Sales Ops Service Mgr-RBC​/CNB Synergies

Sales Ops Service Manager-Rbc/Cnb Synergies

Provides day-to-day servicing for Relationship Manager/Banking Advisor clients, and relieves the Relationship Manager/Bank Advisor from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-sell opportunities by assessing deposit portfolio and client needs. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, Mobile Banking, Online Banking, CDs, loan payments and advances, etc.).

Provides clients with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk associated with the operational aspects of client servicing and transaction processing for the portfolio supported.

• Act as primary liaison between the client and all areas of the bank.
• Perform follow up with all client requests to ensure completion and satisfaction.
• Resolve client inquiries and complaints and take appropriate action to prevent future problems.
• Analyze client needs in order to cross-sell a wide variety of Bank services.
• Participate in cross sell activities with the Relationship Manager/Banking Advisor, as appropriate.

• Perform deposit operations-related activities within the department.
• Review and process deposits. Approve checks for cashing. Prepare and approve (within authority) outgoing wire transfers.
• Initiate debit and credit entries to checking/saving accounts for transfers, branch settlements, loan payments, etc.
• Maintain up-to-date knowledge of account activity by reviewing various reports on a daily basis.
• Ensure early identification and proper escalation of potential risk to appropriate level of authority.
• Facilitate new deposit account requests by providing disclosures, gathering documents and initiate ongoing communication with the client.
• Complete KYCs for new clients/entities/loans.
• Approve items from Banking Offices, EIP, Non Post, etc.
• Maintains and update DARS report.

• Minimum 5 years' experience in client service, banking operations or banking relationship management support required.
• Minimum 5 years' experience in a banking or financial services environment required.
• Minimum 5 years of experience with bank products and services (e.g. deposits, wealth management, cash management, international, etc.) required.

• Bachelor's Degree preferred
• Excellent risk management knowledge.
• Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels.
• Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires).
• Excellent analytical skills.
• Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook).

Compensation Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

• 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

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.

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, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.