City National Bank · 2 days ago
Private Banking Officer III
El Segundo, CA
Full-time
Onsite
Senior Level, Lead/Staff
$79K/yr - $126K/yr
9+ years expCity National Bank is a financial services company that provides a range of banking solutions. They are seeking a Private Banking Officer III to manage day-to-day servicing for Private Banking clients, resolve inquiries, and identify cross-sell opportunities while ensuring compliance with bank policies and risk management.
BankingFinanceFinancial Services
Responsibilities
Risk Management/Compliance
Within authority, perform deposit operations-related activities within the department. Review and process deposits. Approve checks for cashing. Process deposit fee reversals
Maintain up-to-date knowledge of account activity by reviewing various reports and systems. Identify potential problems and take appropriate action necessary to avoid financial loss to the Bank
Facilitate new deposit account and small business consumer lending requests by providing disclosures, gathering documents and initiates ongoing communication with the client
Complete KYCs for new clients/entities/loans
Follow up with client for missing documentation on DARS report
Respond timely and accurately to inquiries from the Bank’s Financial Intelligence Unit (KYC/AML) and/or other Support Unit’s regarding client transactions and account activity
Comply with all Bank policies and procedures and ensure adherence to the Bank’s regulatory requirements
Act as primary liaison between the client and all areas of the bank. Perform follow up with all client requests to ensure completion and satisfaction
Resolve client inquiries and complaints and take appropriate action to prevent future problems. Contact clients regarding overdrafts (or other related problems) and perform follow-up necessary to resolve situation. Determine appropriate method of approach
Analyze client needs in order to cross-sell a wide variety of Bank services. Introduce clients to appropriate area within the Bank such as Wealth Management, International, Treasury Management, or to a Private Banker. Maintain complete knowledge of all bank products and services
Participate in cross sell activities independently or with the Private Banker, as appropriate. Channel referrals/warm leads from existing clients to the Private Banker or Private Banker Manager
Qualification
Required
Bachelor's Degree or equivalent
Minimum 9 years' experience in client service, banking operations or Private Banking relationship management support required
Minimum 7 years' experience in a banking or financial services environment required
Minimum 7 years of experience with bank products and services (e.g. deposits, cash management, international, etc.) required
Preferred
Bachelor's Degree preferred
Strong risk management and operations knowledge
Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels
Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires)
Excellent analytical skills
Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook)
Achieve digital mastery; demonstrates capabilities to adapt learn, and utilize evolving automation and technology to perform the job
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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