Treasury Management Client Onboarding Success Mgr II Job Listing at City National Bank in Los Angeles, CA (Job ID 11131)

Description

CLIENT ONBOARDING SUCCESS MGR II WHAT IS THE OPPORTUNITY? The Treasury Management Solutions (TMS) Client Onboarding Success Manager is responsible for onboarding new and existing clients with new Treasury management products from simple to complex in nature. Project manages and owns the implementation of products and services according to defined processes and policies ensuring client satisfaction. Onboard clients efficiently & effectively including the coordination of all required parties with focus around cycle-time to expedite time to revenue and in accordance with the published service level agreements. WHAT WILL YOU DO?

• Sales/Client interaction gathering details of implementation and agreements
• Coordinate all aspects of client kick-off call for handoff from Sales to Client Success Manager to confirm scope and agree on milestones (depending on complexity of deal)
• Ensuring all TMS agreements/documentation/requirements are sent and received back from the client based on services being set up
• Ensure compliance with audit and risk policies and procedures.
• Proactively manage implementation issues, escalations and error resolution.
• Manage and document changes to policies and procedures that have arisen during the client onboarding process to improve future client experience.
• Scheduling/Coordinating file testing with client/vendors/CNB resources
• Schedule and coordinate testing with the TMS Client Testing Team
• Internal coordination to ensure implementation progressing
• Create and manage project plan with agreed milestones for each new client onboarding or new complex product implementation.
• Set-up reoccurring calls with client and any necessary internal partners and vendors to move forward on implementation acting as a liaison between all areas.
• Maintain dashboard with status and updates on progress of implementation to client and deal team on a regular basis
• Coordinate and ensure client training is completed and meets needs of client
• Ensure client is trained based on implementation timeline
• Remain point of contact for 30 days post implementation to ensure client success in utilization of products.
• Facilitate a hand-off to the line of business operations, client services and sales team.

WHAT DO YOU NEED TO SUCCEED? Required Qualifications*

• 3-5 years customer service experience
• 3-5 years financial service & banking industry experience, preferably handling treasury services
• 3-5 years of experience with Microsoft, project and/or data tools

Additional Qualifications

• Preferred Bachelor degree or equivalent job experience
• Seasoned problem-solving, analytical and decision-making skills
• Preferred client facing treasury services implementation experience.
• Has strong working knowledge of treasury management products and services
• Proven project management experience, certification a plus (Certified Treasury Professional, Project Management Institute)
• Proficient in Microsoft office software and data tools
• Strong teamwork and partnership skills
• Strong and effective communication (verbal and written) and presentation skills
• Demonstrable self-motivation, initiation and strong customer focus
• Ability to work independently

WHAT'S IN IT FOR YOU? Compensation Starting base salary: $34.55 - $55.19 per hour. 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. #CA-DH

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