Client Relationship & Service Associate

City National Bank

West Hollywood (CA)

Hybrid

USD 23,000 - 34,000

Full time

6 days ago
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Benefits offered by this job

Comprehensive healthcare coverage
401(k) company matching
Tuition Reimbursement and upskilling
Time Away benefits (vacation, sick,vol
Fertility benefits and health programs
Career Mobility support
Colleague Resource Groups

Job summary

City National Bank in West Hollywood, CA is seeking a Relationship Associate - PBB to assist clients with daily banking needs and cross-sell CNB products. You will handle banking transactions, provide exemplary service, and support branch operations while maintaining regulatory compliance.

Responsibilities include opening new accounts, addressing client inquiries, and collaborating with sales partners to strengthen client relationships.

Qualifications

  • Minimum 1 year of customer service experience.
  • Minimum 1 year of cash handling experience.
  • Minimum 1 year of basic computer experience (e.g. Word, Excel, Outlook).

Responsibilities

  • Acts as a champion for clients and colleagues providing exemplary service. Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients.
  • Functions as part of a cohesive unit to service client transactions and uphold the operational integrity of the branch per management and policy, including cash handling responsibilities.
  • Fully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk management; identifies cross-sell opportunities of CNB products and services.
  • Supports sales colleagues to build and maintain branch client relationships; collaborates with business partners to deliver solutions and maximize profitability.
  • Interacts professionally with all levels of Bank personnel and clients to ensure quality client service and compliance with policies and regulations.

Skills

Customer service
Cash handling
Basic computer skills

Tools

Microsoft Word
Excel
Outlook

Job description

City National Bank in West Hollywood, CA is seeking a Relationship Associate - PBB to assist clients with daily banking needs and cross-sell CNB products. You will handle banking transactions, provide exemplary service, and support branch operations while maintaining regulatory compliance.

Responsibilities include opening new accounts, addressing client inquiries, and collaborating with sales partners to strengthen client relationships.

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