Account Manager ENT
About this role
- 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.
- Bachelor's Degree or equivalent
- Minimum 4 years experience in client service, banking operations or relationship management support required.
- Minimum 4 years experience in a banking or financial services environment required.
- Minimum 4 years of experience with bank products and services (e.g. deposits, wealth management, cash management, international, etc.) required.
- Colleagues typically have 5+ years experience in banking operations and servicing or equivalent training
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Company at a glance
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025. 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 $106 billion in client investment assets. City National is dedicated to strengthening communities, and in 2024 alone, the company made charitable contributions of nearly $10 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.
Top Benefits
- Comprehensive healthcare coverage
- Medical plan
- Dental plan
- Vision plan
- 401(k) company matching contribution
- Tuition reimbursement
- Vacation time
- Sick time
- Volunteer time
- Fertility benefits
- Cancer support programs
- Diabetes support programs
- Musculoskeletal support programs
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