Client Relationship & Banking Services Specialist

City National Bank; California, Northern (MO, KY); Hybrid; USD 23,000 - 34,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Time off (vacation/sick)

Family planning benefits

Career mobility support

Networking and ERGs

Job summary

City National Bank's Encino branch seeks a Relationship Associate to serve clients daily, handle teller transactions, and support sales consultations. You will deliver exemplary service, resolve inquiries, and identify cross-sell opportunities while maintaining branch operations.

The role requires strong communication, basic computer skills, and the ability to open new accounts, collaborate with partners, and help meet sales and service goals.

Qualifications

• Minimum 1 year of customer service experience required.
• Minimum 1 year of cash handling experience required.
• Minimum 1 year of basic computer experience (e.g. Word, Excel, Outlook) required.
• General knowledge of Bank operations, policies and procedures and regulatory compliance.
• General knowledge of Bank products and services.
• Good interpersonal, verbal and written communication skills.
• Ability to organize and prioritize work.
• Good problem solving skills.

Responsibilities

• Act as a champion for clients and colleagues, providing exemplary service and promoting suitable CNB solutions.
• Service client transactions and uphold branch operational integrity, including cash handling.
• Lead new accounts processing, including maintenance, service requests and risk management.
• Profile clients during new account processes and identify cross-sell opportunities.
• Support sales colleagues to build and maintain branch client relationships and coordinate with partners.
• Ensure adherence to bank policies, procedures and regulatory requirements.

Skills

Customer service

Cash handling

Computer skills

Tools

Microsoft Word

Excel

Outlook

Job description

City National Bank's Encino branch seeks a Relationship Associate to serve clients daily, handle teller transactions, and support sales consultations. You will deliver exemplary service, resolve inquiries, and identify cross-sell opportunities while maintaining branch operations.

The role requires strong communication, basic computer skills, and the ability to open new accounts, collaborate with partners, and help meet sales and service goals.