Client Services Pro I: Proactive Client Support

City National Bank; Phoenix (AZ); Híbrido; USD 25.000 - 38.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare coverage

401(k) matching

Tuition reimbursement

Time off (vacation, sick)

Fertility benefits

Career mobility

Employee resource groups

Descripción de la vacante

City National Bank is seeking a Client Services Professional I in Phoenix to support servicing needs for a client portfolio. You will handle calls, emails, and requests, providing proactive solutions using product knowledge and established procedures.

You’ll work under supervision, escalate when needed, and participate in trainings and team meetings to develop your service skills. This role emphasizes accountability, effective communication, and a client-first mindset as you help ensure accurate

Formación

• Bachelor's degree or equivalent
• Minimum 1 year client service, operations and/or relationship management support
• Minimum 1 year documentation, & services client-facing experience

Responsabilidades

• Answering incoming calls, emails, and correspondence from clients and completing requests or escalating as appropriate
• Follow established procedures and work under supervision with limited discretion
• Proactively anticipate client needs and provide solutions while adhering to standard practices
• Attend trainings, team meetings, and manager meetings for feedback and development

Conocimientos

Client service experience

Documentation & client-facing

Educación

Bachelor's Degree or equivalent

Descripción del empleo

City National Bank is seeking a Client Services Professional I in Phoenix to support servicing needs for a client portfolio. You will handle calls, emails, and requests, providing proactive solutions using product knowledge and established procedures.

You’ll work under supervision, escalate when needed, and participate in trainings and team meetings to develop your service skills. This role emphasizes accountability, effective communication, and a client-first mindset as you help ensure accurate