Client Services Professional I

City National Bank; Phoenix, Northern (AZ, KY); On-site; USD 25,000 - 38,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) plan matching

Tuition reimbursement

Time away benefits

Fertility benefits

Health programs

Job summary

City National Bank is seeking a Client Services Professional I to manage servicing needs for a portfolio of clients, applying product knowledge and standard procedures to deliver proactive and reliable solutions. You will handle money movement, account information updates, and other requests, with accountability for decisions.

The role involves taking calls and emails under supervision, collaborating when needed, and participating in trainings and meetings to develop your skills in a dynamic

Qualifications

• Minimum 1 year client service, operations and/or relationship management support.
• Minimum 1 year documentation, & services client-facing experience.

Responsibilities

• Answering incoming calls, emails, and correspondence from clients and completing requests on the client’s behalf or escalating requests as appropriate.
• Normally receives detailed instruction, guidance and direction on all work; works under general supervision.
• Entrepreneurial ownership of client inquiries with proactive anticipation of needs and problem solving.
• Attending trainings, team meetings, and manager meetings for feedback and development.

Skills

Client service experience

Documentation skills

Operations support

Education

Bachelor's degree or equivalent

Job description

CLIENT SERVICES PROFESSIONAL I

WHAT DO YOU NEED TO SUCCEED?

Dynamic owners of client servicing relationships that are accountable to manage all servicing needs for clients, while providing proactive and reliable solutions to support the relationship based on a vast product knowledge. Adaptable skills providing service consistently across different LOB's. Manage servicing needs for clients within a portfolio. Use product knowledge and standard procedures to provide proactive and reliable solutions to support the relationship. Provide consistent service through the end-to-end execution of tasks and requests.

WHAT WILL YOU DO?

• Answering incoming calls, emails, and correspondence from clients and completing requests on the client’s behalf or escalating requests as appropriate. This can include money movement (transfer and payments), providing account information, updating client information, and other requests.
• Normally receives detailed instruction, guidance and direction on all work. Works under general supervision. Has limited discretion to vary from establish procedures. When applicable, able to determine when collaboration or escalation are necessary. Takes accountability for decisions.
• Entrepreneurial sense of ownership of client inquiries & requests, with proactive anticipation of client needs. Critical thinking to creatively resolve client issues while following standard practices and procedures.
• Attending trainings, team meetings, and individual manager meetings for feedback, coaching, and development.

Required Qualifications*

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

Additional Qualifications

• Basic expertise across a variety of products Understanding of upstream/downstream processes & impacts

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $18.39 - $27.62 per hour. Exact compensation may vary based on skills, experience, and location.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including:

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish.

City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today.

City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.