CollgueOnboard/TrainLead

Company: City National Bank
Location: Beverly Hills
Posted on: November 18, 2022

Job Description:

COLLGUEONBOARD/TRAINLEAD

WHAT IS THE OPPORTUNITY?

This position will be responsible for developing and managing all programs and efforts to ensure a consistent and sustainable colleague experience within the Division to maximize both colleague expertise and the client experience. All responsibilities are aligned with creating exceptional work environments designed to support the growth, development and long-term success of our colleagues. The role has broad responsibilities, starting with the continuing development and execution of our colleague onboarding program and future integration and delivery of a client experience program.

Multiple Division
AgilLink Division
This is an exciting opportunity to be part of a fintech software affiliate of City National Bank. As a member of the AgilLink team, you will service the needs of family offices, business managers and sport management firms that offer bill pay and client accounting. Our secure bill pay and specialized cloud accounting solution incorporates document management, approval workflow, investment data integration and online banking.
Banking and Investment Services Division
Banking and Investment Services plays an integral role in leading the strategic vision and execution of all banking operations. Our servicing and operations professionals partner closely with all of our lines of business to carry out critical functions, including client/deposit servicing, contact center operations, payments processing, and trade and lending operations, while identifying and mitigating risk throughout the organization. Servicing and operations professionals seek to transform and define an integrated support model through automation and cutting-edge digital technologies, to deliver an excellent experience for our clients and businesses.
Commercial Banking Division
As a member of City National's Commercial Banking group, you will help to provide expertise and financing solutions to mid-market businesses and organizations with professional management, headquartered in the United States. By listening and understanding the client's needs, the team delivers specialized service and industry-specific expertise to help solve challenges for companies that are growing.
Commercial Real Estate Banking Division
Make your mark as a member of City National's Commercial Real Estate Banking group. Be part of the team that provides a comprehensive array of banking products and services to experienced real estate developers and investors including, but not limited to, acquisition, construction, bridge and permanent financing of commercial real estate. Product types include: Multifamily, Industrial, Office, Retail, Self-Storage, Senior Housing, and For-Sale Housing.
Compliance Risk Management Division
This is a great opportunity to grow your career with a stable and expanding organization as a member of City National's Compliance Risk Management team. The focus is on ensuring business activities remain safe, compliant and well-positioned for future opportunity and sustainable growth.
Credit Administration Division
As a member of City National's Credit Administration group, you will contribute to the company's success by upholding the bank's strong credit culture, while facilitating growth and maintaining the quality of City National's loan portfolio.
Entertainment Banking Division
Make your mark as a member of City National's Entertainment Banking group. You will help deliver sophisticated financial solutions through white-glove service to people and organizations in every facet of the entertainment business. City National has been a fixture in entertainment banking for more than 60 years, setting ourselves apart with in-depth expertise and knowledge of the industry.
Exactuals Division
Exactuals is modernizing payment and royalty administration solutions across multiple industries, including Film/TV, Music, Insurance, Real Estate, and Book Publishing. Founded in 2011, our cloud-based SaaS offerings are setting the standard for trust, accuracy, and security in the complex payment processing space. Exactuals is a fast-growing company, doubling in revenue annually, with a strong a commitment to diversity and inclusion. While largely a remote distributed team, Exactuals maintains offices in Los Angeles, Nashville and New York. Exactuals became an RBC / City National company in 2018. Visit www.exactuals.com to learn more.
Executive Management Division
[n/a]
FilmTrack Division
Founded in 1996, FilmTrack is the global standard in entertainment rights management and associated financials. They provide end-to-end SaaS solutions and specialize in simplifying the complexities of managing and licensing intellectual property. FilmTrack's cloud-based platform allows entertainment and new media companies to manage contracts, rights, financials, royalties, and participations all under one roof. FilmTrack is an affiliate of City National Bank, the most respected financial institution in the entertainment industry. Visit www.filmtrack.com to learn more.
Finance Division
This is a great opportunity to grow your career with a stable and expanding organization as a member of City National's Finance team. This group records, analyzes, reports and optimizes to maintain the bank's financial health, while following principles and legislation to ensure we're doing what's right.
Human Resources Division
Through this role, you will have the opportunity to make a difference as a member of City National's Human Resources (HR) team, a diverse and dynamic group focused on supporting the full lifecycle of colleagues through an exceptional workplace experience.
Legal and Corporate Administration Group
Make a meaningful difference as a member of City National's Legal & Corporate Administration Group, the area of the bank that manages legal and corporate governance, community reinvestment, corporate premises and corporate security.
Marketing Product and Digital Division
As a member of our Marketing, Product and Digital team, you will have an exceptional opportunity to help grow your career while driving change across many facets of the business. The team is passionately focused on building our brand, supporting banking products and finding innovative ways to engage and retain clients.
National Corporate Banking Division
As a member of our National Corporate Banking team, you will have the opportunity to make a real difference through a signature client experience. Provide expertise and financing solutions to larger middle-market and mid-corporate-sized companies, headquartered in the United States. By listening and understanding the client's needs, the team delivers specialized service and industry-specific expertise to help companies grow and solve unique challenges.

