Client Officer

2 weeks ago

Anaheim, United States City National Bank Full time

Overview:

CLIENT OFFICER - Southern California locations

This position is a common role that is generally open and available at any given time. If a role is currently available and you meet the qualifications, you will be contacted. You may also be contacted at a later date if the role is not immediately available but becomes open in the near future.

WHAT IS THE OPPORTUNITY?

Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch.
  • Monitors and maintains operations procedures for compliance to regulations; plans and administers colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues and providing development training for the internal sales/service team.
  • This person will support internal sales activities including providing product and cross-sell opportunity identification training to their staff, recognizing referral/sales opportunities from the team, and making appropriate product/service recommendations to clients they interact with.
Personal and Business Banking Division
As a member of City National's Personal & Business Banking group, you will have the opportunity to make a real difference through a signature client experience. Our branch network delivers proactive advice and high-level financial solutions with a Global Relationship Management model that most banks extend only to larger businesses and high-net-worth families. Our tailored solutions address the financial needs of individuals, organizations and small to mid-sized businesses with an array of products and services, from simple to complex. What you will do
  • Functions as part of a cohesive unit to service client transactions and is responsible for upholding the operational integrity of the branch as defined by management and bank policy. This colleague understands and is able to execute all functions of the daily processes, including, but not limited to, appropriate cash handling responsibilities. In addition, supports, develops, motivates, and coaches banking office sales/service colleagues. Is one of the experts in risk management and loss prevention. Partners with the CM in completing, monitoring and auditing branch certifications and operational reviews. Utilizes an organized approach to manage and prioritize daily activities to meet all deadlines.
  • Acts as a champion for clients and colleagues providing exemplary service. Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients.
  • Promotes and facilitates cross-selling of bank services to existing and potential clients in order to meet established branch sales and referral goals. Works with business partners to deliver solutions in order to maintain and grow client relationships. Recognizes and recommends cross-selling opportunities to maximize banking office profitability.
  • Supports and partners with the CM to proactively develop colleagues to achieve results and accurately assess strengths. Provides feedback, mentoring, and opportunities for development to help colleagues achieve their full potential. Provides instructions and information to colleagues on regulatory procedures, bank policies, legal requirements and other banking standards.
  • Fully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk management. Responsible for appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services.

Experience

The years of experience covers several different levels for this role. The amount of the experience required will be based on the actual level when an active role is posted

  • 3+ years of direct sales experience required.
  • 2+ years experience in a banking environment required.
  • 2+ years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required.

Skills and Knowledge

  • Good knowledge of Bank policies and procedures and regulatory compliance.
  • Working knowledge of Bank products and services.
  • General knowledge of Bank audit procedures.
  • Strong interpersonal, verbal and written communication skills.
  • Ability to organize and prioritize work.
  • Good problem solving skills.
Compensation

This compensation range covers several different levels for this role. Where an applicant might fall within the range is dependent upon the location of the position and their skills, knowledge and abilities, as determined during the application process as well as the location of the opening.

Starting base salary: $22.00 - $40.36 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. 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. Get an inside look at our Benefits and Perks. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.' ABOUT CITY NATIONAL We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to be at the heart of our company today. City National is a subsidiary of Royal Bank of Canada, one of North Americas leading diversified financial services companies.

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