Client Svcs Specialist II

City National Bank

Beverly Hills (CA)

On-site

USD 25,000 - 39,000

Full time

3 days ago
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Benefits offered by this job

Healthcare coverage
401(k) matching
Tuition reimbursement

Job summary

City National Bank is seeking a Client Services Specialist II in Beverly Hills to handle a variety of branch transactions (excluding new accounts) and deliver exemplary customer service. You will engage in back-office tasks and assist with cross-selling CNB products, while coaching colleagues on policies and procedures.

The role emphasizes strong customer service, branch operations knowledge, and the ability to perform flexible duties with minimal supervision.

Qualifications

  • Minimum 2 years of experience in a bank branch or operations role with cash handling.
  • Minimum 2 years direct customer service experience.
  • Minimum 2 years of basic computer experience (e.g. Word, Excel, Outlook).

Responsibilities

  • Manage the back office functions of the branch.
  • Support branch with Client Service Representative duties when needed and cross-sell CNB products and services.
  • Coach branch colleagues on policies, procedures, and processes.

Skills

Cash handling
Customer service
Basic computer skills

Job description

CLIENT SVCS SPECIALIST II

What is the opportunity?


This person will handle a variety of branch transactions for Entertainment Operations except new accounts. They are expert in all aspects of providing exemplary customer service and assisting customers with any transaction. Has good working knowledge of bank policies and procedures.


What will you do?


  • Responsible for the “back office” functions of the branch.

  • Provides the branch with the flexibility and expertise to perform the duties of the Client Service Representative functions at a moments notice. Actively identifies and participates in the cross selling of CNB products and services when appropriate.

  • Responsible for coaching of branch colleagues in policies, procedures, and/or processes in the various functions.


What do you need to succeed?

Required Qualifications*


  • Minimum 2 years of experience working in a bank branch or bank operations role with cash handling experience required

  • Minimum 2 year direct customer service experience required

  • Minimum 2 year of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required


Additional Qualifications


  • Minimum of 1 year experience in a banking environment required.

  • Good problem solving and communication skills required.

  • A general understanding of branch operations preferred.

  • Basic computer skills including ability to use Microsoft Word and Excel preferred.

  • Ability to perform branch positions with minimal supervision required.

  • Working knowledge of Federal Regulations and Bank policies and procedures required.

  • Thorough knowledge of Bank products and services required.

  • Good verbal and written communication skills required.

  • Ability to handle problem situations with colleagues and clients effectively required.


Compensation

Starting base salary: $18.39 - $27.62 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.


Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues 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


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.

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