Sales Ops Service Mgr-RBC/CNB Synergies

City National Bank • New York, NY

13h

About The Position

Provides day-to-day servicing for Relationship Manager/Banking Advisor clients and relieves Relationship Managers/Banking Advisors of account-specific operational responsibilities. Resolves client inquiries and complaints, identifies cross-selling opportunities by assessing deposit portfolios and client needs, and works directly with clients on deposit operations such as wires, new deposit accounts, checking and savings activity, mobile and online banking, CDs, loan payments, and advances. Provides accurate, timely, and extensive information to support quality service and client retention. Oversees risk associated with operational client servicing and transaction processing for the supported portfolio.

Acts as the primary liaison between clients and bank departments, follows up on requests, addresses overdrafts and other account issues, and refers clients to appropriate bank services. Performs and oversees deposit operations activities within delegated authority, monitors account activity and reports, identifies and escalates potential risks, facilitates new deposit account requests, completes KYC activities, and maintains the DARS report.

Requirements

• Bachelor's degree or equivalent.
• At least 5 years of experience in client service, banking operations, or banking relationship management support.
• At least 5 years of experience in a banking or financial services environment.
• At least 5 years of experience with bank products and services, such as deposits, wealth management, cash management, and international services.
• Excellent risk management knowledge.
• Strong interpersonal, verbal, and written communication skills for interacting effectively with clients and bank colleagues at all levels.
• Solid knowledge of operational areas such as installment loans, new accounts, loan payments, statement handling, and wires.
• Excellent analytical skills.
• Strong Microsoft Office Suite skills, including Word, Excel, and Outlook.

Nice To Haves

• Bachelor's degree preferred.

Responsibilities

• Serve as the primary liaison between clients and all areas of the bank; follow up on client requests to ensure completion and satisfaction.
• Resolve client inquiries and complaints, take action to prevent recurring problems, and contact clients about overdrafts or related issues.
• Analyze client needs and identify cross-selling opportunities; introduce clients to appropriate bank areas, including Wealth Management, International, and Treasury Management.
• Participate in cross-selling activities with the Relationship Manager/Banking Advisor, as appropriate.
• Perform deposit operations activities, including reviewing and processing deposits, approving checks for cashing, preparing and approving outgoing wire transfers within authority, and initiating account debit and credit entries for transfers, branch settlements, loan payments, and related transactions.
• Assist with inquiries and transactions related to mobile and online banking.
• Review deposits and approve, decline, or place holds on immediate credit within delegated authority, considering client, account balance, account history, and related factors.
• Process or approve transfers, overdrafts, and fee waivers within specified authority limits.
• Review account activity reports daily, identify potential problems, and take appropriate action to avoid financial loss to the bank.
• Identify and appropriately escalate potential risks.
• Facilitate new deposit account requests by providing disclosures, gathering documents, and initiating ongoing client communication.
• Complete KYC processes for new clients, entities, and loans.
• Approve items from Banking Offices, EIP, Non Post, and other specified sources.
• Maintain and update the DARS report.
• Maintain complete knowledge of bank products and services.

Benefits

• Medical, dental, and vision coverage available the first of the month following the start date.
• 401(k) company matching contribution.
• Tuition reimbursement and internal upskilling and training resources.
• Vacation, sick, and volunteer time.
• Fertility benefits and cancer, diabetes, and musculoskeletal support programs.
• Career mobility support from a dedicated recruitment team.
• Colleague Resource Groups for networking and community engagement.
• Eligible for bonus and/or commissions.

What This Job Offers

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