking operations, client service, or relationship management support. A bachelor's degree and minimum 2-3 years of experience are required. The ideal candidate should possess knowledge of bank policies, procedures, and regulatory compliance, as well as solid problem-solving skills and strong communication abilities.
Key Responsibilities- Act as primary liaison between clients and bank areas, providing accurate and timely information to ensure quality service and client retention.
- Perform follow-up with clients to ensure completion and satisfaction, and introduce them to appropriate bank areas.
- Ensure early identification and proper escalation of potential risks to the appropriate level of authority.
- Use knowledge of bank products and services to evaluate new opportunities for growth in relationships and recommend beneficial solutions to clients and prospects.
- Bachelor's degree or equivalent
- Minimum 2-3 years of experience in client service, banking operations, or relationship management support
- Knowledge of bank policies and procedures, as well as regulatory compliance
- Solid problem-solving skills and strong communication abilities
The estimated salary for this position is $52,578 - $73,489 per year, based on the title, job description, and location. This role is eligible for bonus and/or commissions.
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Client Relationship Specialist
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