Client Operations Leader - Commercial Banking

City National Bank; Charlotte (NC); On-site; USD 92,000 - 157,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) match

Tuition reimbursement

Time off

Fertility benefits

Career mobility

Employee groups

Job summary

City National Bank in Charlotte, NC seeks a Manager Client Operations to lead client and operational services for Commercial, Specialty or Corporate Banking. You will oversee risk, compliance, and staff performance while supporting relationship managers and portfolio growth.

Responsibilities include reviewing client activity, coordinating audits and federal exams, and implementing process improvements to boost efficiency and service quality.

Qualifications

• Bachelor's Degree or equivalent
• Minimum 15 years of experience in banking operations and servicing
• Minimum 7 years in a management capacity
• 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

Responsibilities

• Review and approve activity on client accounts as needed.
• Identify and escalate exception conditions to the Division Operations Manager, the Relationship Manager and/or Manager, as appropriate.
• Manage 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.
• Manage the preparation for and participation in federal examinations, independent audits by the OCC and all internal audits.
• Manage 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.
• Manage 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.
• 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

Skills

Leadership

Communication

Regulatory knowledge

Risk management

Education

Bachelor's degree in Business

Job description

City National Bank in Charlotte, NC seeks a Manager Client Operations to lead client and operational services for Commercial, Specialty or Corporate Banking. You will oversee risk, compliance, and staff performance while supporting relationship managers and portfolio growth.

Responsibilities include reviewing client activity, coordinating audits and federal exams, and implementing process improvements to boost efficiency and service quality.