Client Officer

3 weeks ago

New York, New York, United States City National Bank Full time

Job Summary

City National Bank is seeking a highly skilled Client Officer to join our team. As a Client Officer, you will be responsible for assisting the Client Manager in supervising and participating in the operations, client service, and internal sales activities of the branch.

Key Responsibilities

  • Assist the Client Manager in supervising and participating in the operations, client service, and internal sales activities of the branch.
  • Monitor and maintain operations procedures for compliance to regulations.
  • Plan and administer colleague schedules and internal workflow.
  • Assist the Client Manager 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, recognizing referral/sales opportunities from the team, 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.
  • Understand and execute all functions of the daily processes, including cash handling responsibilities.
  • Support, develop, motivate, and coach banking office sales/service colleagues.
  • Be one of the experts in risk management and loss prevention.
  • 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.
  • 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.
  • Recognize and recommend cross-selling opportunities to maximize banking office profitability.
  • Support and partner with the CM to proactively develop colleagues to achieve results and accurately assess strengths.
  • Provide feedback, mentoring, and opportunities for development to help colleagues achieve their full potential.
  • Provide instructions and information to colleagues on regulatory procedures, bank policies, legal requirements, and other banking standards.
  • Be 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 identifying cross-sell opportunities of CNB products and services.

Requirements

  • Minimum 3 years of direct sales experience required.
  • Minimum 2 years experience in a banking environment required.
  • Minimum 2 years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) 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"; or must be able to be registered under the Safe Act.

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

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

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