Client Service Officer I_Consumer & Business Banking

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 inquires / 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

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 :

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.