Senior Client Officer

3 weeks ago

Thousand Oaks CA USA, United States City National Bank Full time
About the Role

City National Bank is seeking a highly skilled and experienced Senior Client Officer to join our team. As a key member of our branch operations, you will play a critical role in delivering exceptional client service and driving business growth.

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 with regulations, plan and administer colleague schedules, and internal workflow.
  • Support internal sales activities, including providing product and cross-sell opportunity identification training to staff, recognizing referral/sales opportunities, and making 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 as defined by management and bank policy.
  • Develop, motivate, and coach banking office sales/service colleagues, and partner with the CM in completing, monitoring, and auditing branch certifications and operational reviews.
  • Utilize an organized approach to manage and prioritize daily activities to meet all deadlines.
  • Act as a champion for clients and colleagues, providing exemplary service, and partner with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promote solutions appropriate to clients.
  • Promote and facilitate cross-selling of bank services to existing and potential clients to meet established branch sales and referral goals.
  • Work with business partners to deliver solutions to maintain and grow client relationships, and recognize and recommend cross-selling opportunities to maximize banking office profitability.
Requirements
  • Minimum 3 years of direct sales experience required.
  • Minimum 3 years of experience in a banking environment required.
  • Minimum 2 years of supervisory experience in branch operations required.
  • Must be in good standing under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (Safe Act) and must be registered/licensed with the Nationwide Mortgage Licensing System and Registry.
Skills and Knowledge
  • Strong knowledge of Bank policies and procedures and regulatory compliance.
  • Good knowledge of Bank products and services.
  • Working knowledge of Bank audit procedures.
  • Strong interpersonal, verbal, and written communication skills.
  • Ability to organize and prioritize work.
  • Strong problem-solving skills.
  • Strong computer skills.
Compensation

Starting base salary: $36.69 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 the 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.

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