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City National Bank

Provides banking, investment, and trust services

Client Services Professional 1

Customer SupportConfirmed live in the last 24 hours
Full-timePhoenix, AZ, USAIn-person

About the Job

Requirements

  • A bachelor's degree or equivalent is required.
  • At least one year of client service, operations, and/or relationship management support experience is required.
  • At least one year of documentation and client-facing services experience is required.
  • Basic expertise across a variety of products is required.
  • Understanding of upstream and downstream processes and their impacts is required.

Responsibilities

  • Answer incoming client calls, emails, and correspondence, complete requests on clients' behalf, and escalate requests as appropriate. Requests may include money movement such as transfers and payments, providing account information, and updating client information.
  • Manage servicing needs for clients within a portfolio, using product knowledge and standard procedures to provide proactive and reliable solutions and consistent service through end-to-end execution of tasks and requests.
  • Work under general supervision and follow detailed instruction, guidance, and direction; vary from established procedures only with limited discretion; determine when collaboration or escalation is necessary; and take accountability for decisions.
  • Take ownership of client inquiries and requests, proactively anticipate client needs, and use critical thinking to resolve client issues while following standard practices and procedures.
  • Attend trainings, team meetings, and individual manager meetings for feedback, coaching, and development.

About the Company

City National Bank

Provides banking, investment, and trust services

City National Bank provides personalized banking, investment and trust services to individuals and businesses, with $93 billion in assets and $106 billion in client assets under management or administration. It offers traditional banking, wealth management and fiduciary services through branches and private banking relationships across markets in California, New York, Tennessee, Georgia, Delaware, Nevada, Washington, D.C., and Miami (as CN Bank). The bank distinguishes itself with a strong local footprint, close integration with its parent Royal Bank of Canada, and a history of community giving, including nearly $10 million donated in 2024. Its goal is to help clients grow and protect their wealth while supporting the communities it serves and expanding its market reach through trusted advisory services.

Company size
5,001-10,000
Company stage
IPO
Headquarters
Los Angeles, CA
Founded
1953

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