Client Services Professional III

Client Services Professional III

Leverage adaptable skills and service consistently across different LOB clients including the end-to-end execution of tasks and requests. Responsible for responding to and handling a broad range of complex operational issues for all client levels and all levels of colleagues, delivering an exceptional client service experience. Use product knowledge and standard procedures to provide proactive and reliable solutions to support the client relationship.

Provide consistent service through the end-to-end execution of tasks and requests, with a focus on quality and client security.

Entrepreneurial sense of ownership of client inquiries & requests, with proactive anticipation of client needs. Critical thinking to creatively resolve client issues while following standard practices and procedures. Can independently solve a range of straightforward problems.

Receives general instructions on routine work and detailed instructions on new projects or assignments. Works under moderate supervision. Exercises judgment within defined procedures and practices to determine appropriate action. When applicable, able to determine when collaboration or escalation are necessary. Takes accountability for decisions.

Answering incoming calls, emails, and correspondence from clients and completing requests on the client's behalf or escalating requests as appropriate. This can include money movement (transfer and payments), providing account information, updating client information, troubleshooting client issues, researching client inquiries and other requests. Provide proactive and reliable solutions to support the relationship based on comprehensive product knowledge.

Attending trainings, team meetings, and individual manager meetings for feedback, coaching, and development.

Supporting special projects as assigned

Required Qualifications *

• Bachelor's Degree or equivalent
• 1-3 years of customer service, banking, operations and/or relationship management support experience.
• 1-3 years of bank products, documentation, and servicing experience.

Additional Qualifications

• Substantive expertise across a variety of products. Understanding of upstream/downstream business processes & impacts.

Compensation Starting base salary: $25.93 – $41.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

• 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

About Us

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 at

Inclusion and Equal Opportunity Employment

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.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

* Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications.  accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.