City National Bank ยท 1 day ago
New Account Services Specialist Senior
Los Angeles, CA
Full-time
Onsite
Mid, Senior Level
$24.46/hr - $36.69/hr
4+ years expCity National Bank is a subsidiary of Royal Bank of Canada, focused on providing exceptional banking services. The New Account Services Specialist Senior will work closely with various departments to assist in fulfilling new account requests while maintaining confidentiality and ensuring compliance with bank policies and regulations.
BankingFinanceFinancial Services
Responsibilities
Opens and maintains new deposit accounts for assigned groups. Ensures that all account information is booked properly and that all data input and proper documentation is obtained and processed with operational integrity in an accurate and timely manner
Opens and maintains new accounts. Provides accurate information requested by client. Explains and reviews all account documentation and assumes responsibility for proper documentation execution
Provides applicable disclosure brochures and other information regarding regulations and procedures of the bank and the federal government to new and potential clients
Sets up and implements new account data on the computer system and collects and maintains proper documentation to support newly established account relationships. Reviews documents for quality, accuracy, and completeness prior to filing. Assists in following up on any missing documentation
Ensures that all accounts opened are done according to established bank policies and procedures, as well as applicable regulations
Develops and builds relationships within CNB to facilitate service issues and opportunities for customers and prospects
Qualification
Required
Minimum 4 years of new account experience
Minimum 4 years of customer service experience
Preferred
Self-starter with the ability to perform in a fast-paced high volume environment
Specialized Knowledge in assigned duties and on all areas of expertise
Communicate complex and sensitive information
Analyze and make sound decisions
Work independently. Seen as a 'go to person'
May provide guidance to junior colleagues
Team player
Initiative to provide user feedback to support process improvements
Ability to adapt to changes in the work environment
Ability to manage competing demands, accepts criticism and feedback
Ability to change approach or method to best fit the situation and takes responsibility for own actions
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
City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.
1001-5000 employees
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 CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Howard Hammond
CEO City National Bank
Fiyaz Khan
Senior Vice President, Structured Products
Recent News
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