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At City National, we are constantly in search of experienced, client service oriented professionals who want to become a part of our team and make a difference.

Sr Client Specialist

Job ID PBB-9339 CityLos Angeles StateCalifornia Exempt/Non ExemptNon-Exempt ShiftDay Work ScheduleM-F, 8-5
The Sr. Client Specialist's primary responsibility is to work directly with clients on a daily basis in handling all areas of client service, operational tasks, and sales consultation. They actively engage in completing all cashiering requests, work with clients to ensure inquiries/issues are resolved, and to analyze client needs for cross-sell opportunities. They provide accurate and timely responses to client inquiries to ensure retention of existing profitable clients. This person will support internal sales activities including recognizing referral/sales opportunities and making appropriate product/service recommendations. They will be capable of opening new accounts, be conversant in most product capabilities and recommendations, and contribute to the branch in meeting sales and service objectives. Assists the Client Officer/Client Manager in coordinating branch operations workflow to ensure exemplary client service and adherence to established policies and procedures. Provides assistance as needed in different positions in every area of the branch operations, including new accounts. Can handle more complex issues. At this level, colleagues have and are further developing branch operations knowledge such as regulations, bank policies and practices. May train and provide guidance to less experienced Client Specialists. Typically at a moderate to high volume transaction office.
Basic Qualifications
  • *Minimum 1 year of cross-selling experience required.
  • *Minimum 2 years customer service experience required.
  • *Minimum 2 years of cash handling experience required.
  • *Minimum 2 years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required.
Skills and Knowledge
  • General knowledge of Bank products and services.
  • Good interpersonal, verbal and written communication skills.
  • Ability to organize and prioritize work.
  • Good problem solving skills.
*Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.

Equal Opportunity/Affirmative Action Employer, Minorities/Females/Individuals with Disabilities/Veterans

Note: This 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.

Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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