Data Specialist

City National Bank • Los Angeles, CA

54d • Onsite

About The Position

Responsible for independently processing Debit Card or ATM Card orders and perform maintenance for City National Bank cardholders.

Requirements

• Bachelor's Degree or equivalent
• Minimum 3 years of financial services experience
• Minimum 3 years of direct client service experience
• Minimum 3 years of bank card operations
• Excellent written and verbal skills.
• Customer Service oriented.
• Detail Oriented.
• Organizational Skills.
• Excellent knowledge of Microsoft Office (Word, Excel, Outlook, Adobe) and Salesforce a plus.
• Able to create Excel matrix using formulas.
• Experience in basic accounting and reconciliation helpful.
• Ability to work in a fast pace and high volume environment.
• Analytical thinker, organized, follow procedures and able to make decisions independently.
• Data input accuracy is crucial.

Nice To Haves

• Salesforce a plus
• Experience in basic accounting and reconciliation helpful.

Responsibilities

• Process high volume of Debit Card and ATM applications for new City National Bank clients.
• Process verification of eligibility for Debit Card or ATM Cards requests (i.e. type account and account ownership).
• Obtain all requirements to process the Debit Card or ATM Application request (i.e. Debit Card Waiver for Non-signer).
• Follow bank’s policies and procedure.
• Perform QA to ensure cardholder data (CMSe record) was entered correctly.
• Process Debit Card Maintenace requests (i.e. blocking cards, limit increase, order replacement cards and pins, etc.).
• Process Non-Proprietary and Surcharge Fee waiver requests.
• Internal servicing- support bank wide colleagues with Debit Cards or ATM Cards inquiries and research.
• Process and respond to department incoming calls and emails requests.
• Back-up coverage for other department processes (as needed).
• Other duties 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
• Number of Employees: 1,001-5,000 employees