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Account Services Manager

City National Bank
North Hollywood, USA
Full-time
Manager
Onsite
USD 71869-114797 yearly / year
Discovered 1 months ago
Bank Secrecy Act

Full Job Posting

  • Primary contact with existing clients for day-to-day operational needs, responsible for understanding their specific financial requirements and providing effective solutions, while maintaining the credit quality standards of the bank.
  • Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in relationships and recommending solutions to existing clients, as well as developing new business through referrals from these clients.
  • Analyzes customer needs in order to cross-sell a wide variety of Bank services. Directs customers to appropriate area within the Bank to facilitate service issues and opportunities for clients. Maintains complete knowledge of all banking products and services including technical proficiency with product utilization.
  • Improve Sales & Banking Acumen – committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, required job family curriculum, and maintaining awareness of competitive products, practices, rates and changes in market conditions.
  • Functions as part of a cohesive unit to service client transactions and is responsible for maintaining and increasing portfolio profitability while prudently managing risk.
  • Resolves problems, answers questions related to customer accounts and utilization of bank products and services. Works with customers and/or business management firms to assist in operations areas. Works directly with customers in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity, CD’s, investments, etc.) on behalf of Relationship Managers. Provide accurate, timely and extensive information to all customer inquiries and requests to ensure retention of existing profitable clients.
  • Business & Risk Management – maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
  • Critical Thinking – ability to analyze situations and translate them into insights that are used to make informed decisions and provide tailored advice for each client’s individual situation.
  • Adaptability – manage ambiguity and be able to quickly pivot to advise clients as necessary.
  • Self-Organization & Effectiveness – ability to use tools and best practices to prioritize the right activities and deliver a consistent and exceptional client experience.
  • Professionalism – conduct business in a highly proficient, polished manner fitting expectations of City National Bank clients
  • Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
  • Bachelor's Degree or equivalent
  • Minimum 5 years of banking experience required
  • Minimum 4 years of branch banking experience within the segment required
  • Minimum 3 years customer service experience required
  • Banking Products for Personal & Business clients – deep knowledge of CNB’s offering, particularly those catered to Preferred, personal, or small business clients.
  • Regulatory / Compliance – strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance (includes deep knowledge of CIP and KYC)
  • Economic Environment – understanding of the economic environment and its impact on clients.
  • Negotiation – ability to maintain a profitable relationship, balancing bank and client needs.
  • Policy & Procedures – knowledge of CNB’s policies, procedures & regulatory obligations
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement

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