Client Onboarding Success Mgr II at City National Bank
Los Angeles, CA 90071
About the Job
CLIENT ONBOARDING SUCCESS MGR II WHAT IS THE OPPORTUNITY? The Treasury Management Solutions (TMS) Client Onboarding Success Manager is responsible for onboarding new and existing clients with new Treasury management products from simple to complex in nature
Project manages and owns the implementation of products and services according to defined processes and policies ensuring client satisfaction.Onboard clients efficiently & effectively including the coordination of all required parties with focus around cycle-time to expedite time to revenue and in accordance with the published service level agreements
What you will do Sales/Client interaction gathering details of implementation and agreements Coordinate all aspects of client kick-off call for handoff from Sales to Client Success Manager to confirm scope and agree on milestones (depending on complexity of deal) (note– add to internal process document parameters) Ensuring all TMS agreements/documentation/requirements are sent and received back from the client based on services being set up Ensure compliance with audit and risk policies and procedures
Proactively manage implementation issues, escalations and error resolution
Manage and document changes to policies and procedures that have arisen during the client onboarding process to improve future client experience
Scheduling/Coordinating file testing with client/vendors/CNB resources Schedule and coordinate testing with the TMS Client Testing Team Internal coordination to ensure implementation progressing Create and manage project plan with agreed milestones for each new client onboarding or new complex product implementation
Set-up reoccurring calls with client and any necessary internal partners and vendors to move forward on implementation acting as a liaison between all areas
Maintain dashboard with status and updates on progress of implementation to client and deal team on a regular basis Coordinate and ensure client training is completed and meets needs of client Ensure client is trained based on implementation timeline Remain point of contact for 30 days post implementation to ensure client success in utilization of products
Facilitate a hand-off to the line of business operations, client services and sales team
Must-Have* 3-5 years customer service experience 3-5 years financial service & banking industry experience, preferably handling treasury services 3-5 years of experience with Microsoft, project and/or data tools Skills and Knowledge Preferred Bachelor degree or equivalent job experience Seasoned problem-solving, analytical and decision-making skills Preferred client facing treasury services implementation experience
Has strong working knowledge of treasury management products and services Proven project management experience, certification a plus (Certified Treasury Professional, Project Management Institute) Proficient in Microsoft office software and data tools Strong teamwork and partnership skills Strong and effective communication (verbal and written) and presentation skills Demonstrable self-motivation, initiation and strong customer focus Ability to work independently Compensation Starting base salary: $34.55 - $55.19 per hour
Exact compensation may vary based on skills, experience, and location
This job is eligible for bonus and/or commissions
*To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification
It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues
Get an inside look at our Benefits and Perks
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank is an equal opportunity employer committed to diversity and inclusion
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.' ABOUT CITY NATIONAL We start with a basic premise: Business is personal
Since day one we've always gone further than the competition to help our clients, colleagues and community flourish
City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today
City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies
#CA-DH
Project manages and owns the implementation of products and services according to defined processes and policies ensuring client satisfaction.Onboard clients efficiently & effectively including the coordination of all required parties with focus around cycle-time to expedite time to revenue and in accordance with the published service level agreements
What you will do Sales/Client interaction gathering details of implementation and agreements Coordinate all aspects of client kick-off call for handoff from Sales to Client Success Manager to confirm scope and agree on milestones (depending on complexity of deal) (note– add to internal process document parameters) Ensuring all TMS agreements/documentation/requirements are sent and received back from the client based on services being set up Ensure compliance with audit and risk policies and procedures
Proactively manage implementation issues, escalations and error resolution
Manage and document changes to policies and procedures that have arisen during the client onboarding process to improve future client experience
Scheduling/Coordinating file testing with client/vendors/CNB resources Schedule and coordinate testing with the TMS Client Testing Team Internal coordination to ensure implementation progressing Create and manage project plan with agreed milestones for each new client onboarding or new complex product implementation
Set-up reoccurring calls with client and any necessary internal partners and vendors to move forward on implementation acting as a liaison between all areas
Maintain dashboard with status and updates on progress of implementation to client and deal team on a regular basis Coordinate and ensure client training is completed and meets needs of client Ensure client is trained based on implementation timeline Remain point of contact for 30 days post implementation to ensure client success in utilization of products
Facilitate a hand-off to the line of business operations, client services and sales team
Must-Have* 3-5 years customer service experience 3-5 years financial service & banking industry experience, preferably handling treasury services 3-5 years of experience with Microsoft, project and/or data tools Skills and Knowledge Preferred Bachelor degree or equivalent job experience Seasoned problem-solving, analytical and decision-making skills Preferred client facing treasury services implementation experience
Has strong working knowledge of treasury management products and services Proven project management experience, certification a plus (Certified Treasury Professional, Project Management Institute) Proficient in Microsoft office software and data tools Strong teamwork and partnership skills Strong and effective communication (verbal and written) and presentation skills Demonstrable self-motivation, initiation and strong customer focus Ability to work independently Compensation Starting base salary: $34.55 - $55.19 per hour
Exact compensation may vary based on skills, experience, and location
This job is eligible for bonus and/or commissions
*To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification
It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues
Get an inside look at our Benefits and Perks
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank is an equal opportunity employer committed to diversity and inclusion
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.' ABOUT CITY NATIONAL We start with a basic premise: Business is personal
Since day one we've always gone further than the competition to help our clients, colleagues and community flourish
City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today
City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies
#CA-DH