New Account Services Specialist Senior

City National Bank; Los Angeles (CA); On-site; USD 34,000 - 51,000; Full time

Benefits offered by this job

Healthcare coverage (Medical, Dental,

Job summary

City National Bank in Los Angeles seeks a Senior New Account Services Specialist who will open and maintain new deposit accounts, ensuring data accuracy and compliance with bank policies.

You will collaborate with multiple departments, review documentation for completeness, provide required disclosures, and build trusted relationships with clients while protecting confidential information in a fast-paced environment.

Qualifications

• Minimum 4 years of new account experience.
• Minimum 4 years of customer service experience.
• Self-starter with the ability to perform in a fast paced high volume environment.
• Specialized Knowledge in assigned duties and on all areas of expertise.
• Communicate complex and sensitive information.
• Analyze and make sound decisions.
• Work independently. Seen as a "go to person".
• May provide guidance to junior colleagues.
• Team player.
• Initiative to provide user feedback to support process improvements.
• Ability to adapt to changes in the work environment.
• Ability to manage competing demands, accepts criticism and feedback.
• Ability to change approach or method to best fit the situation and takes responsibility for own actions.

Responsibilities

• Opens and maintains new deposit accounts for assigned groups. Ensures that all account information is booked properly and that all data input and proper documentation is obtained and processed with operational integrity in an accurate and timely manner.
• Opens and maintains new accounts. Provides accurate information requested by client. Explains and reviews all account documentation and assumes responsibility for proper documentation execution.
• Provides applicable disclosure brochures and other information regarding regulations and procedures of the bank and the federal government to new and potential clients.
• Sets up and implements new account data on the computer system and collects and maintains proper documentation to support newly established account relationships. Reviews documents for quality, accuracy, and completeness prior to filing. Assists in following up on any missing documentation.
• Ensures that all accounts opened are done according to established bank policies and procedures, as well as applicable regulations.
• Develops and builds relationships within CNB to facilitate service issues and opportunities for customers and prospects.

Skills

New account experience

Customer service

Job description

NEW ACCOUNT SERVICES SPECIALIST SENIOR

WHAT IS THE OPPORTUNITY?

This position will work closely with various departments throughout the bank to assist and fulfill new account requests for bank clients. Responsible to maintain the highest level of confidentiality regarding all sensitive, confidential and proprietary bank information. Ensures operational integrity of deposit accounts and processes transactions according to bank policies and procedures while in compliance with legal and regulatory requirements.

WHAT WILL YOU DO?

• Opens and maintains new deposit accounts for assigned groups. Ensures that all account information is booked properly and that all data input and proper documentation is obtained and processed with operational integrity in an accurate and timely manner.
• Opens and maintains new accounts. Provides accurate information requested by client. Explains and reviews all account documentation and assumes responsibility for proper documentation execution.
• Provides applicable disclosure brochures and other information regarding regulations and procedures of the bank and the federal government to new and potential clients.
• Sets up and implements new account data on the computer system and collects and maintains proper documentation to support newly established account relationships. Reviews documents for quality, accuracy, and completeness prior to filing. Assists in following up on any missing documentation.
• Ensures that all accounts opened are done according to established bank policies and procedures, as well as applicable regulations.
• Develops and builds relationships within CNB to facilitate service issues and opportunities for customers and prospects.

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

• Minimum 4 years of new account experience
• Minimum 4 years of customer service experience

Additional Qualifications

• Self-starter with the ability to perform in a fast paced high volume environment
• Specialized Knowledge in assigned duties and on all areas of expertise
• Communicate complex and sensitive information
• Analyze and make sound decisions
• Work independently. Seen as a "go to person"
• May provide guidance to junior colleagues
• Team player
• Initiative to provide user feedback to support process improvements
• Ability to adapt to changes in the work environment
• Ability to manage competing demands, accepts criticism and feedback
• Ability to change approach or method to best fit the situation and takes responsibility for own actions

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

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.