Banking Operations Specialist

3 days ago


Beverly Hills, California, United States City National Bank Full time
Job Description

This role is responsible for delivering exceptional client service and support to customers of the Entertainment Division. The primary contact person, you will provide proactive and consultative assistance to resolve operational issues that may arise.

You will advise clients on the most effective combinations of products and services tailored to their individual needs. Engage in meaningful conversations with clients to ensure solutions meet ongoing business and operational requirements.

The Account Officer/Manager serves as the operational expert for the client, proactively executing concepts developed by the Relationship Manager with minimal supervision. Act as a liaison with internal departments to provide operational excellence to clients.

Responsibilities include:

  • Primary contact with customers/prospects for day-to-day operational needs, providing proactive, collaborative, and consultative support.
  • Utilize knowledge of bank products and services to evaluate new opportunities for growth in relationships and recommend solutions to customers/prospects.
  • Follow-through with plans designed by Relationship Managers for customers, as defined.
  • Resolve problems, answer questions related to customer accounts and utilization of bank products and services.
  • Analyze customer needs to cross-sell a wide variety of Bank services.
  • Develop new business through referrals and existing clients.

A minimum of 2 years of experience in client service, banking operations, or relationship management support is required. Experience with bank products and services is also necessary.

Estimated Salary: $73,000 - $121,000 per year, based on skills, experience, and location. This role is eligible for bonus and/or commissions.

Benefits and Perks

  • Competitive salary and bonus structure
  • Comprehensive benefits package
  • Ongoing training and professional development opportunities

About City National Bank

City National Bank is the largest bank headquartered in Los Angeles, with $92.03 billion in assets as of April 30, 2024. Founded in 1954, we provide personalized banking, investment, and trust services in select markets. Our commitment to strengthening communities drives our charitable contributions and community involvement.



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