Description
CENTRAL OPERATIONS ACCOUNT MAINTENANCE SPECIALIST
WHAT IS THE OPPORTUNITY? The Central Account Maintenance Specialist is responsible for managing data and secured files, analyzing data, communicating with customers, and training colleagues in the job. This role will assist in coordinating processing systems within the bank and streamlining the bank's systems, along with developing reports. This role will also work with clients, shareholders, and colleagues.
What you will do
- Perform data entry to Customer (CIS) and Deposit applications for specific centralized functions
- Process requests from Wealth Mgmt. and International departments to create and maintain customer/account records in CIS
- Process requests to reassign relationships, ensuring synchronicity between various systems
- Create ad-hoc reports and process mass data updates.
- Identify, develop, create, test, debug, documents and maintain data quality
- Audit processes that define and monitor the process of creating, modifying, storing customer information
- Maintains up-to-date knowledge of Bank policies and procedures
- Assist with various projects as needed
Must-Have*
- Bachelor's Degree or equivalent
- Minimum 1 year of general office experience
Skills and Knowledge
- Excellent customer service skills
- Excellent written and verbal communication skills
- Ability to multitask
- Strong skills in Excel and Word
*To be considered for this position you must meet at least these basic qualifications
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.
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. Get an inside look at our Benefits and Perks.
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 law.'
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.
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