Company: City National Bank
Location: Beverly Hills
Posted on: November 25, 2022
ACCOUNT MANAGER 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.
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
WHAT WILL YOU 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
- 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
- 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
- Calls on past due Personal Overdraft Sweeps. Refers
delinquencies and charge-offs to Special Asset Department for
- Maintains a proactive commitment to established Bank programs,
- CustomerFirst, Community Reinvestment Act (CRA) and Affirmative
WHAT DO YOU NEED TO SUCCEED
- Minimum 4 years experience in client service, banking
operations or relationship management support required.
- Minimum 4 years experience in a banking or financial services
- Minimum 4 years of experience with bank products and services
(e.g. deposits, wealth management, cash management, international,
Skills and Knowledge
- Colleagues typically have 5+ years experience in banking
operations and servicing or equivalent training
- 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
*To be considered for this position you must meet at least these
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
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.
City National Bank requires all colleagues to be fully vaccinated
against COVID-19 to work on-site at any of our locations.
Equal Opportunity Employer Minorities/Women/Protected
Keywords: City National Bank, Beverly Hills , Account Manager, Executive , Beverly Hills, California
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