Senior New Account Services Specialist - Bonus Eligible

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

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.