Banking Client Services Operations Lead

City National Bank; Atlanta (GA); Vor Ort; USD 65.000 - 104.000; Vollzeit

Benefits dieser Stelle

Healthcare coverage

401(k) matching

Tuition reimbursement

Time away benefits

Career mobility support

Employee networking groups

Zusammenfassung

City National Bank in Atlanta seeks a Sales Ops Service Manager to support Relationship Manager clients and relieve them from account operations. You will resolve inquiries, support cross-sell opportunities, and ensure service quality for client retention.

You will oversee deposit operations, wires, new accounts, and online/mobile banking activities while maintaining risk controls across the portfolio.

Qualifikationen

• Bachelor's degree or equivalent.
• Minimum 5 years’ experience in client service, banking operations or banking relationship management support.
• Minimum 5 years’ experience in a banking or financial services environment.
• Minimum 5 years of experience with bank products and services.

Aufgaben

• Act as primary liaison between client and bank; follow up to ensure satisfaction.
• Resolve inquiries and complaints; contact clients regarding overdrafts and follow-up.
• Analyze client needs to cross-sell bank services and refer to Wealth Management, International, and Treasury.
• Participate in cross-sell activities with Relationship Manager/BDS.
• Review deposits and approve/decline holds; process transfers and overdrafts within authority.

Kenntnisse

Risk management

Communication skills

Operations knowledge

Analytical skills

MS Office

Ausbildung

Bachelor's Degree

Jobbeschreibung

City National Bank in Atlanta seeks a Sales Ops Service Manager to support Relationship Manager clients and relieve them from account operations. You will resolve inquiries, support cross-sell opportunities, and ensure service quality for client retention.

You will oversee deposit operations, wires, new accounts, and online/mobile banking activities while maintaining risk controls across the portfolio.