Account Services Manager
Beverly Hills · On-site
About this role
ACCOUNT SERVICES MANAGER
WHAT IS THE OPPORTUNITY?
Responsible for the day-to-day interaction and relationship management support of an assigned portfolio of high value and/or complex branch banking clients. In collaboration with the Branch Manager and Relationship Managers, the ASM works to address portfolio servicing needs, enhance relationship profitability while adhering to CNB's credit quality standards, and mitigate operational risk. Success in the role will be achieved through proactive and consultative client engagement, delivering the Bank's exemplary level of service, and identifying tailored banking solutions to meet client needs. The Account Services Manager will have a clearly defined business development plan that is consistently applied and incorporates disciplined sales and service practice. They will focus on retention and expansion of existing relationships in the assigned portfolio and will actively work with other areas of CNB to ensure exemplary service for clients. Key measures of success include exemplary client service, expansion of personal and new small business opportunities from the assigned portfolio, deposit and fee income growth, loan and line volume that includes but is not limited to CRA-eligible fundings, and excellent risk management mitigation.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 WILL YOU DO?
- Primary contact with existing clients for day-to-day operational needs, responsible for understanding their specific financial requirements and providing effective solutions, while maintaining the credit quality standards of the bank.
- Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in relationships and recommending solutions to existing clients, as well as developing new business through referrals from these clients.
- Analyzes customer needs in order to cross-sell a wide variety of Bank services. Directs customers to appropriate area within the Bank to facilitate service issues and opportunities for clients. Maintains complete knowledge of all banking products and services including technical proficiency with product utilization.
- Improve Sales & Banking Acumen – committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, required job family curriculum, and maintaining awareness of competitive products, practices, rates and changes in market conditions.
- Functions as part of a cohesive unit to service client transactions and is responsible for maintaining and increasing portfolio profitability while prudently managing risk.
- 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.) on behalf of Relationship Managers. Provide accurate, timely and extensive information to all customer inquiries and requests to ensure retention of existing profitable clients.
- Business & Risk Management – maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
- Critical Thinking – ability to analyze situations and translate them into insights that are used to make informed decisions and provide tailored advice for each client’s individual situation.
- Adaptability – manage ambiguity and be able to quickly pivot to advise clients as necessary.
- Self-Organization & Effectiveness – ability to use tools and best practices to prioritize the right activities and deliver a consistent and exceptional client experience.
- Professionalism – conduct business in a highly proficient, polished manner fitting expectations of City National Bank clients
- Complies 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.).
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
- Bachelor's Degree or equivalent
- Minimum 5 years of banking experience required
- Minimum 4 years of branch banking experience within the segment required
- Minimum 3 years customer service experience required
Additional Qualifications
- Banking Products for Personal & Business clients – deep knowledge of CNB’s offering, particularly those catered to Preferred, personal, or small business clients.
- Regulatory / Compliance – strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance (includes deep knowledge of CIP and KYC)
- Economic Environment – understanding of the economic environment and its impact on clients.
- Negotiation – ability to maintain a profitable relationship, balancing bank and client needs.
- Policy & Procedures – knowledge of CNB’s policies, procedures & regulatory obligations
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
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 including:
- 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
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
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.
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.
Founded1954
Team Size1,001-5,000 employees
WorkspaceOn-site
IndustryBanking
Location
Beverly Hills, California, United States
Websitenewsroom.cnb.com
LinkedInLinkedIn
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
- Diabetes support
- Musculoskeletal support programs
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