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Private Banking Officer II

CNB Financial CORP - New York, New York

Posted Apr 21, 2026

Benefits

Parental leave
Not verified
Non-birth-parent leave
Not verified
Family-building benefits
  • Fertility benefits: Offered From the posting source checked Jun 20, 2026
  • Adoption assistance: Not verified
  • Surrogacy assistance: Not verified
Mental health support
Not verified
Relocation assistance
Not verified
Childcare support
Not verified
Learning budget
Offered From the posting source checked Jun 20, 2026
Verification
Not verified
Salary
$65K-$104K From the posting source checked Jun 20, 2026
401(k) match
Reported not verified - source not recorded; source URL not recorded; timestamp not recorded

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Market context

U.S. role benchmark (BLS OEWS)
$78,856 U.S. median for this role
Projected growth (BLS Employment Projections)
+0.8% - Slower

8% above the BLS role benchmark for customer success aggregate.

Matched to SOC 11-1021 - Customer Success aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function
Customer Success From the posting source checked Jun 20, 2026
Seniority
Mid From the posting source checked Jun 20, 2026

Schedule

Shift type
Not verified
Weekend work
Not verified

Company

Company stage
Public-company From the posting source checked Jun 20, 2026

Application

Cover letter
Not verified
Assessment
Not verified
Deadline
Not stated

Where they hire

State eligibility is not yet verified.

About this role

Private Banking Officer II New York, New York PRIVATE BANKING OFFICER II WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk associated with the operational aspects of client servicing and transaction processing for the portfolio supported. WHAT WILL YOU DO? Risk Management/Compliance Within authority, perform deposit operations-related activities within the department. Review and process deposits. Approve checks for cashing. Process deposit fee reversals. Maintain up-to-date knowledge of account activity by reviewing various reports and systems. Identify potential problems and take appropriate action necessary to avoid financial loss to the Bank. Facilitate new deposit account and small business consumer lending requests by providing disclosures, gathering documents and initiates ongoing communication with the client. Complete KYCs for new clients/entities/loans . Follow up with client for missing documentation on DARS report. Respond timely and accurately to inquiries from the Bank's Financial Intelligence Unit (KYC/AML) and/or other Support Unit's regarding client transactions and account activity. Comply with all Bank policies and procedures and ensure adherence to the Bank's regulatory requirements. Client Services Act as primary liaison between the client and all areas

Read the full description at careers-cnb.icims.com. FewerJobs shows a preview and links to the original posting.

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Apply link not verified; last alive Jul 20, 2026.

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