Client Relationship & Portfolio Services Lead

City National Bank

Los Angeles (CA)

Vor Ort

USD 72.000 - 115.000

Vollzeit

Vor 6 Tagen

Sei unter den ersten Bewerbenden

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Benefits dieser Stelle

Healthcare coverage

401(k) matching

Tuition Reimbursement

Career development

Time off

Fertility benefits

Mobility programs

Networking groups

Zusammenfassung

City National Bank is seeking an Account Services Manager to lead day-to-day client servicing for a portfolio of high-value banking clients, partnering with Branch and Relationship Managers to deliver service excellence and tailored solutions. You will focus on retention and expansion, identify growth opportunities, and ensure adherence to credit quality standards and regulatory requirements.

This role emphasizes proactive relationship management and cross-functional collaboration to drive

Qualifikationen

Bachelor's Degree or equivalent
Minimum 5 years of banking experience required
Minimum 4 years of branch banking experience within the segment required
Minimum 3 years customer service experience required

Aufgaben

Primary contact for existing clients on day-to-day operational needs while maintaining the credit quality.
Identify growth opportunities and cross-sell CNB products to clients and develop new business through referrals.
Analyze client needs to expand relationships and refer to the appropriate CNB area.
Maintain portfolio profitability while prudently managing risk.
Ensure compliance with bank policies and regulatory requirements and provide accurate, timely information to clients.

Kenntnisse

Customer service

Relationship management

Cross-selling

Ausbildung

Bachelor's Degree or equivalent

Jobbeschreibung