Sr Manager Operations– Preferred Banking

City National Bank•Los Angeles, CA

About The Position

provides leadership in conjunction with the Preferred Banking Manager, will have all operational colleagues reporting on this role for Preferred Banking. Primarily responsible for the operational integrity of the Preferred Banking strategy. Responsibilities for management of clerical, administrative, reporting, validation, and compliance, in conjunction with operational segments as needed based on assignment and market opportunity. Provides day-to-day colleague management for Preferred Banking Relationship Manager(s), and may relieve the Preferred Banking Relationship Manager(s) from performing clerical, administrative, and most operations responsibilities and overall administrative duties. Works in partnership with partners across service, operations, and sales partners located across multiple different divisions in the United States and across the globe. Helps oversee the risk management associated with the operational aspects of Preferred Bankers relationship servicing and transaction processing for the portfolio supported. Provides a variety of administrative and staff support services to an organizational unit. Supports management with ensuring reporting, administrative requirements, and deadlines for the team are met. Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows client relationships through high touch service analysis, and solutions to individuals and families within a specific region. Partners with the Preferred Banking RM's for business development and relationship management activities to support high-net-worth and ultra-high-net prospects and clients and is responsible for profitable growth within the portfolio assigned. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (5afe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.

Requirements

10 years of experience in client service, banking operations, or banking relationship management support
10 years of experience in a banking or financial services environment
10 years of experience with bank products and services (e.g. deposits, wealth management, cash management, international. etc.)

Responsibilities

Support Preferred Banker in all areas of new business development by coordinating colleagues and resources, ensuring tailored materials are created, and meeting with prospective clients jointly.
Partner with Preferred Banking in profiling across the full spectrum of the needs of PB target segments. Utilize planning capabilities and proactively offer customized solutions to all clients.
Identity new opportunities by deepening and broadening existing relationships.
Participate with CNB team on sales calls. Help Banker facilitate pre-brief and de-brief meetings.
Assume primary responsibility for on-boarding new clients or expanding current clients with new investment management and trust, new loan facilities, new deposits, and all other solutions. Lead coordination with all partners to ensure a smooth and seamless on-boarding process.
Manage relationships with the Preferred Banker and client team in planning, delivery and regular review with clients including the obtaining of information to complete the 360 reviews.
Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior dent experience.
Proactively communicate with clients about current conditions in the financial markets and necessary adjustments and discuss/recommend changes to their existing solution set. Ensure full client team is coordinated on communication.
This job is responsible for providing diverse and confidential administrative support, including extensive calendar management
Maintain up-to-date knowledge of account trends by reviewing various reports on a daily basis.
Ensure early identification and proper escalation of potential risk to appropriate level of authority.
May train and assist other employees
May assist in completing KYCs for new clients/entities/loans.
Communicates with executives and line management to gather and convey relevant information
Prepares correspondence, reports, and forms for leaders, following interaction with internal and/or external customers to answer questions, research, and resolve problems
Work closely and effectively with the team leads to keep them well informed of upcoming commitments and responsibilities and follow up as necessary
Implement operational improvements, to execute best practices in structuring efficient work flow

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

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