Senior Banking Operations & Client Relationship Lead

City National Bank

Beverly Hills (CA)

On-site

USD 79,000 - 126,000

Full time

9 days ago

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Benefits offered by this job

Healthcare coverage
401(k) matching
Tuition reimbursement
Time off
Mobility programs
Diversity groups

Job summary

City National Bank is seeking an Account Manager Senior Ent in Beverly Hills to manage day-to-day client interactions for the Entertainment Division. You will advise clients on optimal product/service mixes, proactively resolve issues, and coordinate with internal teams to deliver operational excellence.

You will also pursue growth opportunities through cross-selling and client relationship development. Responsibilities include handling operations, deposits, wires, and account activity while

Qualifications

  • Bachelor's degree or equivalent is required.
  • Minimum 6 years experience in client service, banking operations or relationship management support.
  • Minimum 6 years experience in a banking or financial services environment.
  • Minimum 4 years of experience with bank products and services.

Responsibilities

  • Primary contact with customers for day-to-day operational needs and proactive support.
  • Evaluate opportunities for growth in relationships and recommend solutions.
  • Resolve problems and answer questions related to customer accounts and bank products.
  • Assist operations areas and liaise with Relationship Manager to ensure operational excellence.
  • Cross-sell a wide variety of bank services and develop new business through referrals.

Skills

Client service
Relationship management
Cross-functional collaboration

Education

Bachelor's degree or equivalent

Job description

City National Bank is seeking an Account Manager Senior Ent in Beverly Hills to manage day-to-day client interactions for the Entertainment Division. You will advise clients on optimal product/service mixes, proactively resolve issues, and coordinate with internal teams to deliver operational excellence.

You will also pursue growth opportunities through cross-selling and client relationship development. Responsibilities include handling operations, deposits, wires, and account activity while

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