Senior Client Service Associate – Specialty Banking jobs in United States
cer-icon
Apply on Employer Site
company-logo

City National Bank · 1 day ago

Senior Client Service Associate – Specialty Banking

City National Bank is a subsidiary of Royal Bank of Canada, focused on providing exceptional client relationships. The Senior Client Service Associate is responsible for day-to-day client interactions in the Commercial, Specialty, or Corporate Banking Divisions, ensuring operational excellence and proactive support for clients' banking needs.

BankingFinanceFinancial Services
check
H1B Sponsor Likelynote

Responsibilities

Primary contact with clients/prospects for day-to-day operational needs, providing proactive, collaborative and consultative support. Responsible for the operational integrity of the assigned area of responsibility
Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in relationships and recommending solutions to clients/prospects
Follows through with executing on relationship plans designed by the Relationship Manager strategies for those clients they manage
Resolves problems, answers questions related to client accounts and utilization of bank products and services. Works with clients to assist in operations areas. Works directly with clients in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity, CD’s, investments, etc.) to free Relationship Managers from performing these duties. Provide accurate, timely and extensive information to all client inquiries and requests to ensure retention of existing profitable clients
Resolves client complaints and takes appropriate action to prevent future problems. Contacts clients regarding overdrafts (or other related problems) and performs follow-up necessary to resolve situation. Determines appropriate method of approach
Analyzes client needs in order to cross-sell a wide variety of Bank services. Directs clients to appropriate area within the Bank or to a Relationship Manager. Maintains complete knowledge of all banking products and services including technical proficiency with product utilization. With an emphasis on Treasury and Deposit products
Develops new business through referrals and existing clients. Participates in client call program either independently or with Relationship Manager. Prepares call reports for management
Provides assistance and coverage for all operations-related activity within the department. Reviews and processes deposits. Approves checks for cashing. Prepares outgoing wire transfers. Prepares debit and credit entries to checking/saving accounts for transfers, loan payments, etc
Reviews large deposits and either approves or declines immediate credit based on knowledge of clientele, account balance, account history and other related factors within delegated authority. Approves deposits, transfers, overdrafts, and waivers of fees within specified authority limit
Maintains up-to-date knowledge of account activity by reviewing various reports (e.g., rejects, overdraft reports, large item reports, float reports, etc.) on a regular basis. Identifies potential problems and takes appropriate action necessary to avoid financial loss to the Bank
May performs business site inspection for verification purposes

Qualification

Client service experienceBanking operations knowledgeBank products expertiseRelationship managementProblem resolutionCross-selling skillsCommunication skills

Required

Minimum 4 years experience in client service, banking operations or relationship management support required
Minimum 4 years experience in a banking or financial services environment required
Minimum 4 years of experience with bank products and services (e.g. deposits, Treasury Services, international, etc.) required

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