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If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank.
The Opportunity
This person is responsible for the day-to-day interaction with customers of the Entertainment Division. They are the primary contact person providing proactive and consultative support to resolve operations issues that may from time to time arise.
Advises clients of the most effective combinations of products and services for their individual situation. Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing business and operational needs.
As the operational expert for the client, the Account Officer / Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision.
Is also instrumental as a liaison with other internal departments to provide the operational excellence to clients.
The Responsibilities
Primary contact with customers / prospects for day-to-day operational needs, providing proactive, collaborative and consultative support.
Responsible for the operational integrity of the assigned area of responsibility.
Works directly with customers in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity, CD's, investments, etc.
to free Relationship Managers from performing these duties. Provide accurate, timely and extensive information to all customer inquiries and requests to ensure retention of existing profitable clients.
Resolves customer complaints and takes appropriate action to prevent future problems. Contacts customers regarding overdrafts (or other related problems) and performs follow-up necessary to resolve situation.
Determines appropriate method of approach.
Analyzes customer needs in order to cross-sell a wide variety of Bank services. Directs customers to appropriate area within the Bank such as Investment Department, Trust Department, or to a Relationship Manager.
Maintains complete knowledge of all banking products and services including technical proficiency with product utilization.
Develops new business through referrals and existing clients. Participates in customer call program either independently or with Relationship Manager.
Prepares call reports for management.
Provides assistance and coverage for all operations-related activity within the department. Reviews and processes deposits.
Approves checks for cashing. Prepares outgoing wire transfers. Prepares debit and credit entries to checking / saving accounts for transfers, loan payments, etc.
Reviews large deposits and either approves or declines immediate credit based on knowledge of clientele, account balance, account history and other related factors within delegated authority.
Approves deposits, transfers, overdrafts, and waivers of fees within specified authority limit.
Maintains up-to-date knowledge of account activity by reviewing various reports (e.g., rejects, overdraft reports, large item reports, float reports, etc.
on a regular basis. Identifies potential problems and takes appropriate action necessary to avoid financial loss to the Bank.
The Qualifications
or must be able to be registered under the
This is the pay range that Magnit reasonably expects to pay for this position : $33.33 / hour - $35.71 / hour
Benefits : Medical, Dental, Vision, 401K
Last updated : 2024-05-12
Full Time
Banking
$97k-128k (estimate)
05/13/2024
06/21/2024
cnb.com
LOS ANGELES, CA
3,000 - 7,500
1968
KELLY COFFEY
$1B - $3B
Banking
With $70.3 billion in assets, City National Bank provides banking, investment and trust services through locations in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis, Washington, D.C. and Miami*. In addition, the company and its investment affiliates manage or administer $81.3 billion in client investment assets. City National is a subsidiary of Royal Bank of Canada (RBC), one of North Americas leading diversified financial services companies. RBC serves more than 17 million personal, business, public sector and institutional clients thro...ugh offices in Canada, the United States and 34 other countries. For more information about City National, visit the companys website at cnb.com. *City National Bank does business in Miami and the state of Florida as CN Bank. Copyright 2021 City National Bank, CNB Member FDIC | All Rights Reserved Equal Housing Lender | NMLSR ID# 536994
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