Account Manager Senior ENT at City National Bank
Beverly Hills, CA 90210
About the Job
ACCOUNT MANAGER SENIOR ENT WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with customers of the Entertainment Division
They are the primary contact person providing proactive and consultative support to resolve operations issues that may from time to time arise
Advises clients of the most effective combinations of products and services for their individual situation
Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing business and operational needs
As the operational expert for the client, the Account Officer/Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision
Is also instrumental as a liaison with other internal departments to provide the operational excellence to clients
Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act
Must remain in good standing under the Safe Act
What you will do Primary contact with customers/prospects for day-to-day operational needs, providing proactive, collaborative and consultative support
Responsible for the operational integrity of the assigned area of responsibility
Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in relationships and recommending solutions to customers/prospects
Follows-through with plan designed by Relationship Manager for customer, as defined
Resolves problems, answers questions related to customer accounts and utilization of bank products and services
Works with customers and/or business management firms to assist in operations areas
Works directly with customers in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity, CD’s, investments, etc.) to free Relationship Managers from performing these duties
Provide accurate, timely and extensive information to all customer inquiries and requests to ensure retention of existing profitable clients
Resolves customer complaints and takes appropriate action to prevent future problems
Contacts customers regarding overdrafts (or other related problems) and performs follow-up necessary to resolve situation
Determines appropriate method of approach
Analyzes customer needs in order to cross-sell a wide variety of Bank services
Directs customers to appropriate area within the Bank such as Investment Department, Trust Department, or to a Relationship Manager
Maintains complete knowledge of all banking products and services including technical proficiency with product utilization
Develops new business through referrals and existing clients
Participates in customer call program either independently or with Relationship Manager
Prepares call reports for management
Provides assistance and coverage for all operations-related activity within the department
Reviews and processes deposits
Approves checks for cashing
Prepares outgoing wire transfers
Prepares debit and credit entries to checking/saving accounts for transfers, loan payments, etc
Reviews large deposits and either approves or declines immediate credit based on knowledge of clientele, account balance, account history and other related factors within delegated authority
Approves deposits, transfers, overdrafts, and waivers of fees within specified authority limit
Maintains up-to-date knowledge of account activity by reviewing various reports (e.g., rejects, overdraft reports, large item reports, float reports, etc.) on a regular basis
Identifies potential problems and takes appropriate action necessary to avoid financial loss to the Bank
May set up merchant accounts by coordinating with Operations Support to arrange fees, credit card imprinters and authorization terminals, etc
May visit merchant site for verification purposes
Calls on past due Personal Overdraft Sweeps
Refers delinquencies and charge-offs to Special Asset Department for collection
Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Affirmative Action
Must-Have* Minimum 6 years experience in client service, banking operations or relationship management support required
Minimum 6 years experience in a banking or financial services environment required
Minimum 4 years of experience with bank products and services (eg
deposits, wealth management, cash management, international, etc.) required
Skills and Knowledge Highest level of Account Manager requiring comprehensive knowledge of all aspects of operational banking functions including technical proficiency with product utilization and basic proficiency with all Treasury Products
Thorough and detailed knowledge of bank operations and of all bank products and services (including, but not limited to Deposits, Wealth Management, Treasury Services, International, etc.) Thorough understanding of risk management and compliance policies and procedures, as well as regulatory requirements
Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Colleagues typically have 8 years experience in banking operations and servicing or equivalent training and 5 years Entertainment industry experience
Compensation Starting base salary: $78,970 - $126,140 per year
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.
They are the primary contact person providing proactive and consultative support to resolve operations issues that may from time to time arise
Advises clients of the most effective combinations of products and services for their individual situation
Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing business and operational needs
As the operational expert for the client, the Account Officer/Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision
Is also instrumental as a liaison with other internal departments to provide the operational excellence to clients
Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act
Must remain in good standing under the Safe Act
What you will do Primary contact with customers/prospects for day-to-day operational needs, providing proactive, collaborative and consultative support
Responsible for the operational integrity of the assigned area of responsibility
Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in relationships and recommending solutions to customers/prospects
Follows-through with plan designed by Relationship Manager for customer, as defined
Resolves problems, answers questions related to customer accounts and utilization of bank products and services
Works with customers and/or business management firms to assist in operations areas
Works directly with customers in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity, CD’s, investments, etc.) to free Relationship Managers from performing these duties
Provide accurate, timely and extensive information to all customer inquiries and requests to ensure retention of existing profitable clients
Resolves customer complaints and takes appropriate action to prevent future problems
Contacts customers regarding overdrafts (or other related problems) and performs follow-up necessary to resolve situation
Determines appropriate method of approach
Analyzes customer needs in order to cross-sell a wide variety of Bank services
Directs customers to appropriate area within the Bank such as Investment Department, Trust Department, or to a Relationship Manager
Maintains complete knowledge of all banking products and services including technical proficiency with product utilization
Develops new business through referrals and existing clients
Participates in customer call program either independently or with Relationship Manager
Prepares call reports for management
Provides assistance and coverage for all operations-related activity within the department
Reviews and processes deposits
Approves checks for cashing
Prepares outgoing wire transfers
Prepares debit and credit entries to checking/saving accounts for transfers, loan payments, etc
Reviews large deposits and either approves or declines immediate credit based on knowledge of clientele, account balance, account history and other related factors within delegated authority
Approves deposits, transfers, overdrafts, and waivers of fees within specified authority limit
Maintains up-to-date knowledge of account activity by reviewing various reports (e.g., rejects, overdraft reports, large item reports, float reports, etc.) on a regular basis
Identifies potential problems and takes appropriate action necessary to avoid financial loss to the Bank
May set up merchant accounts by coordinating with Operations Support to arrange fees, credit card imprinters and authorization terminals, etc
May visit merchant site for verification purposes
Calls on past due Personal Overdraft Sweeps
Refers delinquencies and charge-offs to Special Asset Department for collection
Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Affirmative Action
Must-Have* Minimum 6 years experience in client service, banking operations or relationship management support required
Minimum 6 years experience in a banking or financial services environment required
Minimum 4 years of experience with bank products and services (eg
deposits, wealth management, cash management, international, etc.) required
Skills and Knowledge Highest level of Account Manager requiring comprehensive knowledge of all aspects of operational banking functions including technical proficiency with product utilization and basic proficiency with all Treasury Products
Thorough and detailed knowledge of bank operations and of all bank products and services (including, but not limited to Deposits, Wealth Management, Treasury Services, International, etc.) Thorough understanding of risk management and compliance policies and procedures, as well as regulatory requirements
Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Colleagues typically have 8 years experience in banking operations and servicing or equivalent training and 5 years Entertainment industry experience
Compensation Starting base salary: $78,970 - $126,140 per year
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.
