Client Officer

4 weeks ago

Whittier, California, United States City National Bank Full time
About the Role

We are seeking a highly skilled and motivated Client Officer to join our team at City National Bank. As a Client Officer, you will play a critical role in providing exceptional client service and support to our clients.

Key Responsibilities
  • Assist the Client Manager in supervising and participating in branch operations, client service, and internal sales activities.
  • Monitor and maintain operations procedures for compliance to regulations.
  • Plan and administer colleague schedules and internal workflow.
  • Assist in interviewing perspective new colleagues and providing development training for the internal sales/service team.
  • Support internal sales activities, including providing product and cross-sell opportunity identification training to staff.
  • Recognize referral/sales opportunities from the team and make appropriate product/service recommendations to clients.
  • Function as part of a cohesive unit to service client transactions and uphold the operational integrity of the branch.
  • Support, develop, motivate, and coach banking office sales/service colleagues.
  • Partner with the Client Manager in completing, monitoring, and auditing branch certifications and operational reviews.
  • Utilize an organized approach to manage and prioritize daily activities to meet all deadlines.
Requirements
  • Minimum 3 years of direct sales experience.
  • Minimum 2 years of experience in a banking environment.
  • Minimum 2 years of basic computer experience (e.g. Microsoft Word, Excel, Outlook).
  • Must be in good standing under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (Safe Act) and registered/licensed with the Nationwide Mortgage Licensing System and Registry.
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

The starting base salary is $33.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

About City National Bank

City National Bank is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. We provide personalized banking, investment, and trust services in select markets. Our company is dedicated to strengthening communities, and in 2023 alone, we made more than $11 million in charitable contributions to nonprofits that support the communities we serve.

Equal Opportunity Employer

City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable, and inclusive working environment where differences are valued and encouraged.

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