Customer Service Management Jobs at City National Bank with Visa Sponsorship
Customer Service Management jobs at City National Bank sit at the intersection of relationship banking and operational leadership, overseeing teams that serve high-net-worth and commercial clients. City National Bank has a consistent track record of sponsoring work visas for qualified candidates in this function, including through employer-filed petitions and green card pathways.
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Get Access To All JobsSENIOR MANAGER, INVESTMENT MANAGEMENT GOVERNANCE OFFICE, RNDIP / REG R
WHAT IS THE OPPORTUNITY?
Working within the Investment Management Governance Office and with Senior Management of the Wealth Management division, this role will be responsible for City National Bank's Retail Non-Deposit Investment Program (RNDIP) and Reg R compliance to include coordination with City National Bank's Network Affiliates and colleagues across the division to implement policies, develop procedures and controls related to the governance requirements outlined in the OCC RNDIP Handbook (June 2024) and produce quarterly metrics and reports to the Wealth Management & Fiduciary Committee and the Private Banking and Wealth Management Business and Risk Committee. This role also works closely with 2LOD Compliance and 3LOD Internal Audit on issues impacting the Wealth Management division.
WHAT WILL YOU DO?
At the direction of the Head of Investment Management Governance act as an intermediary/point person for City National Bank's (“CNB’s) Investment Management Governance Office, which includes managing the Retail Non-Deposit Investment Products (the “RNDIP”) program and Reg R compliance.
- Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues.
- Analyze, evaluate and periodically review current risk management practices relating to RNDIP and Reg R activities across the organization and the activities of the network affiliates. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices.
- Monitor activities of the network affiliates for adherence to CNB’s networking agreements and RNDIP policies, Program Management Statement and procedures.
- Drive annual review of CNB Compensation Plans RNDIP inter-company agreements, RNDIP Products, RNDIP Program Management Statement, RNDIP Program and Referral Procedures, and other related procedures owned by the IMGO.
- Review marketing materials and new or modified products for applicability to RNDIP and Reg R.
- Design and implement reporting associated with RNDIP to appropriate governance committees.
- Develop and implement training for RNDIP programs across LOBs.
- Lead execution of activities described in the RNDIP Program Procedure, including completion of annual RNDIP risk assessment summary.
- Prioritize organizational risk management objectives.
- Facilitate audit and examination activities.
- Cultivate and grow talent within the organization through coaching, mentoring, and training.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
- Bachelor's Degree or equivalent
- 7+ years experience managing a RNDIP Program for an OCC regulated Bank
- 10+ years within or related to financial services
- Interaction with regulators from a prior role
Additional Qualifications
- Juris Doctor (JD) degree preferred
- Demonstrated knowledge of Reg R from prior role
- 10 years in a role requiring complex problem solving
- Investment Management experience preferred
- Strong interpersonal and influencing skills; ability to communicate effectively in interactions with Regulators. Communication with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources
- Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results.
- Strong emerging end-to-end generalist problem solving skills, e.g.,
- Prioritizing issues and analysis
- Structuring and building quantitative and qualitative/conceptual analyses
- Knowledge in Financial Services, Project Management
- Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities.
- An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams
- Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional
- Operate well under stress, even faced with tight timelines for ambitious deliverables
- Significant experience in driving operational change with front line to senior leadership personnel
- Proficiency with MS Excel and PowerPoint
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $157,943 - $293,299 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:
- 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.
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.
SENIOR MANAGER, INVESTMENT MANAGEMENT GOVERNANCE OFFICE, RNDIP / REG R
WHAT IS THE OPPORTUNITY?
Working within the Investment Management Governance Office and with Senior Management of the Wealth Management division, this role will be responsible for City National Bank's Retail Non-Deposit Investment Program (RNDIP) and Reg R compliance to include coordination with City National Bank's Network Affiliates and colleagues across the division to implement policies, develop procedures and controls related to the governance requirements outlined in the OCC RNDIP Handbook (June 2024) and produce quarterly metrics and reports to the Wealth Management & Fiduciary Committee and the Private Banking and Wealth Management Business and Risk Committee. This role also works closely with 2LOD Compliance and 3LOD Internal Audit on issues impacting the Wealth Management division.
WHAT WILL YOU DO?
At the direction of the Head of Investment Management Governance act as an intermediary/point person for City National Bank's (“CNB’s) Investment Management Governance Office, which includes managing the Retail Non-Deposit Investment Products (the “RNDIP”) program and Reg R compliance.
- Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues.
- Analyze, evaluate and periodically review current risk management practices relating to RNDIP and Reg R activities across the organization and the activities of the network affiliates. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices.
- Monitor activities of the network affiliates for adherence to CNB’s networking agreements and RNDIP policies, Program Management Statement and procedures.
- Drive annual review of CNB Compensation Plans RNDIP inter-company agreements, RNDIP Products, RNDIP Program Management Statement, RNDIP Program and Referral Procedures, and other related procedures owned by the IMGO.
- Review marketing materials and new or modified products for applicability to RNDIP and Reg R.
- Design and implement reporting associated with RNDIP to appropriate governance committees.
- Develop and implement training for RNDIP programs across LOBs.
