Service Representative Lead - Treasury Management

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 inquires and resolve outstanding issues

Manages customer relationship by attaining permanent resolution to issue, which includes assessing the cause of 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 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 Strong Analytical, organizational and problem solving skills Strong PC skills including database and spreadsheet manipulation Strong verbal and written communication skills Able to monitor call queues and pending work queues Ability to interface in an effective and professional manner with colleagues, clients and business partners 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

READ MORE 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

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