Client Services Professional III

City National Bank • Los Angeles, CA

3d • Onsite

About The Position

Leverage adaptable skills and service consistently across different LOB clients including the end-to-end execution of tasks and requests. Responsible for responding to and handling a broad range of complex operational issues for all client levels and all levels of colleagues, delivering an exceptional client service experience. Use product knowledge and standard procedures to provide proactive and reliable solutions to support the client relationship. Provide consistent service through the end-to-end execution of tasks and requests, with a focus on quality and client security.

Requirements

• Bachelor's Degree or equivalent
• 1-3 years of customer service, banking, operations and/or relationship management support experience.
• 1-3 years of bank products, documentation, and servicing experience.

Nice To Haves

• Substantive expertise across a variety of products.
• Understanding of upstream/downstream business processes & impacts.

Responsibilities

• 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.
• Can independently solve a range of straightforward problems.
• Receives general instructions on routine work and detailed instructions on new projects or assignments.
• Works under moderate supervision.
• Exercises judgment within defined procedures and practices to determine appropriate action.
• When applicable, able to determine when collaboration or escalation are necessary.
• Takes accountability for decisions.
• 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, troubleshooting client issues, researching client inquiries and other requests.
• Provide proactive and reliable solutions to support the relationship based on comprehensive product knowledge.
• Attending trainings, team meetings, and individual manager meetings for feedback, coaching, and development.
• Supporting special projects as assigned

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: Mid Level