- Lead execution of activities described in the RNDIP Program Procedure, including completion of annual RNDIP risk assessment summary.
- Prioritize organizational risk management objectives.
- Facilitate audit and examination activities.
- Cultivate and grow talent within the organization through coaching, mentoring, and training.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
- Bachelor's Degree or equivalent
- 7+ years experience managing a RNDIP Program for an OCC regulated Bank
- 10+ years within or related to financial services
- Interaction with regulators from a prior role
Additional Qualifications
- Juris Doctor (JD) degree preferred
- Demonstrated knowledge of Reg R from prior role
- 10 years in a role requiring complex problem solving
- Investment Management experience preferred
- Strong interpersonal and influencing skills; ability to communicate effectively in interactions with Regulators. Communication with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources
- Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results.
- Strong emerging end-to-end generalist problem solving skills, e.g.,
- Prioritizing issues and analysis
- Structuring and building quantitative and qualitative/conceptual analyses
- Knowledge in Financial Services, Project Management
- Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities.
- An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams
- Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional
- Operate well under stress, even faced with tight timelines for ambitious deliverables
- Significant experience in driving operational change with front line to senior leadership personnel
- Proficiency with MS Excel and PowerPoint
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $157,943 - $293,299 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:
- 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.
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.
See all Customer Service Management Jobs at City National Bank
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Service Management Jobs at City National Bank.
Get Access To All JobsTips for Finding Customer Service Management Jobs at City National Bank
Align Your Credentials to Banking Leadership Standards
City National Bank's customer service management roles typically require demonstrated experience overseeing client-facing teams in a regulated financial environment. Document any supervisory experience, compliance training, or relationship banking exposure before you apply, as these signal readiness for the role.
Target Roles That Fit Specialty Occupation Requirements
For H-1B sponsorship, your role must qualify as a specialty occupation requiring a degree in a specific field. Customer Service Management positions at banks often qualify when they emphasize financial analysis, business administration, or operations management, so review job postings carefully for degree language before applying.
Search Open Roles Through Migrate Mate
City National Bank posts Customer Service Management openings across multiple markets. Use Migrate Mate to filter for current openings at City National Bank that align with your visa type, so you're applying to roles where sponsorship pathways are already established.
Ask About LCA Filing Before Accepting an Offer
Before signing an offer, confirm your hiring manager has looped in HR on the Labor Condition Application timeline. DOL certification of the LCA must precede your H-1B petition, and delays in initiating this step can push your start date back significantly.
Understand How F-1 OPT Bridges to H-1B at Banks
If you're on F-1 OPT, City National Bank can bring you on board and then file an H-1B on your behalf during the April cap season. STEM OPT extensions can provide up to 24 additional months of coverage if your degree qualifies, giving you runway while the petition is pending.
Prepare for PERM If You're Targeting Permanent Residency
City National Bank sponsors EB-2 and EB-3 green cards for management-level roles. PERM requires your employer to run a supervised recruitment process through DOL before filing, a process that can take over a year, so raise your long-term sponsorship goals early in the negotiation stage.
Frequently Asked Questions
Does City National Bank sponsor H-1B visas for Customer Service Managements?
Yes, City National Bank sponsors H-1B visas for Customer Service Management roles. These positions typically qualify as specialty occupations when they require a bachelor's degree or higher in business administration, finance, or a related field. Sponsorship is handled through City National Bank's HR and legal teams, and the process begins after an offer is extended. Confirming the sponsorship scope during the offer stage is important before you accept.
How do I apply for Customer Service Management jobs at City National Bank?
You can apply directly through City National Bank's careers portal, where Customer Service Management roles are posted by location and business unit. Migrate Mate also lists open roles at City National Bank filtered by visa sponsorship eligibility, which helps you identify positions where the bank has an active sponsorship track record. Tailor your application to highlight team leadership, client relationship management, and any regulated financial services experience.
Which visa types does City National Bank commonly use for Customer Service Management roles?
City National Bank sponsors a range of visa types for this function, including H-1B, F-1 OPT and CPT, TN visa for Canadian and Mexican nationals in qualifying management categories, J-1 visa for exchange visitors, and employment-based Green Cards through the EB-2 and EB-3 preference categories for longer-tenured employees. The visa type used depends on your nationality, educational background, and whether you're already in the U.S.
What qualifications does City National Bank expect for Customer Service Management roles?
City National Bank typically looks for candidates with a bachelor's degree in business, finance, or a related discipline, combined with direct experience managing customer-facing teams in a banking or financial services setting. Familiarity with compliance requirements, CRM systems, and high-net-worth client service models strengthens your application. For visa sponsorship purposes, having a clearly defined degree-to-role match matters, since H-1B specialty occupation classification depends on that alignment.
How do I navigate the visa filing timeline for a Customer Service Management role at City National Bank?
H-1B cap-subject petitions can only be filed once per year, with USCIS accepting registrations in March for an October 1 start date. If you're on F-1 OPT, your employer needs to file before your OPT expires to maintain your work authorization. For TN visas, processing can happen at the border or through USCIS and is faster than H-1B. Raising your timeline with HR early in the hiring process prevents gaps between your offer date and your authorized start date.