Client Services Representative IV Job Listing at City National Bank in New York, NY (Job ID 62151)

Description

***The priorities for this role has shifted to find someone with the same skillset/ background to work in the NYC/NY office. This position will be Hybrid three days a week at 400 Park Avenue, Seventh Floor, New York, NY 10022.***

Summary: Performs the most complex of duties assisting clients including opening accounts, problem resolution, transaction processing, and servicing of loans. Essential Duties and Responsibilities: - Responds to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's products or services. - Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices. - Coordinates problem resolution with appropriate departments. Informs customers of standard procedures or resolution of problem. - Follows up, either verbally or in writing, to ensure customer satisfaction. - Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies. - Acts as a liaison between clients and company. Provides feedback to sales, quality assurance and product management. - May compile information, prepare reports or summaries, and submit for review. - Recommends changes to existing policies and procedures. - May provide guidance to less experienced representatives. - Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities: In-Depth Knowledge of: - Company policies, procedures, practices, products and services. - Banking operations, procedures, and policies. Skill in: - Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. - Mathematical abilities sufficient to process and balance daily business transactions. - Written and verbal communication skills sufficient to interact effectively with external and internal clients. Ability to: - Organize and prioritize workload to meet deadlines. - Provide courteous, timely service when addressing client issues and transactions. - Use good judgment in responding to complex client issues. - Coach staff on client services issues. Educational/Previous Experience Requirements: High School Degree or equivalent with three (3) years of customer service experience. ~or~ An equivalent combination of education, experience and/or training approved by Human Resources. Licenses/Certifications: None Required.

• This is the pay range that Magnit reasonably expects to pay someone for this position, however, as a supplier your expected pay range may differ: (USD)38.28/hour-(USD)41.02/hour
• Benefits: It is recommended that employers include a general description of any health or compulsory benefits for compliance with Pay Transparency laws.