Senior Account Services Specialist
City National Bank, Newark, DE, United States
SENIOR ACCOUNT SERVICES SPECIALIST
WHAT IS THE OPPORTUNITY?
Step into a pivotal role as a Senior Account Services Specialist. In this position, you'll collaborate with various departments to expertly manage new account requests for our esteemed clients. You will uphold the highest standards of confidentiality concerning sensitive bank information while ensuring compliance with all bank policies, as well as legal and regulatory standards, to maintain the integrity of operations.
WHAT WILL YOU DO?
Efficiently open and oversee new deposit accounts for assigned groups, guaranteeing that all required documentation and data entry are completed promptly and accurately.
Engage with clients to provide clear information, explain account documentation, and ensure proper execution of their documents.
Distribute necessary disclosure brochures and provide relevant insights about banking regulations and federal guidelines to clients.
Set up new account data accurately in the computer system, making sure all documentation is collected and meets the highest standards of quality and completeness.
Ensure that all accounts comply with the bank's established policies and relevant regulations.
Build and maintain strong relationships within the bank to enhance client service and identify new business opportunities.
WHAT DO YOU NEED TO SUCCEED? Required Qualifications 4+ years of experience in new account management.
A minimum of 4 years in a customer service role.
Additional Qualifications A proactive individual who excels in dynamic, fast-paced environments.
Possess specialized knowledge in relevant areas and demonstrate expertise in your duties.
Ability to effectively communicate complex and sensitive information.
Strong analytical skills with the capacity for sound decision-making.
Ability to work independently and be recognized as a dependable resource.
Support and mentor junior colleagues as needed.
A strong team player with a commitment to improving processes based on user feedback.
Adaptable to changing work environments and able to manage competing demands effectively.
Open to constructive feedback and willing to adjust approaches as necessary.
WHAT'S IN IT FOR YOU? Compensation
Starting base salary: $24.46 - $36.69 per hour, with variations based on experience and skills. Eligible for bonus and commissions. Benefits and Perks At City National, we offer exceptional benefits and perks, including: Comprehensive healthcare coverage for medical, dental, and vision plans starting from the first of the month following your hire date.
Generous 401(k) matching contributions.
Career development opportunities through tuition reimbursement and internal training resources.
Valuable time-off benefits, including vacation, sick leave, and volunteer time.
Access to specialized health and family planning benefits.
Career mobility support from a dedicated recruitment team.
Colleague Resource Groups for networking and community engagement.
ABOUT US Since 1954, City National Bank has continuously focused on delivering excellence to our clients, colleagues, and communities. As a subsidiary of the Royal Bank of Canada, integrity and exceptional client relationships are at our core. Discover more about our vibrant culture. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT We foster an inclusive environment where diversity is celebrated. City National Bank is an equal opportunity employer and welcomes all qualified applicants without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status, or other legally protected bases. *These are the basic qualifications for this position. Applications are accepted continuously until the position is filled. Unless specified otherwise, working from a designated City National location is essential for this position.
Engage with clients to provide clear information, explain account documentation, and ensure proper execution of their documents.
Distribute necessary disclosure brochures and provide relevant insights about banking regulations and federal guidelines to clients.
Set up new account data accurately in the computer system, making sure all documentation is collected and meets the highest standards of quality and completeness.
Ensure that all accounts comply with the bank's established policies and relevant regulations.
Build and maintain strong relationships within the bank to enhance client service and identify new business opportunities.
WHAT DO YOU NEED TO SUCCEED? Required Qualifications 4+ years of experience in new account management.
A minimum of 4 years in a customer service role.
Additional Qualifications A proactive individual who excels in dynamic, fast-paced environments.
Possess specialized knowledge in relevant areas and demonstrate expertise in your duties.
Ability to effectively communicate complex and sensitive information.
Strong analytical skills with the capacity for sound decision-making.
Ability to work independently and be recognized as a dependable resource.
Support and mentor junior colleagues as needed.
A strong team player with a commitment to improving processes based on user feedback.
Adaptable to changing work environments and able to manage competing demands effectively.
Open to constructive feedback and willing to adjust approaches as necessary.
WHAT'S IN IT FOR YOU? Compensation
Starting base salary: $24.46 - $36.69 per hour, with variations based on experience and skills. Eligible for bonus and commissions. Benefits and Perks At City National, we offer exceptional benefits and perks, including: Comprehensive healthcare coverage for medical, dental, and vision plans starting from the first of the month following your hire date.
Generous 401(k) matching contributions.
Career development opportunities through tuition reimbursement and internal training resources.
Valuable time-off benefits, including vacation, sick leave, and volunteer time.
Access to specialized health and family planning benefits.
Career mobility support from a dedicated recruitment team.
Colleague Resource Groups for networking and community engagement.
ABOUT US Since 1954, City National Bank has continuously focused on delivering excellence to our clients, colleagues, and communities. As a subsidiary of the Royal Bank of Canada, integrity and exceptional client relationships are at our core. Discover more about our vibrant culture. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT We foster an inclusive environment where diversity is celebrated. City National Bank is an equal opportunity employer and welcomes all qualified applicants without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status, or other legally protected bases. *These are the basic qualifications for this position. Applications are accepted continuously until the position is filled. Unless specified otherwise, working from a designated City National location is essential for this position.