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Client Service Officer I_Consumer & Business Banking
Client Service Officer I_Consumer & Business BankingLos Angeles Staffing • Los Angeles, CA, US
Client Service Officer I_Consumer & Business Banking

Client Service Officer I_Consumer & Business Banking

Los Angeles Staffing • Los Angeles, CA, US
1 day ago
Job type
  • Full-time
Job description

Client Service Officer I Consumer & Business Banking

Responsible for performing day-to-day servicing for respective team and clients. Works directly with clients in all areas of deposit and credit operations (new accounts, wires, transfers, account activity, online banking etc.) Provides clients with accurate, timely and detailed information to ensure quality service and client retention. Resolves client inquiries / complaints and identifies "root cause" of errors / discrepancies identified. Relieves Relationship Manager from performing account specific servicing tasks. Support Client Service Manager Consumer and Business Banking.

Acts as primary liaison between client and all areas of the bank. Perform follow-up with all clients to ensure completion and satisfaction. Introduce clients to appropriate area within Bank, maintain knowledge of bank products and services. Ensure early identification and proper escalation of potential risk to appropriate level of authority. Uses knowledge of bank products and services to evaluate new opportunities for growth in relationships and recommending beneficial solutions to clients / prospects. Is dedicated to meeting the expectations and requirements of internal and external clients; gets first-hand client information and uses it for improvements in products and services; acts with clients in mind; establishes and maintains effective relationships with clients and gains their trust and respect. Resolves problems, answers questions related to client accounts and utilization of bank products and services. Resolves client complaints and takes appropriate action to prevent future problems. Contacts clients regarding overdrafts (or other related problems) and performs follow-up necessary to resolve situation. Determines appropriate method of approach. Analyzes client needs in order to recommend appropriate solutions / benefits to clients / prospects. Assist with leading and managing internal service process including outbound calling efforts to clients / prospects. Coordinate branch facilitated requests (cashier's checks, cash orders, FX, etc.). Fraud reporting. Is considered a subject matter expert in operations policies, procedures, and applicable regulatory requirements. Support sales colleagues and Client Services Manager to build and maintain client relationships. Will support multiple sales teams.

Required Qualifications

  • Bachelor's Degree or equivalent
  • Minimum 2 years' experience in client service, banking operations or banking relationship management support required.
  • Minimum 2 years' experience in a banking or financial services environment required

Additional Qualifications

  • Prior Business Banking experience helpful
  • Knowledge of Bank policies and procedures and regulatory compliance.
  • Knowledge of Bank products and services.
  • Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires).
  • Problem solving skills.
  • Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels.
  • Strong organizational and time management skills and ability to prioritize work.
  • Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook).
  • What's In It For You?

    Compensation Starting base salary : $22.27 - $33.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and / or commissions.

    Benefits and Perks

    At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including :

  • 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
  • About Us

    Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us.

    Inclusion and Equal Opportunity Employment

    City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

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