Personal and Business Banking Division
As a member of City National's Personal & Business Banking group, you will have the opportunity to make a real difference through a signature client experience. Our branch network delivers proactive advice and high-level financial solutions with a Global Relationship Management--- model that most banks extend only to larger businesses and high-net-worth families. Our tailored solutions address the financial needs of individuals, organizations and small to mid-sized businesses with an array of products and services, from simple to complex.
Private Banking Division
As a member of City National's Private Banking group, you will help deliver tailored financial solutions to high- and ultra-high-net-worth families, select professional services firms and select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart.
RBC Banking Solutions Division
As a member of City National's RBC Banking Solutions, you will help drive expansion and collaboration as you identify and facilitate opportunities to extend the bank's products to clients of RBC Wealth Management.
Residential Lending Division
Make a meaningful difference as a member of City National's Residential Lending group. This is a great opportunity to grow your career with a stable and expanding organization while enhancing and retaining bank client relationships through competitive mortgage products and solutions with exceptional service and care.
Risk Management Division
This is a great opportunity to grow your career with a stable and expanding organization as a member of City National's Risk Management team. The focus is on ensuring business activities remain safe, compliant and well-positioned for future opportunity and sustainable growth.
Specialty Banking Division
As a member of the Specialty Banking group, you will help to bring extensive industry knowledge to commercial clients in specialized segments and deliver an unmatched level of service. Specialty Banking is comprised of several teams of experienced bankers with niche market knowledge and niche financial proficiency, promoting solutions rather than products.
Technology and Innovation Division
As a member of City National's Technology & Innovation group, you will drive, develop, and maintain solutions for clients and colleagues. This is an exciting time of technology advancement and innovation across the bank, particularly within our technology teams.
Internal Audit and CRR
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Treasury Management Solutions Division
As a member of City National's Treasury Management Solutions group, you will make a difference by delivering integrated technology solutions to help clients more efficiently manage their businesses and working capital. This group drives and supports the bank's cash management products and services that won City National four of its 11 Greenwich Excellence Awards in 2018.
Wealth Management Division: City National Rochdale
As a member of City National Rochdale, the company's Wealth Management group, you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth individuals, families, and institutions. For 30 years, City National Rochdale has helped clients achieve their goals, operating as a nimble, responsive, local boutique investment firm.
Wealth Management Division: City National Securities
As a member of City National Securities, the company's brokerage services group, you will be part of the exceptional team that caters to investors who prefer to actively manage their investments and make buy/sell decisions. City National Securities offers a full range of investment capabilities, and delivers personalized service to help clients manage their investments with confidence.

WHAT WILL YOU DO?

• Develop formal colleague onboarding program to ensure consistency throughout the division.
• Develop and maintain all job aides, desk procedure, training material, etc. used for the onboarding of new colleagues.
• Manage learning and training activities to assess and identify training needs/gaps, develop and deliver product and operations training curriculums and ensure that training programs adhere to established project goals, department standards and legal requirements.
• Develop, enhance, and maintain material regarding operational processes and procedures for various division jobs/roles to be used during their onboarding experience.
• Review all existing process flows and journey pain points with a focus on identifying optimization opportunities along with understanding of key changes necessary to effect change/improvement. Partner cross-functionally to promote principles throughout the organization and track adoption.
• Ensure Division colleagues are delivering a consistent and positive client experience throughout the Division by providing ongoing resources and consultative expertise.
• In collaboration with product and operations, create training materials, presentations and update continually, as required. Determine optimal training schedule and curriculum for all audiences to ensure proper education of colleagues in various job-families. Develop curriculum that meets different audience needs: webinars both public and private, eLearning and video.
• Oversee timely resolution of servicing errors/issues; act as liaison between the client team, and support units as needed to resolve any problems and escalate to Senior Management, as appropriate
• Represent the Division in various meetings/on task forces.
• Participate in UAT for all new systems and enhancements.
• Prepare various reports regarding Division clients with an emphasis on the deposit portfolio for Senior Management
• Act as a resource for all Division colleagues. Advise client team on complex client onboarding
• Complete all special projects, as requested.
• 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
• Lead and participate in projects to improve the on-boarding of new clients
• Evaluate client experience through post-onboarding client surveys and/or reach outs in order to address any concerns immediately and provide feedback to management
• Partner cross-functionally to drive ongoing optimization of the client experience within the organization, including future state journey development. Partner with key colleagues to ensure roadmaps are developed and ladder into objective deliverables.
• Ensure there is closed-loop system in place to track issues through to resolution. Identify addressable opportunities and implement changes to avoid future issues.
  
  WHAT DO YOU NEED TO SUCCEED
  
  Must-Have*
  
  • Bachelor's Degree
  • Minimum of 7 years of experience in a financial services environment
  • Minimum of 3 years of project planning experience
    
    Skills and Knowledge
    • In-depth banking knowledge
    • Strong presentation skills and organizational skills;
    • Effective project management skills;
    • Proficient with Microsoft Office (Word, Excel & PowerPoint).
    • Knowledge of the practices and regulations that govern the banking industry
    • Excellent verbal and written communications skills
    • Strong problem solving, resource management, and time management skills
      
      Compensation
      
      Starting base salary: $92,114 - $156,880 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.
      
      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.
      
      Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Keywords: City National Bank, Beverly Hills , CollgueOnboard/TrainLead, Accounting, Auditing , Beverly Hills, California