Client Services Professional I

City National Bank • Phoenix, AZ

1d • Onsite

About The Position

Dynamic owners of client servicing relationships that are accountable to manage all servicing needs for clients, while providing proactive and reliable solutions to support the relationship based on a vast product knowledge. Adaptable skills providing service consistently across different LOB's. Manage servicing needs for clients within a portfolio. Use product knowledge and standard procedures to provide proactive and reliable solutions to support the relationship. Provide consistent service through the end-to-end execution of tasks and requests.

Answering incoming calls, emails, and correspondence from clients and completing requests on the client’s behalf or escalating requests as appropriate. This can include money movement (transfer and payments), providing account information, updating client information, and other requests.

Normally receives detailed instruction, guidance and direction on all work. Works under general supervision. Has limited discretion to vary from establish procedures. When applicable, able to determine when collaboration or escalation are necessary. Takes accountability for decisions.

Entrepreneurial sense of ownership of client inquiries & requests, with proactive anticipation of client needs. Critical thinking to creatively resolve client issues while following standard practices and procedures.

Attending trainings, team meetings, and individual manager meetings for feedback, coaching, and development.

Requirements

• Bachelor's Degree or equivalent
• Minimum 1 year client service, operations and/or relationship management support
• Minimum 1 year documentation, & services client-facing experience

Nice To Haves

• Basic expertise across a variety of products
• Understanding of upstream/downstream processes & impacts

Responsibilities

• Manage servicing needs for clients within a portfolio.
• Use product knowledge and standard procedures to provide proactive and reliable solutions to support the relationship.
• Provide consistent service through the end-to-end execution of tasks and requests.
• Answering incoming calls, emails, and correspondence from clients and completing requests on the client’s behalf or escalating requests as appropriate.
• This can include money movement (transfer and payments), providing account information, updating client information, and other requests.
• Takes accountability for decisions.
• Entrepreneurial sense of ownership of client inquiries & requests, with proactive anticipation of client needs.
• Critical thinking to creatively resolve client issues while following standard practices and procedures.
• Attending trainings, team meetings, and individual manager meetings for feedback, coaching, and development.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level