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City National Bank · 1 month ago

Service Representative II - Treasury Management

Los Angeles, CA

Full-time

Onsite

Entry, Mid Level

$25.93/hr - $41.43/hr

2+ years exp

City National Bank is a financial services company that has been helping clients since 1954. They are seeking a Service Representative II for Treasury Management Services who will serve as the primary customer service contact, manage client relationships, and resolve inquiries and issues.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Serves as primary contact for clients and various units in the research and resolution of problems and inquiries. Consistently exercises discretion and judgment when interacting with clients to determine present and future needs and discuss progress toward solutions. Ensures client satisfaction

Acts as liaison between client and other Bank units to resolve problems and comply with client requests

Coordinates with clients, account officers and appropriate departments to ensure that clients are properly serviced, paperwork is properly executed, and all operational arrangements are in place to service assigned accounts

Prepares monthly and quarterly management reports, utilizing various PC software including spreadsheet, database, analytical and graphics software packages and completes other spreadsheet analytical and research projects as assigned

Maintains a proactive commitment to established Bank programs, such as Customer First, Community Reinvestment Act (CRA) and Equal Employment Opportunity

Facilitate and deliver virtual conference calls and/or workshops

Provide feedback and collaborate with subject matter experts to understand new product offerings and/or enhancements

Provide feedback and collaborate with subject matter experts to ensure training materials and methodology and up-to-date and relevant, to guarantee a positive and seamless client experience

Qualification

Customer service operationsCash Management/Treasury ManagementMS Office applicationsAnalytical skillsProblem-solving skillsOrganizational skillsBanking operations knowledgeVerbal communicationWritten communicationInterpersonal skillsLeadership skills

Required

Bachelor's Degree or equivalent

Minimum 2-3-years experience in customer service operations in a banking environment required

Minimum 2 years with direct client contact required

Minimum 2 years experience with MS office applications

Preferred

Experience in Cash Management/Treasury Management preferred

Experience in a customer service call center/service center preferred

Strong analytical, organizational and problem-solving skills

Strong PC skills including spreadsheet and database manipulation required

Strong verbal and written communication skills

Strong leadership skills

Strong interpersonal skills

Able to monitor call queues and pending work queues

Ability to interface in an effective and professional manner with colleagues, clients and business partners

Good knowledge of banking operations and procedures

Benefits

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

Company

City National Bank

Glassdoor3.6

City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.

Founded in 1953

Los Angeles, California, USA

1001-5000 employees

http://www.cnb.com

H1B Sponsorship

City National Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (76)

2024 (78)

2023 (145)

2022 (93)

2021 (107)

2020 (62)