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Service Representative II - Treasury Management

City National Bank
Location 📍 California, United States
Posted 📅 June 21, 2026
Work Type ⏰ Permanent

Position Overview

SERVICE REPRESENTATIVE II - TREASURY MANAGEMENT

WHAT IS THE OPPORTUNITY? Serves as primary customer service & training contact for Treasury Management Services. Acts as liaison between clients and various Bank units to independently respond to client inquires and resolve outstanding issues. Manages customer relationship by attaining permanent resolution to issue, which includes assessing the cause of issue and recommending additional products/services. Provides consultative input to Operation and Product Management for problem resolution or prevention. Performs operations and administrative functions for unit under minimal supervision. Keeps abreast of new and changes to existing products and services.

WHAT WILL YOU DO?
  • Serves as primary contact for clients and various units in the research and resolution of problems and inquiries. Consistently exercises discretion and judgment when interacting with clients to determine present and future need...

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Job Details

Employment Type
Permanent
📊
Category
Banking & Financial Services
🏠
Work Arrangement
On-site
📍
Location
California, United States