Manager Client Services Job Listing at City National Bank in Beverly Hills, CA (Job ID 11058)

Description

MANAGER CLIENT SERVICES WHAT IS THE OPPORTUNITY? This position is responsible for leading the day-to-day service and cross sell activities of a team of 6 or more Private Banking Officers. Interprets and oversees all aspects of high-net worth client servicing and transaction processing as well as in support of the Bank risk and regulatory requirements. Ensures quality client service, operational integrity and regulatory compliance. Provides sales support to Private Bankers and/or Client Managers in business development and portfolio management efforts. Acts as a liaison with branches and departments to resolve service related issues. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. WHAT WILL YOU DO?

• Staff Management
• Manage workflow, establish priorities, and determine work assignments for direct reports.
• Determine work assignments in conjunction with Private Banker and Client Manager based on experience, availability, and portfolio complexity and size.
• Provide technical guidance to and reviews the work of less experienced Private Banking Officers.
• Respond to questions or inquiries from internal and external clients/colleagues concerning operational policies, procedures, etc. before it is elevated, if necessary, to the Region Manager and/or Liquidity Solutions Head.
• Monitor performance, assess accomplishments, and give on-going performance feedback. Conduct annual performance appraisals for direct reports.
• Hire, train, coach, counsel and provide general direction and guidance to staff.
• Provide feedback on individual and team accomplishments, areas of improvement, and problems to Region Manager and participate as a team member in accomplishing objectives.
• Develop and motivate team members; identifies staff development needs and provides educational/training opportunities.
• Attend client meetings at the request of the Private Banker to facilitate complex service needs and/or assist in problem resolution.
• Client Services/Relationship Management
• Manage client and operation service workflow. Participate in delegating client assignments to the Private Banking Officers based on experience, availability and number of relationships and complexity of operational service needs.
• Ensure quality client service. Meet with staff on regular basis, discussing operational issues/client relations/satisfaction. Advise Liquidity Solutions Head and Region Manager(s) on issues affecting client relations ensuring the timely research and resolution of problems. Identify and recommend methods to improve effectiveness and program(s) productivity.
• Resolve complaints, problems and/or issues to avoid financial/key relationship loss to the Bank. Take appropriate action to prevent future problems as necessary.
• Cross Sell/Business Development
• Work with Liquidity Solutions Head and Colleague & Business Development Program Manager to provide necessary product training and development to direct reports as part of the Mastery Program.
• Work with Private Bankers and/or Client Managers to implement cross sell and retention strategies to promote the revenue growth and profitability of the team.
• Create and maintain effective relationships within and among teams, ensuring lines of communication remain open and clients are services at a consistently high level.
• Work with team to help identity new opportunities by deepening and broadening existing relationships.
• Compliance/Risk Management
• Review and approve activity on client accounts, within authority. Identify and escalate exception conditions to the Region Deposit Risk Managers, Client Managers, Private Bankers and/or Region Manager, as appropriate.
• Manage and implement action plans to correct findings from operation reviews, audits, or exam findings.
• Comply with all Bank policies and procedures and ensure team's adherence to the Bank's regulatory requirements.
• Responsible and accountable for appropriate quality controls related to the financial products the bank provides, the services the bank delivers, the processes employed and the incentives with which colleagues are awarded.
• All City National products, financial solutions and services are to be provided ethically and with integrity in a manner that is consistent with the client-first culture and values embodied in City National's PRIDE statement.

WHAT DO YOU NEED TO SUCCEED? Required Qualifications*

• Bachelor's Degree or equivalent
• Minimum 10 years of experience in banking operations and servicing
• Minimum 3 years in a management capacity

Additional Qualifications

• 12 years of experience in banking operations/private banking operations support and servicing. and 5+ years in a supervisory capacity
• 5+ years in a supervisory capacity
• Comprehensive knowledge of all aspects of operational banking functions for both deposits and lending.
• Thorough understanding of Bank policies and procedures, as well as regulatory requirements
• General knowledge of automated support systems, department efficiency and productivity, and personnel policies and procedures
• Excellent verbal and written communication skills to effectively interact with all levels of management and staff
• Maintain complete knowledge of all Bank products and services
• Achieve digital mastery; demonstrates capabilities to adapt learn, and utilize evolving automation and technology to perform the job

WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 per year. 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

Get a more detailed look at our Benefits and Perks.
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 at About 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.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

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