Senior Client Service & Operations Manager – Middle Market Banking jobs in United States
cer-icon
Apply on Employer Site
company-logo

City National Bank · 1 day ago

Senior Client Service & Operations Manager – Middle Market Banking

City National Bank is a subsidiary of Royal Bank of Canada, dedicated to helping clients, colleagues, and communities flourish. They are seeking a Senior Client Service & Operations Manager to lead a team in enhancing service operations and resolving client requests within the Commercial Banking division.

BankingFinanceFinancial Services
check
H1B Sponsor Likelynote

Responsibilities

Lead and manage a team of Client Service Professionals, fostering a culture of risk management and continuous improvement
Reviews and approves activity on client accounts as needed
Identifies and escalates exception conditions to the Division Operations Manager, the Relationship Manager and/or Manager, as appropriate
Manages deposit account activities, which includes reviewing and approving daily Overdraft, UCF, Large Items, wire transfers, stop payments, etc
Reviews risk management reports, including proper documentation of exception conditions, on a daily basis
Manages the preparation for and participation in federal examinations, independent audits by the OCC and all internal audits
Manages and implements action plans to correct findings from self-assessments, audits, or exam findings
Ensures that the department consistently complies with all City National Bank policies and procedures, as well as applicable regulations
Documents and maintains departmental procedures and job aids
Identifies, recommends, and implements new processes and procedures to improve workflow and efficiency
Manages client and operation service workflow. Participates in delegating client assignments to the Client Service Professionals based on experience, availability and number of relationships and complexity of operational service needs
Ensures all Client Service Professionals consistently provide white glove service to our clients
Regularly meet with colleagues to discuss operational issues/client relations/satisfaction
Advises senior management on issues affecting client relations ensuring the timely research and resolution of problems
Analyze complex data and situations to identify trends and opportunities, using your expertise to develop and test innovative solutions that align with our operational policies and procedures
Resolves complaints, problems and/or issues to avoid financial/key relationship loss to the Bank
Takes appropriate action to prevent future problems as necessary
Manages workflow, establishes priorities, and determines work assignments for direct reports
Monitors performance, assesses accomplishments, gives on-going performance feedback and conducts effective performance appraisals
Trains, coaches, counsels and provides general direction and guidance to staff
Provides feedback on individual and team accomplishments, areas of improvement, and problems to Division Operations Manager. Supports and participates as a team member in accomplishing objectives
Participates and implements department strategic and risk management objectives to better support the growth and profitability of the division

Qualification

Banking operations experienceManagement experienceRisk management knowledgeProcess automationQuantitative reportingOperational efficiencyConflict managementStrategic planningPlanningOrganizationMentoring skillsCommunication skills

Required

Bachelor's Degree or equivalent
Minimum 10 years of experience in banking operations and servicing
Minimum 5 years in a management capacity

Preferred

Proficient in mentoring colleagues and utilizing strategic planning to drive business growth and achieve organizational goals
Proficient in conflict management and resolution to effectively address and resolve complex client and team issues
Proficient in digital literacy and process automation to enhance operational efficiency and service delivery
Proficient in automation and quantitative reporting to support data-driven decision making and process improvement
Bachelor's degree in Business preferred, or related field with a minimum of 10+ years of experience in banking operations and servicing and 5+ years in a management capacity
Comprehensive knowledge of all aspects of operational banking functions
Strong understanding of regulations, state and federal laws, procedures, practices and principles for private deposit operations
Thorough knowledge of complex support systems, department efficiency and productivity, and personnel policies and procedures
Good management skills with emphasis on planning, organization and scheduling
Excellent verbal and written communication skills to effectively interact with all levels of management and staff

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

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

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)

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

leader-logo
Howard Hammond
CEO City National Bank
linkedin
leader-logo
Fiyaz Khan
Senior Vice President, Structured Products
linkedin
Company data provided by crunchbase