Client Services Representative III Job Listing at City National Bank in New York, NY (Job ID 91117)

Description

If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank.

The Opportunity

Onboarding Concierge (OC) Teamis a team dedicated to providing best-in-class, end-to-end onboarding experience for clients. Responsibilities include E2E client onboarding, prospect inquiries, new deposit account creation and acts as the SME for all onboarding requirements and documentation. They are a partner to the frontline relationship team and support requests for both new-to-bank and existing clients.

The Responsibilities

• Coordinates communication between frontline, middle office, and TMOS colleagues
• Meets with prospective clients in prospect relationship meetings *
• Onboarding documentation & paperwork collection
• Review onboarding package to ensure completion and accuracy
• Create CIS record(s) for new clients
• Perform/Validate KYC completion
• Submits new deposit account requests for processing
• Treasury management maintenance requests (e.g. Positive Pay/Agilink)
• Request & confirm new account(s) is opened correctly, all products and ancillary services have been received.
• KYC periodic reviews and refreshes.
• Responsible for shepherding the onboarding process for new accounts and initiating any follow ups needed to ensure the new account is opened and products/services have been delivered to the client

The Qualifications

• Entrepreneurial sense of ownership & accountability of client onboarding.
• Product knowledge to assist with onboarding all product types.
• Strong collaboration w/CSPs & relationship teams.
• Clear & warm communication w/client for a first-class client experience.
• Documentation expertise & organization to onboard all client/entity types.
• Deep understanding of entire onboarding process including upstream/downstream steps & impacts.
• Critical thinking to effectively communicate and make informed decisions.
• High School Degree or equivalent with three (3) years of customer service experience. 

This is the pay range that Magnit reasonably expects to pay for this position: $38.25/hour - $41.01/hour

Benefits: Medical, Dental, Vision, 401K