Private Banking Operations Specialist

City National Bank; City of Rochester (NY); On-site; USD 65,296 - 104,304; Full time

Benefits offered by this job

Comprehensive healthcare coverage

401(k) company matching

Tuition Reimbursement

Valued Time Away benefits

Specialized health and family planning benefits

Career Mobility support

Colleague Resource Groups

Job summary

City National Bank is hiring a Private Banking Officer II in Rochester, NY, to provide servicing for private banking clients and assist with deposit operations. Candidates must have at least 7 years of banking experience and strong interpersonal and analytical skills. The role involves client support, compliance with bank policies, and opportunities for cross-selling bank services. The starting base salary ranges from $65,296 to $104,304, and the benefits package includes comprehensive healthcare coverage and a 401(k) match.

Qualifications

• Minimum 7 years of experience in banking operations or Private Banking relationship management.
• At least 5 years in a banking or financial services environment.
• Experience with bank products and services.

Responsibilities

• Provide day-to-day servicing for Private Banking clients.
• Resolve client inquiries and complaints.
• Facilitate new deposit account and lending requests.
• Analyze client needs to cross-sell bank services.

Skills

Client service

Banking operations

Risk management

Interpersonal communication

Analytical skills

Microsoft Office Suite

Education

Bachelor's Degree or equivalent

Bachelor's Degree preferred

Job description

City National Bank is hiring a Private Banking Officer II in Rochester, NY, to provide servicing for private banking clients and assist with deposit operations. Candidates must have at least 7 years of banking experience and strong interpersonal and analytical skills. The role involves client support, compliance with bank policies, and opportunities for cross-selling bank services. The starting base salary ranges from $65,296 to $104,304, and the benefits package includes comprehensive healthcare coverage and a 401(k) match.