Manager Client Onboarding jobs in United States
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City National Bank · 12 hours ago

Manager Client Onboarding

City National Bank is a subsidiary of Royal Bank of Canada, focused on helping clients, colleagues, and communities flourish. The Manager Client Onboarding will lead Central Operations Teams in delivering New Client and Account onboarding, ensuring compliance with policies and procedures while providing exemplary customer service and managing a high-volume production department.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Leads, develops, implements and provides the ongoing management of one or more of the following end-to-end processes including Client and Account Opening, Call back, Supersedes, Legal Review, CIS maintenance and document Imaging
Responsible for the development of risk mitigation strategy and process improvement for new accounts. Identifies, evaluates and mitigates risk to business objectives, process workflows and service initiatives
Assist team members with resolving escalated member service conflicts as necessary
Provides subject matter expertise and project support for initiatives for the design and implementation of new products and services
Ensure the customers receive outstanding and timely service. Leads the partnership with Compliance, Internal Audit and Legal to ensure risk mitigation efforts, both tactically and strategically, are agreed upon and aligned with overall corporate direction
Responsible for developing new account end to end processes and procedures for department to ensure in compliance with regulatory requirements
Oversees daily operational service, quality and productivity of the department
Manages the efficiency and effectiveness within the department. Sets measureable goals and examines ways to raise standards, improve quality, and improve overall performance of the department
Responsible and accountable for appropriate quality controls related to the financial products the bank provides, the services the bank delivers, the processes employed and the incentives with which colleagues are awarded
All City National products, financial solutions and services are to be provided ethically and with integrity in a manner that is consistent with the client-first culture and values embodied in City National’s PRIDE statement
Proactively recognizes, plans and acts on the need for improvement of team processes
Works with Senior Management to resolve complex operational issues; provides research related to system functionality; develops, clarifies and enhances policies and procedures; and streamlines operations
Maintains broad understanding of regulatory compliance and industry practices; works with the Legal and Compliance departments to interpret, integrate and enforce compliance matters throughout the bank. May include development and enforcement of procedures related to CNB’s Bank Secrecy Act compliance program, including anti-money laundering, currency transaction reporting, due diligence investigations, and the Client Information and Know Your Customer programs
Actively participates in bank wide initiatives, providing input for operational and client impact. May act for and serve as the Division representative in Bank initiatives, as assigned

Qualification

Banking operations experienceRegulatory compliance knowledgeManagement experienceRisk management experienceClient onboarding expertiseLeadership capabilitiesTeam buildingBudget managementTechnology understandingCommunication skillsNegotiation skills

Required

Minimum 8 years of banking operations and/or regulatory experience
Minimum 8 years of new deposit account experience
Minimum 5 years of management experience

Preferred

Deep and broad understanding of both banking & investment operations and services
Deep knowledge of legal documents
Successful track record and experience with risk and compliance
Understanding of current regulatory environment, and applicability
Demonstrated leadership and collaboration capabilities
Ability to work across multiple organizations and lead through influence
Effective team building experience
Ability to negotiate and manage external vendors
A strong understanding of technology
Experience developing and managing budgets and financials
Strong communication skills, with ability to plan and present to executive leadership
Ability to drive discussions to decisions and execution
Ability to manage multiple initiatives simultaneously

Benefits

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

Company

City National Bank

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City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.

H1B Sponsorship

City National Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

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Howard Hammond
CEO City National Bank
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Fiyaz Khan
Senior Vice President, Structured Products
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Company data provided by crunchbase