Senior Specialist in Account Services

2 weeks ago


Newark, Delaware, United States City National Bank Full time

Position Overview:
This role is pivotal in collaborating with multiple departments within the bank to effectively manage and execute client offboarding requests.

Key Responsibilities:
- Maintain the utmost confidentiality regarding sensitive and proprietary bank information.
- Ensure the operational integrity of deposit accounts and execute transactions in accordance with bank policies and legal regulations.
- Oversee all facets of client relationship offboarding, including:
- Closing client accounts
- Dispatching legal correspondence
- Updating status codes
- Purging client records

What You Will Do:
- Process client offboarding requests pertaining to risk, legal, and regulatory matters.
- Execute account closures, accurately update client records, and ensure proper documentation is obtained and processed in a timely manner.
- Maintain precise records of assignments, closures, and status updates.
- Foster and cultivate relationships within City National Bank to enhance service delivery for clients and prospects.

Qualifications:
- Minimum of 4 years of experience in new account management.
- At least 4 years of customer service experience.

Skills and Knowledge:
- Self-motivated with the ability to thrive in a fast-paced, high-volume environment.
- Specialized knowledge in relevant duties and areas of expertise.
- Ability to communicate complex and sensitive information effectively.
- Strong analytical skills to make sound decisions independently.

Additional Attributes:
- Recognized as a reliable resource by colleagues.
- Ability to provide guidance to junior team members.
- Team-oriented with a proactive approach to process improvements.
- Adaptability to changing work environments and competing demands.

Compensation:
Starting base salary: $36.69 per hour. Compensation may vary based on skills, experience, and location. This position is eligible for bonuses and/or commissions.

Benefits and Perks:
City National Bank is committed to offering exceptional benefits and perks to our employees.

Diversity and Inclusion:
City National Bank is an equal opportunity employer dedicated to fostering diversity and inclusion. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status.

About City National Bank:
Founded in 1954, City National Bank has always prioritized personal relationships in business. Our commitment to integrity, community, and exceptional client relationships continues to drive our growth.



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