Client Servicing Specialist-Funds xfr

City National Bank; Hillside Heights (DE); On-site; USD 30,307 - 45,460; Full time

Benefits offered by this job

Comprehensive healthcare coverage

Generous 401(k) matching

Tuition reimbursement

Paid time away

Fertility benefits

Job summary

City National Bank is seeking a Client Service Specialist focused on funds transfers. You will respond to complex wire transfer inquiries, provide status updates, and ensure secure handling of client information across internal and external clients.

You will work with multiple transfer applications, advise on urgent issues, and escalate when necessary, while maintaining excellent service levels in a fast-paced environment.

Qualifications

• Minimum 2 years of Client Service experience, call center experience is a plus.
• Minimum 2 years of financial transaction processing experience.
• Knowledge of banking operations and wire transfers is preferred.
• Exceptional communication, problem solving and decision-making skills.
• Ability to manage high-volume call center interactions with professionalism.

Responsibilities

• Respond to a broad range of complex wire transfer issues for clients and bank staff.
• Manage multiple applications in a fast-paced environment to process transfers.
• Provide guidance and solutions on wire transfer needs and complaints.
• Escalate issues to management and Relationship Managers as needed.
• Maintain policy adherence and protect client information.

Skills

Communication skills

Problem solving

Client service

Data entry

Multitasking

Attention to detail

Urgency mindset

Tools

IBS Insight

SQN

Money Transfer System

Esker

Windows OS

Job description

CLIENT SERVICING SPECIALIST-FUNDS XFR

WHAT IS THE OPPORTUNITY?

The Client Service Specialist is responsible for responding to and handling a broad range of inquiries regarding complex wire transfer procedures and processes as well as providing status updates to all CNB internal and external clients, delivering an exceptional client service experience aligned with our City National Brand promise. Manage client conversations utilizing strong communication skills as well as product and operations knowledge. Independently analyze, resolve, prioritize, and process wire transfer transactions. Provides guidance to clients on issues requiring immediate attention. Informs management of potential problems and escalates issues accordingly. Provides feedback from clients to management regarding service quality, products, policy and procedures. Identifies suspicious calls or situations requiring escalation and follows established procedures to ensure clients personal and account information is safe and secure.

WHAT WILL YOU DO?

• Respond to and handle a broad range of complex wire related issues from Crystal, Gold, Silver, Bronze and Cornerstone level clients and all levels of bank personnel for all City National Bank branches and departments with the appropriate level of urgency. Manage a minimum of 4 different applications supporting the funds transfer process (IBS Insight, SQN, Money Transfer System, Esker) in a high volume, fast-paced telephone and technical environment.
• Provide advice and solutions to both internal and external clients related to wire transfer needs.
• Resolves client complaints and diffuse unsatisfied clients while maintaining a strong commitment to improving the client experience. Provide guidance on issues requiring immediate attention, including complaints, fraudulent wires, and various inquiries. Escalate issues to management and Relationship Managers, as necessary.
• Processes incoming and outgoing, domestic and international, US dollar and foreign currency wire transfer requests free of errors.
• Reviews online and department manuals to ensure adherence to policy and procedures. Remain updated on Bank policies and procedures, new products and services, regulatory compliance and fee changes.
• Assist Management in meeting service levels by monitoring calls in queue and remaining available on the phone throughout the day.
• Identify trends and recommend process improvements to management regarding production issues negatively impacting clients.
• Escalate any suspicious wire requests to management for additional review.
• Maintain operational integrity and comply fully with all Bank Operations policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
• Complete other related work as assigned.

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

• Minimum 2 years of Client Service experience, call center experience a plus
• Minimum 2 years of financial transaction processing experience

Additional Qualifications

• Knowledge of banking operations including wire/fund transfer.
• Exceptional communication skills (listening, problem-solving and decision-making).
• Ability to manage difficult discussion with all level clients utilizing excellent problem solving and decision making-skills.
• Conducts conversations with a focus on high quality client service in a fast pace call center environment.
• Experience with call center environment technologies and numerous mobile and online banking applications/systems.
• Strong client service skills. Ability to remain calm and composed when dealing with challenging and highly charged situations.
• Comprehensive knowledge in Windows desktop operating systems.
• Must have the ability to function independently to research and resolve complex issues effectively
• Ability to multi-task in a high paced call center environment while solving problems and finding solutions to meet our clients’ expectations and needs
• Maintains a high level of professionalism
• Strong data entry skills
• Has a strong sense of urgency

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $22.27 - $33.43 per hour. Exact compensation may vary based on skills, experience, and location.

Benefits and Perks

• 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

Get a more detailed look at our Benefits and Perks.

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. To learn more about City National and our dynamic company culture, visit us at About Us.

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. careers.cnb.com accepts applications on an ongoing basis, until filled.

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