Senior Client Officer

6 days ago


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

We are seeking a highly skilled and experienced Senior Client Officer to join our team at City National Bank. As a key member of our operations team, 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 operations, client service, and internal sales activities.
  • Monitor and maintain operations procedures for compliance with regulations.
  • Plan and administer colleague schedules and internal workflow.
  • Assist with 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, and making appropriate product/service recommendations to clients.
Requirements
  • Minimum 3 years of direct sales experience.
  • Minimum 3 years of experience in a banking environment.
  • Minimum 2 years of supervisory experience in branch operations.
  • Must be in good standing under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 and registered/licensed with the Nationwide Mortgage Licensing System and Registry.
Preferred Qualifications
  • 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.
What We Offer

City National Bank offers a competitive salary, bonus, and commission structure, as well as a comprehensive benefits package and opportunities for professional growth and development.


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