Banking Ops & Client Services Manager

City National Bank

Cheyenne (WY)

On-site

USD 65,000 - 104,000

Full time

2 days ago
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Benefits offered by this job

Comprehensive healthcare coverage
401(k) matching
Tuition reimbursement
Vacation and sick leave

Job summary

City National Bank is seeking a Sales Ops Service Manager-RBC/CNB Synergies to support Relationship Managers and Banking Advisors. You will handle client inquiries, deposits, wires, and account activity while maintaining risk controls and ensuring high-quality service.

In this role you will identify cross-sell opportunities, coordinate with Wealth Management, International, and Treasury Management, and uphold knowledge of all bank products and services.

Qualifications

  • Bachelor's Degree or equivalent.
  • 5+ years in client service or banking operations.
  • 5+ years in banking/financial services environment.
  • 5 years of experience with bank products and services (deposits, wealth mgmt, cash mgmt, international).

Responsibilities

  • Serve as primary liaison between clients and bank areas.
  • Resolve inquiries/complaints and follow up for satisfaction.
  • Cross-sell a wide variety of bank services to clients.
  • Perform deposit ops and processing, including wires and new accounts.
  • Review deposits and approve/hold transactions within authority.

Skills

Client services
Banking operations
Relationship management
Cross selling
Risk management
MS Office
Verbal communication
Written communication

Education

Bachelor's degree or equivalent

Tools

MS Office Suite

Job description

City National Bank is seeking a Sales Ops Service Manager-RBC/CNB Synergies to support Relationship Managers and Banking Advisors. You will handle client inquiries, deposits, wires, and account activity while maintaining risk controls and ensuring high-quality service.

In this role you will identify cross-sell opportunities, coordinate with Wealth Management, International, and Treasury Management, and uphold knowledge of all bank products and services.

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