New Account Services Specialist Senior

City National Bank • Newark, NJ

66d • $24 - $36

About The Position

This position will work closely with various departments throughout the bank to assist and fulfill new account requests for bank clients. Responsible to maintain the highest level of confidentiality regarding all sensitive, confidential and proprietary bank information. Ensures operational integrity of deposit accounts and processes transactions according to bank policies and procedures while in compliance with legal and regulatory requirements.

Requirements

• Minimum 4 years of new account experience
• Minimum 4 years of customer service experience

Nice To Haves

• Self-starter with the ability to perform in a fast paced high volume environment
• Specialized Knowledge in assigned duties and on all areas of expertise
• Communicate complex and sensitive information
• Analyze and make sound decisions
• Work independently. Seen as a 'go to person'
• May provide guidance to junior colleagues
• Team player
• Initiative to provide user feedback to support process improvements
• Ability to adapt to changes in the work environment
• Ability to manage competing demands, accepts criticism and feedback
• Ability to change approach or method to best fit the situation and takes responsibility for own actions

Responsibilities

• Opens and maintains new deposit accounts for assigned groups.
• Ensures that all account information is booked properly and that all data input and proper documentation is obtained and processed with operational integrity in an accurate and timely manner.
• Provides accurate information requested by client.
• Explains and reviews all account documentation and assumes responsibility for proper documentation execution.
• Provides applicable disclosure brochures and other information regarding regulations and procedures of the bank and the federal government to new and potential clients.
• Sets up and implements new account data on the computer system and collects and maintains proper documentation to support newly established account relationships.
• Reviews documents for quality, accuracy, and completeness prior to filing.
• Assists in following up on any missing documentation.
• Ensures that all accounts opened are done according to established bank policies and procedures, as well as applicable regulations.
• Develops and builds relationships within CNB to facilitate service issues and opportunities for customers and prospects.

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: 5,001-10,000 employees