City National Bank · 1 week ago
Client Onboarding Success Mgr II
Charlotte, NC
Full-time
Onsite
Mid Level
$34.55/hr - $55.19/hr
3+ years expCity National Bank is seeking a Treasury Management Solutions Client Onboarding Success Manager to facilitate the onboarding of new and existing clients with Treasury management products. The role involves managing the implementation process, ensuring client satisfaction, and coordinating various aspects of client interactions and training.
BankingFinanceFinancial Services
Responsibilities
Sales/Client interaction gathering details of implementation and agreements
Coordinate all aspects of client kick-off call for handoff from Sales to Client Success Manager to confirm scope and agree on milestones (depending on complexity of deal) (note- add to internal process document parameters)
Ensuring all TMS agreements/documentation/requirements are sent and received back from the client based on services being set up
Ensure compliance with audit and risk policies and procedures
Proactively manage implementation issues, escalations and error resolution
Manage and document changes to policies and procedures that have arisen during the client onboarding process to improve future client experience
Scheduling/Coordinating file testing with client/vendors/CNB resources
Schedule and coordinate testing with the TMS Client Testing Team
Internal coordination to ensure implementation progressing
Create and manage project plan with agreed milestones for each new client onboarding or new complex product implementation
Set-up reoccurring calls with client and any necessary internal partners and vendors to move forward on implementation acting as a liaison between all areas
Maintain dashboard with status and updates on progress of implementation to client and deal team on a regular basis
Coordinate and ensure client training is completed and meets needs of client
Ensure client is trained based on implementation timeline
Remain point of contact for 30 days post implementation to ensure client success in utilization of products
Facilitate a hand-off to the line of business operations, client services and sales team
Qualification
Required
3-5 years customer service experience
3-5 years of Treasury Management experience
3-5 years of experience with Microsoft, project and/or data tools
Preferred
Bachelor degree or equivalent job experience
Seasoned problem-solving, analytical and decision-making skills
Client facing treasury services implementation experience
Strong working knowledge of treasury management products and services
Proven project management experience, certification a plus (Certified Treasury Professional, Project Management Institute)
Proficient in Microsoft office software and data tools
Strong teamwork and partnership skills
Strong and effective communication (verbal and written) and presentation skills
Demonstrable self-motivation, initiation and strong customer focus
Ability to work independently
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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