Service Representative I - Treasury Management

City National Bank • Los Angeles, CA

1d

About The Position

The Service Representative I serves as the primary customer service and training contact for Treasury Management Services. The role liaises between clients and Bank units to respond to inquiries, resolve outstanding issues, and achieve lasting solutions by assessing root causes and recommending additional products or services. It provides consultative input to Operations and Product Management on resolving or preventing problems and performs operational and administrative functions with minimal supervision. The representative stays informed about new and updated products and services.

The role also coordinates account servicing and paperwork, prepares management reports and analytical projects using PC software, and delivers virtual training calls or workshops. It collaborates with subject matter experts on product updates and training materials to support a seamless client experience.

Requirements

• At least 1 year of experience in customer service operations in a banking environment.
• At least 1 year of direct client contact experience.
• At least 1 year of experience with Microsoft Office applications.
• Strong analytical, organizational, and problem-solving skills.
• Strong PC skills, including spreadsheet and database manipulation.
• Strong verbal and written communication skills.
• Ability to monitor call queues and pending work queues.
• Ability to interact effectively and professionally with colleagues, clients, and business partners.
• Good knowledge of banking operations and procedures.
• Strong leadership and interpersonal skills.

Nice To Haves

• Experience in Cash Management or Treasury Management.
• Experience in a customer service call center or service center.

Responsibilities

• Serve as a primary contact for clients and Bank units researching and resolving problems and inquiries.
• Use discretion and judgment when discussing clients’ current and future needs and progress toward solutions, and ensure client satisfaction.
• Liaise between clients and other Bank units to resolve issues and fulfill client requests.
• Coordinate with clients, account officers, and departments to ensure appropriate account service, completed paperwork, and operational arrangements.
• Prepare monthly and quarterly management reports using spreadsheet, database, analytical, and graphics software, and complete other assigned spreadsheet, analytical, and research projects.
• Maintain a proactive commitment to Bank programs, including CustomerFirst, the Community Reinvestment Act (CRA), and Equal Employment Opportunity.
• Facilitate and deliver virtual training conference calls and workshops.
• Collaborate with subject matter experts and provide feedback about new products and enhancements.
• Collaborate with subject matter experts to keep training materials and methods current and relevant.

Benefits

• Comprehensive healthcare coverage, including medical, dental, and vision plans, available the first of the month following the start date.
• Generous 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: Entry Level
• Education Level: No Education Listed