Client Service Professional - Team Lead
About The Position
Leads the client and operational services activities of the Commercial, Specialty or Corporate Banking Division Services units. Oversees the risk associated with the operational aspects of client relationships and their business transactions. Monitors and maintains operations procedures for compliance to bank policies and industry regulations. Ensures excellent client service, operational integrity and regulatory compliance. Provides support to Relationship Managers in business development and portfolio management. This position acts as liaison to other departments throughout the bank to effectively resolve operational issues.
Requirements
- Minimum 5 years experience in client service, banking operations or relationship management support required
- Minimum 2 year lead or supervisory experience
Responsibilities
- Oversees client and operation workflow. Delegates work and assigns Account Officers to Relationship Managers and /or relationship teams, based on experience, availability and complexity of operational service needs.
- Ensures quality client service. Identifies and escalates exception conditions as appropriate. Advises management on issues affecting client relations ensuring the timely research and resolution of problems.
- Oversees deposit account activities which includes reviewing and decisioning daily Overdraft, UCF, Large Item and High-Risk Assessment reports, implementing ACH and Daylight Overdraft limits and approving escalated wire transfers, stop payments, check orders, cash management supplies/services, etc.
- Resolves complaints, problems and/or issues on all size relationships to avoid financial/key relationship loss to the Bank. Takes appropriate action to prevent future issues as necessary.
- Participates in cross sell or new business development activities independently or with the Relationship Managers. Channels referrals/warm leads from existing clients to the Relationship Manager and /or Management.
- Reviews risk management reports, including proper documentation of exception conditions, on a daily basis.
- Ensures that the department consistently complies with all City National Bank policies and procedures, as well as applicable regulations.
- Implements new processes and procedures to improve workflow and efficiency.
- Monitors performance, gives on-going performance feedback and conducts effective performance appraisals. Trains, coaches, counsels and provides general direction and guidance to staff.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
