City National Bank · 1 day ago
Client Service & Operations Manager - Middle Market Banking
Irvine, CA
Full-time
Onsite
Senior Level, Lead/Staff
$92K/yr - $157K/yr
15+ years expCity National Bank is a subsidiary of Royal Bank of Canada, focused on providing exceptional client relationships and services. The Client Service & Operations Manager will oversee the client and operational services of a banking division, manage risks associated with client relationships, and ensure compliance with operational procedures. This role also involves supervising staff and improving workflow efficiency to enhance client service quality.
BankingFinanceFinancial Services
Responsibilities
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
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 Account Officers based on experience, availability and number of relationships and complexity of operational service needs
Ensures quality client service
Meets with staff on regular basis, discussing operational issues/client relations/satisfaction
Advises management on issues affecting client relations ensuring the timely research and resolution of problems
Identifies and recommends methods to improve effectiveness and program(s) productivity
Resolves complaints, problems and/or issues to avoid financial/key relationship loss to the Bank
Takes appropriate action to prevent future problems as necessary
Is responsible for the Account Officers cross sale performance and required in person client call activity, ensuring colleagues receive product and sales training 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 unit strategic and risk management objectives to better support the growth and profitability of the division
Qualification
Required
Bachelor's Degree or equivalent
Minimum 15 years of experience in banking operations and servicing
Minimum 7 years in a management capacity
Preferred
Bachelor's degree in Business preferred, or related field with a minimum of 15+ years of experience in banking operations and servicing and 7+ 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
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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