Private Banking Officer II

PRIVATE BANKING OFFICER II WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and / or Private Bankers from performing account specific operational responsibility

Resolves client inquiries / complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs

Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.)

Provides clients with accurate, timely and extensive information to ensure quality service and client retention

Oversees the risk associated with the operational aspects of client servicing and transaction processing for the portfolio supported

What you will do Risk Management / Compliance Within authority, perform deposit operations-related activities within the department

Review and process deposits

Approve checks for cashing

Process deposit fee reversals

Maintain up-to-date knowledge of account activity by reviewing various reports and systems

Identify potential problems and take appropriate action necessary to avoid financial loss to the Bank

Facilitate new deposit account and small business consumer lending requests by providing disclosures, gathering documents and initiates ongoing communication with the client

Complete KYCs for new clients / entities / loans

Follow up with client for missing documentation on DARS report

Respond timely and accurately to inquiries from the Bank’s Financial Intelligence Unit (KYC / AML) and / or other Support Unit’s regarding client transactions and account activity

Comply with all Bank policies and procedures and ensure adherence to the Bank’s regulatory requirements

Client Services Act as primary liaison between the client and all areas of the bank

Perform follow up with all client requests to ensure completion and satisfaction

Resolve client inquiries and complaints and take appropriate action to prevent future problems

Contact clients regarding overdrafts (or other related problems) and perform follow-up necessary to resolve situation

Determine appropriate method of approach

Cross Sell Analyze client needs in order to cross-sell a wide variety of Bank services

Introduce clients to appropriate area within the Bank such as Wealth Management, International, Treasury Management, or to a Private Banker

Maintain complete knowledge of all bank products and services

Participate in cross sell activities independently or with the Private Banker, as appropriate

Channel referrals / warm leads from existing clients to the Private Banker or Private Banker Manager

Must-Have* H.S

Diploma Minimum 7 years of experience in client service, banking operations or Private Banking relationship management support required

Minimum 5 years of experience in a banking or financial services environment required Minimum 5 years of experience with bank products and services (e.g

deposits, cash management, international, etc.) required

Skills and Knowledge Bachelor's Degree preferred

Strong risk management and operations knowledge

Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels

Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires)

Excellent analytical skills

Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook)

Achieve digital mastery; demonstrates capabilities to adapt learn, and utilize evolving automation and technology to perform the job Compensation Starting base salary : $65,296 - $104,304 per year

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

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank is an equal opportunity employer committed to diversity and inclusion

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 law.

ABOUT CITY NATIONAL We start with a basic premise : Business is personal

Since day one we've always gone further than the competition to help our clients, colleagues and community flourish

City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today

City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.