Service Representative Lead - Treasury Management

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SERVICE REPRESENTATIVE LEAD - TREASURY MANAGEMENT

WHAT IS THE OPPORTUNITY?

Serves as primary customer service contact for Treasury Management Services. Acts as liaison between clients and various Bank units to independently respond to client inquiries and resolve outstanding issues.

Manages customer relationship by attaining permanent resolution to issues, which includes assessing the cause of the issue and recommending additional products / services.

Provides consultative input to Operation and Product Management for problem resolution or prevention. Performs operations and administrative functions for the unit under minimal supervision.

Keeps abreast of new and changes to existing products and services.

What you will do

Serves as primary contact for clients and various units in the research and resolution of problems and inquiries. Consistently exercises discretion and judgment when interacting with clients to determine present and future needs and discuss progress toward solutions.

Ensures client satisfaction.

• Acts as liaison between client and other Bank units to resolve problems and comply with client requests.
• Coordinates with clients, account officers, and appropriate departments to ensure that clients are properly serviced, paperwork is properly executed and all operational arrangements are in place to service assigned accounts.
• Prepares monthly and quarterly management reports, utilizing various PC software including spreadsheet, database, analytical and graphics software packages and completes other spreadsheet analytical and research projects as assigned.
• Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity.

Must-Have*

• Minimum 5 years of experience working in a customer service operations environment within a bank or financial institution.
• Minimum 2 years in a lead or supervisory role required.
• Minimum 2 years experience with MS Office applications.

Skills and Knowledge

• Strong analytical, organizational and problem-solving skills.
• Strong PC skills including spreadsheet and database manipulation required.
• Strong verbal and written communication skills.
• Experience in Cash Management / Treasury Management preferred.
• Experience in a customer service call center / service center preferred.
• Strong leadership skills.
• Strong interpersonal skills.
• Good knowledge of banking operations and procedures.

Compensation

Starting base salary : $31.39 - $50.14 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and / or commissions.

To be considered for this position you must meet at least these basic qualifications

The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification.

It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

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. Get an inside look at our Benefits and Perks.

ABOUT CITY NATIONAL

City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024.

Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.

C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets.

City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.

City National Bank does business in Miami and the state of Florida as CN Bank.

For more information about City National, visit cnb.com.

EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION

City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct.

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process.

Please contact us via email or leave a message at (213) 673-9139. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online.

Only messages left for this purpose will be returned. Responses may take up to two business days.

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