Responsible for interfacing with clients on a day-to-day basis to handle operational or service-related issues/inquiries regarding the 1031 Exchange process. This colleague actively engages in meaningful conversations with clients to ensure that the client’s 1031 exchange is managed in a professional and timely matter, adhering to all IRC§1031 Regulations. This colleague works directly with clients, as well as supporting the Senior Relationship Manager/Certified Exchange Specialist® with Client on-boarding, transaction coordination and file maintenance. This colleague provides accurate, timely and extensive information to all client inquiries and requests to ensure retention of existing clients, strengthen prospect opportunities, and building meaningful COI networks. This person is instrumental in working as liaison with other internal departments to provide operational excellence.
Required Qualifications*-
Minimum 3 years 1031 exchange experience
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Minimum 3 years client services experience
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Minimum 3 years banking operations experience
Additional Qualifications
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Strong understanding of IRC§1031 Regulations
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Knowledgeable in all phases of the 1031 exchange process
- Ability to work independently
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Ability to communicate clearly and professionally with all levels of an organization
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Excellent written and verbal communications skills
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Proficiency in multi-tasking and prioritizing projects
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Good analytical skills
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Strong interpersonal, verbal and written communication skills required to effectively interact with clients, attorneys, escrow agents, and COIs.
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Ability to handle the largest, most complex and sensitive account relationships
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Strong operational knowledge
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Thorough knowledge of all bank products and services
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Excellent Microsoft Office suite skills (e.g., Word, Excel, Outlook)
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Ability to work well with Relationship Managers and business line partners
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $65,296 - $104,304 per year. 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:
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Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
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Generous 401(k) company matching contribution
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Career Development through Tuition Reimbursement and other internal upskilling and training resources
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Valued Time Away benefits including vacation, sick and volunteer time
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Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
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Career Mobility support from a dedicated recruitment team
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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.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
