Service Representative II - Treasury Management

City National Bank; Los Angeles (CA); On-site; USD 53,934 - 86,174; Full time

Benefits offered by this job

Comprehensive healthcare coverage

Generous 401(k) matching

Tuition reimbursement

Time away benefits

Career mobility support

Job summary

City National Bank in Los Angeles seeks a Service Representative II to support Treasury Management. You will be the primary customer service and training contact, liaising with bank units to resolve client inquiries and ensure satisfaction.

You will prepare monthly/quarterly management reports and contribute to product knowledge and client communications, while upholding program commitments and professional service standards.

Qualifications

• Bachelor's degree or equivalent.
• 2–3 years of experience in customer service operations in a banking environment.
• 2 years of direct client contact experience.
• 2 years of experience with MS Office applications.

Responsibilities

• Serves as primary contact for clients and various units in the research and resolution of problems and inquiries.
• Acts as liaison between client and other Bank units to resolve problems and comply with client requests.
• Coordinates with clients, account officers and appropriate departments to ensure that clients are properly serviced and paperwork is in place.
• Prepares monthly and quarterly management reports using spreadsheet, database, analytical and graphics software.
• Maintains a proactive commitment to Bank programs (CustomerFirst, CRA, Equal Employment Opportunity).
• Facilitate and deliver virtual conference calls and/or workshops.
• Provide feedback to SMEs on new product offerings and training materials.

Education

Bachelor's Degree or equivalent

Tools

MS Office

Job description

SERVICE REPRESENTATIVE II - TREASURY MANAGEMENT

WHAT IS THE OPPORTUNITY?

Serves as primary customer service & training contact for Treasury Management Services. Acts as liaison between clients and various Bank units to independently respond to client inquires and resolve outstanding issues. Manages customer relationship by attaining permanent resolution to issue, which includes assessing the cause of issue and recommending additional products/services. Provides consultative input to Operation and Product Management for problem resolution or prevention. Performs operations and administrative functions for unit under minimal supervision. Keeps abreast of new and changes to existing products and services.

WHAT WILL YOU DO?

• Serves as primary contact for clients and various units in the research and resolution of problems and inquiries. Consistently exercises discretion and judgment when interacting with clients to determine present and future needs and discuss progress toward solutions. Ensures client satisfaction.
• Acts as liaison between client and other Bank units to resolve problems and comply with client requests.
• Coordinates with clients, account officers and appropriate departments to ensure that clients are properly serviced, paperwork is properly executed and all operational arrangements are in place to service assigned accounts.
• Prepares monthly and quarterly management reports, utilizing various PC software including spreadsheet, database, analytical and graphics software packages and completes other spreadsheet analytical and research projects as assigned.
• Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity.
• Facilitate and deliver virtual conference calls and/or workshops.
• Provide feedback and collaborate with subject matter experts to understand new product offerings and/or enhancements.
• Provide feedback and collaborate with subject matter experts to ensure training materials and methodology and up-to-date and relevant, to guarantee a positive and seamless client experience.

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

• Bachelor's Degree or equivalent
• Minimum 2-3 years of experience in customer service operations in a banking environment required.
• Minimum 2 years of experience with direct client contact required
• Minimum 2 years of experience with MS office applications

Additional Qualifications

• Strong analytical, organizational and problem solving skills.
• Strong PC skills including spreadsheet and database manipulation required.
• Strong verbal and written communication skills.
• Experience in Cash Management/Treasury Management preferred
• Experience in a customer service call center/service center preferred
• Strong leadership skills
• Strong interpersonal skills
• Strong Analytical, organizational and problem solving skills
• Strong PC skills including database and spreadsheet manipulation
• Strong verbal and written communication skills
• Able to monitor call queues and pending work queues
• Ability to interface in an effective and professional manner with colleagues, clients and business partners
• Good knowledge of banking operations and procedures

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $25.93 - $41.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

Benefits

• 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.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.