CLIENT SERVICE PROFESSIONAL: A Vital Role in Consumer and Business Banking
In the dynamic world of consumer and business banking, Client Service Professionals play a pivotal role. Their expertise and dedication ensure smooth banking operations, enhance customer satisfaction, and foster long-term client relationships.
Role and Responsibilities of a Client Service Professional
An efficient Client Service Professional is instrumental in performing day-to-day servicing for their team and clients. They work directly with clients in all areas of deposit and credit operations, which include new accounts, wires, transfers, account activity, and online banking, among others.
Providing clients with accurate, up-to-date, and detailed information is a significant part of their job. They ensure top-quality service, thereby promoting client retention. They are also adept at resolving client inquiries and complaints and identifying the root cause of any errors or discrepancies.
Interacting with Clients and the Bank
Client Service Professionals act as the primary liaison between the client and all areas of the bank. They carry out follow-ups with all clients to ensure completion and satisfaction. They are also responsible for introducing clients to the appropriate departments within the bank, thereby maintaining an extensive knowledge of bank products and services.
Identifying Risks and Opportunities
One of their key responsibilities is to ensure the early identification of potential risks and escalate them to the appropriate authority level. They utilize their knowledge of bank products and services to evaluate new opportunities for growth in relationships and recommend beneficial solutions to clients and prospects.
Managing Complaints and Requests
They also handle client complaints and take appropriate action to prevent future issues. Contacting clients regarding overdrafts or other related problems and performing necessary follow-ups to resolve the situation is an integral part of their role.
Qualifications and Skills Required for the Role
Aspiring Client Service Professionals require a Bachelor’s Degree or equivalent. A minimum of five years of experience in client service, banking operations, or banking relationship management support is also required. Prior business banking experience is helpful but not mandatory.
They should possess a thorough knowledge of bank policies and procedures and regulatory compliance. A solid understanding of all phases of operations such as installment loans, new accounts, loan payments, statement handling, and wires is also crucial for the role.
Strong problem-solving skills, excellent interpersonal, verbal and written communication skills, and strong organizational and time management skills are other essential qualifications for this role. Proficiency in Microsoft Office Suite (Word, Excel, Outlook) is also required.
Compensation and Benefits
The starting base salary for a Client Service Professional ranges between $59,467 – $94,975 per year. Exact compensation may vary based on skills, experience, and location. The job is also eligible for bonuses or commissions.
Perks include comprehensive healthcare coverage, generous 401(k) company matching contributions, and career development opportunities through tuition reimbursement and other resources. Valued time away benefits like vacation, sick, and volunteer time, specialized health and family planning benefits, career mobility support, and colleague resource groups are also part of the package.
About City National Bank
Founded in 1954 by entrepreneurs for entrepreneurs, City National Bank upholds a legacy of integrity, community, and unparalleled client relationships. As a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies, City National continues to strive for excellence in all areas.
City National Bank embraces inclusivity and values diversity. It is an equal opportunity employer where all qualified applicants receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status, or any other basis protected by law.
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