Banking Operations Associate
4 weeks ago
Candidate must possess outstanding skills in client-facing roles to excel as a Banking Operations Associate at City National Bank. As part of our dynamic team, you will engage in various activities, including following up with clients, introducing them to appropriate bank services, and ensuring timely escalation of potential risks.
About the Position
- This position involves performing follow-up with all clients to ensure completion and satisfaction.
- The successful candidate will maintain knowledge of bank products and services, enabling effective recommendations to clients/prospects.
Responsibilities
- Act as primary liaison between clients and all areas of the bank.
- Perform follow-up with all clients to ensure completion and satisfaction.
- Maintain knowledge of bank products and services to introduce clients to appropriate areas within the bank.
- Evaluate new opportunities for growth in relationships and recommend beneficial solutions to clients/prospects.
Qualifications
- Bachelor's Degree or equivalent.
- Minimum 2-3 years of experience in client service, banking operations, or banking relationship management support required.
- Knowledge of bank policies and procedures and regulatory compliance required.
Compensation
This role offers a salary range of $22.27-$33.43 per hour, along with bonus and commission opportunities. Our benefits package includes comprehensive health insurance, retirement savings plan, and paid time off.
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