Sales Ops Service Mgr-RBC​/CNB Synergies

SALES OPS SERVICE MGR-RBC/CNB SYNERGIES

Provides day‑to‑day servicing for Relationship Manager/Banking Advisor clients, relieves the Relationship Manager from performing account specific operational responsibility, resolves client inquiries/complaints and identifies cross‑sell opportunities by assessing deposit portfolio and client needs.

• Act as primary liaison between clients and all areas of the bank, perform follow‑up to ensure completion and satisfaction.
• Resolve client inquiries and complaints, prevent future problems, contact clients regarding overdrafts and follow‑up to resolve situations.
• Analyze client needs to cross‑sell a wide variety of bank services, introduce clients to appropriate areas within the bank such as Wealth Management, International and Treasury Management, maintain complete knowledge of all bank products and services.
• Participate in cross‑sell activities with the Relationship Manager/Banking Advisor as appropriate.
• Perform deposit operations‑related activities: review and process deposits, approve checks for cashing, prepare and approve outgoing wire transfers, initiate debit and credit entries for transfers, branch settlements, loan payments, etc., assist with mobile and online banking related inquiries and transactions.
• Review deposits and either approve, decline or place holds on immediate credit, process/approve transfers, overdrafts and waivers of fees within specified authority limits.
• Maintain up‑to‑date knowledge of account activity by reviewing various reports daily, identify potential problems and take appropriate action to avoid financial loss to the bank.
• 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 initiating ongoing communication with the client.
• Complete KYCs for new clients/entities/loans, approve items from Banking Offices, EIP, Non Post, maintain and update DARS report.

• Minimum 5 years’ experience in client service, banking operations or banking relationship management support.
• Minimum 5 years’ experience in a banking or financial services environment.
• Minimum 5 years of experience with bank products and services (deposits, wealth management, cash management, international, etc.).
• Bachelor's Degree preferred.
• Excellent risk management knowledge.
• Strong interpersonal, verbal and written communication skills to effectively interact with clients and bank colleagues at all levels.
• Solid knowledge of all phases of operations (installment loans, new accounts, loan payments, statement handling, wires).
• Excellent analytical skills.
• Strong Microsoft Office Suite skills (Word, Excel, Outlook).

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

• Comprehensive healthcare coverage (Medical, Dental, Vision) 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 (vacation, sick and volunteer time).
• Specialized health and family planning benefits (fertility benefits, cancer, diabetes and musculoskeletal support programs).
• Career Mobility support from a dedicated recruitment team.
• Colleague Resource Groups for 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 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. 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.