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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, USA

About the Job

Requirements

  • A bachelor's degree or equivalent.
  • At least 1 year of client service, operations, and/or relationship management support experience.
  • At least 1 year of documentation and client-facing services experience.
  • Basic expertise across a variety of products.
  • Understanding of upstream and downstream processes and their impacts.

Responsibilities

  • Manage servicing needs for clients within a portfolio and provide proactive, reliable solutions using product knowledge and standard procedures.
  • Answer incoming client calls, emails, and correspondence; complete requests on clients’ behalf or escalate requests as appropriate, including money movement (transfers and payments), providing account information, and updating client information.
  • Execute tasks and requests consistently from end to end.
  • 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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