Job Description
SERVICE REPRESENTATIVE II - TREASURY MANAGEMENT
WHAT IS THE OPPORTUNITY?
Serves as primary customer service & training 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 WILL YOU 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.
• Facilitate and deliver virtual conference calls and/or workshops.
• Provide feedback and collaborate with subject matter experts to understand new product offerings and/or enhancements.
• Provide feedback and collaborate with subject matter experts to ensure training materials and methodology and up-to-date and relevant, to guarantee a positive and seamless client experience.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
• Bachelor's Degree or equivalent
• Minimum 2-3 years of experience in customer service operations in a banking environment required.
• Minimum 2 years of experience with direct client contact required
• Minimum 2 years of experience with MS office applications
Additional Qualifications
• 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
• Bilingual Spanish desired
WHAT'S IN IT FOR YOU?
CompensationStarting base salary: $25.93 - $41.43 per hour. 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, ****** 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.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
WHAT IS THE OPPORTUNITY?
Serves as primary customer service & training 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 WILL YOU 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.
• Facilitate and deliver virtual conference calls and/or workshops.
• Provide feedback and collaborate with subject matter experts to understand new product offerings and/or enhancements.
• Provide feedback and collaborate with subject matter experts to ensure training materials and methodology and up-to-date and relevant, to guarantee a positive and seamless client experience.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
• Bachelor's Degree or equivalent
• Minimum 2-3 years of experience in customer service operations in a banking environment required.
• Minimum 2 years of experience with direct client contact required
• Minimum 2 years of experience with MS office applications
Additional Qualifications
• 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
• Bilingual Spanish desired
WHAT'S IN IT FOR YOU?
CompensationStarting base salary: $25.93 - $41.43 per hour. 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, ****** 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.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
💡 Quick Summary
Seeking a career-building opportunity? The Service Representative II - Treasury Management position is now open for candidates interested in the Bank Jobs sector. This role in Los Alamos offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
