Banking Ops & Client Services Manager

City National Bank; Trenton (NJ); On-site; USD 65,000 - 104,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Time away Benefits

Family planning benefits

Career mobility support

Networking and ERGs

Job summary

City National Bank seeks a Sales Ops Service Manager-RBC/CNB Synergies to service RM/Banking Advisor clients and relieve them of operational responsibilities. You will resolve inquiries, cross-sell bank services, and oversee deposits operations while managing risk.

Requires strong client service, banking operations experience, and knowledge of bank products. Excellent communication and MS Office skills are essential for success.

Qualifications

• 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 (e.g. deposits, wealth management, cash management, international, etc.).
• Bachelor's Degree preferred.
• Excellent risk management knowledge.
• Strong interpersonal, verbal and written communication skills.
• 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).

Responsibilities

• Client Services — act as primary liaison between the client and all areas of the bank; follow up on requests.
• Resolve inquiries and complaints and take action to prevent recurrence; address overdrafts as needed.
• Analyze client needs to cross-sell a wide variety of Bank services and introduce clients to Wealth Management, International, and Treasury Management.
• Participate in cross-sell activities with the Relationship Manager/Banking Advisor.
• Risk Management/Compliance — manage deposits operations and related activities.
• Review deposits, approve checks for cashing, and process transfers within authority.
• Monitor reports (overdraft, large item, UCF, new accounts) daily to prevent losses.
• Escalate potential risk to appropriate level of authority.

Skills

Client service

Bank operations

Relationship management support

Bank products knowledge

Education

Bachelor's degree or equivalent

Bachelor's Degree preferred

Tools

Microsoft Office

CRM systems

Job description

City National Bank seeks a Sales Ops Service Manager-RBC/CNB Synergies to service RM/Banking Advisor clients and relieve them of operational responsibilities. You will resolve inquiries, cross-sell bank services, and oversee deposits operations while managing risk.

Requires strong client service, banking operations experience, and knowledge of bank products. Excellent communication and MS Office skills are essential for success.