Client Servicing Specialist-Funds xfr

Client Servicing Specialist-Funds Xfr

The Client Service Specialist is responsible for responding to and handling a broad range of inquiries regarding complex wire transfer procedures and processes as well as providing status updates to all CNB internal and external clients, delivering an exceptional client service experience aligned with our City National Brand promise. Manage client conversations utilizing strong communication skills as well as product and operations knowledge.

Independently analyze, resolve, prioritize, and process wire transfer transactions. Provides guidance to clients on issues requiring immediate attention. Informs management of potential problems and escalates issues accordingly. Provides feedback from clients to management regarding service quality, products, policy and procedures. Identifies suspicious calls or situations requiring escalation and follows established procedures to ensure clients personal and account information is safe and secure.

Respond to and handle a broad range of complex wire related issues from Crystal, Gold, Silver, Bronze and Cornerstone level clients and all levels of bank personnel for all City National Bank branches and departments with the appropriate level of urgency. Manage a minimum of 4 different applications supporting the funds transfer process (IBS Insight, SQN, Money Transfer System, Esker) in a high volume, fast-paced telephone and technical environment.

Provide advice and solutions to both internal and external clients related to wire transfer needs.

Resolves client complaints and diffuse unsatisfied clients while maintaining a strong commitment to improving the client experience. Provide guidance on issues requiring immediate attention, including complaints, fraudulent wires, and various inquiries. Escalate issues to management and Relationship Managers, as necessary.

Processes incoming and outgoing, domestic and international, US dollar and foreign currency wire transfer requests free of errors.

Reviews online and department manuals to ensure adherence to policy and procedures. Remain updated on Bank policies and procedures, new products and services, regulatory compliance and fee changes.

Assist Management in meeting service levels by monitoring calls in queue and remaining available on the phone throughout the day.

Identify trends and recommend process improvements to management regarding production issues negatively impacting clients.

Escalate any suspicious wire requests to management for additional review.

Maintain operational integrity and comply fully with all Bank Operations policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).

Complete other related work as assigned.

Minimum 2 years of Client Service experience, call center experience a plus

Minimum 2 years of financial transaction processing experience

Knowledge of banking operations including wire/fund transfer.

Exceptional communication skills (listening, problem-solving and decision-making).

Ability to manage difficult discussion with all level clients utilizing excellent problem solving and decision making-skills.

Conducts conversations with a focus on high quality client service in a fast pace call center environment.

Experience with call center environment technologies and numerous mobile and online banking applications/systems.

Strong client service skills. Ability to remain calm and composed when dealing with challenging and highly charged situations.

Comprehensive knowledge in Windows desktop operating systems.

Must have the ability to function independently to research and resolve complex issues effectively

Ability to multi-task in a high paced call center environment while solving problems and finding solutions to meet our clients' expectations and needs

Maintains a high level of professionalism

Strong data entry skills

Has a strong sense of urgency

Starting base salary: $22.27 - $33.43 per hour. Exact compensation may vary based on skills, experience, and location.

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

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…