Client Service Representative

2 weeks ago


Los Angeles, California, United States City National Bank Full time
About the Role

We are seeking a highly skilled Client Service Professional II to join our team at City National Bank. As a key member of our operations team, you will be responsible for providing exceptional client service and support to our clients and colleagues.

Key Responsibilities
  • Provide day-to-day servicing for clients and clients' accounts
  • Work directly with clients to resolve inquiries and complaints
  • Relieve Relationship Managers from performing account-specific servicing tasks
  • Act as primary liaison between clients and all areas of the bank
  • Perform follow-up with clients to ensure completion and satisfaction
  • Introduce clients to appropriate areas within the bank and maintain knowledge of bank products and services
  • Ensure early identification and proper escalation of potential risk to appropriate levels 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
Requirements
  • Bachelor's degree or equivalent
  • Minimum 5 years' experience in client service, banking operations, or banking relationship management support
  • Minimum 5 years' experience in a banking or financial services environment
  • Minimum 5 years' experience with bank products and services
What We Offer

At City National Bank, we offer a competitive salary range of $59,467 - $94,975 per year, as well as bonus and/or commission opportunities. We are an equal opportunity employer committed to diversity and inclusion.



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