Implementation Operations Representative II Treasury Management Solutions - City National Bank
Los Angeles, CA
About the Job
IMPLEMENTATION OPERATIONS REPRESENTATIVE II TREASURY MANAGEMENT SOLUTIONS
WHAT IS THE OPPORTUNITY?
The Operations Rep will be responsible for setting up business clients on various Treasury Management systems and providing a variety of daily support functions and maintenance on their products, services and accounts. Responsibilities generally include, but are not limited to, setting up new products, services, accounts, researching and resolving customer setup issues, processing transactions, identifying and troubleshooting systems-related problems and ensuring operational integrity consistent with Bank policies and procedures and legal/regulatory requirements. Performs other duties as requested.
What you will do
+ Independently performing highly specialized duties requiring knowledge of complex Treasury procedures and/or regulatory requirements.
+ Ability to interpret and explain policies and procedures.
+ Utilizing multiple Bank systems to complete duties requiring in-depth knowledge of system functionality.
+ Exercise judgment and make decisions that have an impact on customer’s setup of Bank products, services and accounts.
+ Provide a variety of daily support functions, which generally includes, setting up new accounts/clients on applicable systems, assisting clients with daily maintenance of their accounts (e.g., account reconcilements, monitoring system to ensure accurate data, identifying and resolving system-related problems, etc.).
+ Assess banking needs of the clients and assist them in selecting the most appropriate course of action.
+ Ensure operational integrity of accounts and processes transactions according to bank policies and procedures and Service Level Agreements.
+ May have signing authority for approving deposits, transfers, and other operational work within approved limits.
+ Maintain up-to-date knowledge of Bank policies and procedures and ensures activities are in compliance with legal/regulatory, as well as National Automated Clearing House Association (NACHA) rules and requirements.
+ Keep abreast of current industry trends and changes in regulations impacting treasury management operations.
+ Comply fully with all Bank Operational and Credit 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 all required training and performs other duties as requested.
Must-Have*
+ Minimum 2 years of Treasury Management experience required.
+ Minimum 2 years of data entry experience required.
+ Minimum 2 years of basic computer experience required (e.g.. MS Word and Excel).
Skills and Knowledge
+ Ability to interact effectively with all levels of Bank personnel.
+ Detailed data entry skills.
+ Excellent verbal and written communication skills.
+ Excellent interpersonal/customer service skills.
+ Knowledge of bank policies and procedures.
Compensation
Starting base salary: $15.13 - $22.72 per hour. Exact compensation may vary based on skills, experience, and location.
*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 (https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-491b-a625-3ab7a0fd9a65.pdf) .
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
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
_*City National Bank does business in Miami and the state of Florida as CN Bank._
For more information about City National, visit cnb.com .
#CA-DH
WHAT IS THE OPPORTUNITY?
The Operations Rep will be responsible for setting up business clients on various Treasury Management systems and providing a variety of daily support functions and maintenance on their products, services and accounts. Responsibilities generally include, but are not limited to, setting up new products, services, accounts, researching and resolving customer setup issues, processing transactions, identifying and troubleshooting systems-related problems and ensuring operational integrity consistent with Bank policies and procedures and legal/regulatory requirements. Performs other duties as requested.
What you will do
+ Independently performing highly specialized duties requiring knowledge of complex Treasury procedures and/or regulatory requirements.
+ Ability to interpret and explain policies and procedures.
+ Utilizing multiple Bank systems to complete duties requiring in-depth knowledge of system functionality.
+ Exercise judgment and make decisions that have an impact on customer’s setup of Bank products, services and accounts.
+ Provide a variety of daily support functions, which generally includes, setting up new accounts/clients on applicable systems, assisting clients with daily maintenance of their accounts (e.g., account reconcilements, monitoring system to ensure accurate data, identifying and resolving system-related problems, etc.).
+ Assess banking needs of the clients and assist them in selecting the most appropriate course of action.
+ Ensure operational integrity of accounts and processes transactions according to bank policies and procedures and Service Level Agreements.
+ May have signing authority for approving deposits, transfers, and other operational work within approved limits.
+ Maintain up-to-date knowledge of Bank policies and procedures and ensures activities are in compliance with legal/regulatory, as well as National Automated Clearing House Association (NACHA) rules and requirements.
+ Keep abreast of current industry trends and changes in regulations impacting treasury management operations.
+ Comply fully with all Bank Operational and Credit 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 all required training and performs other duties as requested.
Must-Have*
+ Minimum 2 years of Treasury Management experience required.
+ Minimum 2 years of data entry experience required.
+ Minimum 2 years of basic computer experience required (e.g.. MS Word and Excel).
Skills and Knowledge
+ Ability to interact effectively with all levels of Bank personnel.
+ Detailed data entry skills.
+ Excellent verbal and written communication skills.
+ Excellent interpersonal/customer service skills.
+ Knowledge of bank policies and procedures.
Compensation
Starting base salary: $15.13 - $22.72 per hour. Exact compensation may vary based on skills, experience, and location.
*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 (https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-491b-a625-3ab7a0fd9a65.pdf) .
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
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
_*City National Bank does business in Miami and the state of Florida as CN Bank._
For more information about City National, visit cnb.com .
#CA-DH
Source : City National Bank
