Client Officer

6 days ago

Whittier, California, 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 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.
  • 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 Client Manager 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 of 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 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

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.

  • Client Officer

    2 weeks ago

    Whittier, California, United States City National Bank Full time

    About the RoleWe 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 ResponsibilitiesAssist the Client Manager in supervising and participating in branch operations, client service, and...

  • Client Officer

    2 weeks ago

    Whittier, California, United States City National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced 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 supporting the growth and success of our clients.Key ResponsibilitiesAssist the Client Manager in supervising and participating in the operations,...

  • Client Officer

    4 weeks ago

    Whittier, California, United States City National Bank Full time

    About the RoleWe 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 ResponsibilitiesAssist the Client Manager in supervising and participating in branch operations, client service, and...

  • Tax Office Manager

    2 weeks ago

    Whittier, California, United States H&R Block Full time

    About the RoleWe are seeking a highly motivated and organized Associate Team Leader to join our team at H&R Block. As a key member of our retail office team, you will be responsible for supporting the Multi-Unit Team Leader and serving as the onsite point of contact for tax office associates and clients.Key ResponsibilitiesExecute and hold all tax office...

  • Tax Office Manager

    2 weeks ago

    Whittier, California, United States H&R Block Full time

    About the Role:We are seeking a highly skilled and motivated individual to join our team as a Tax Office Manager. As a key member of our retail operations team, you will be responsible for supporting the Multi-Unit Team Leader and serving as the onsite point of contact for tax office associates and clients.Key Responsibilities:Execute and hold all tax office...

  • Security Officer

    4 weeks ago

    Whittier, California, United States Allied Universal Full time

    Job Title: Security OfficerAt Allied Universal, we are seeking a highly motivated and detail-oriented Security Officer to join our team. As a Security Officer, you will play a critical role in ensuring the safety and security of our clients and their properties.Responsibilities:Provide exceptional customer service to clients by carrying out safety and...

  • Tax Office Manager

    1 week ago

    Whittier, California, United States H&R Block Full time

    Job Title: Associate Team LeaderAt H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.We strive to continuously...

  • Tax Office Operations Manager

    2 weeks ago

    Whittier, California, United States H&R Block Full time

    About the RoleWe are seeking an experienced and customer-focused Associate Team Leader to join our team at H&R Block. As a key member of our tax office team, you will be responsible for supporting the Multi-Unit Team Leader and serving as the onsite point of contact for tax office associates and clients.Key ResponsibilitiesExecute and hold all tax office...

  • Security Officer

    4 weeks ago

    Whittier, California, United States Allied Universal Full time

    Job Title: Security OfficerAt Allied Universal, we are committed to providing rewarding careers that give you a sense of purpose. As a Security Officer, you will serve and safeguard clients in a range of industries, including Commercial Real Estate, Healthcare, Education, and Government.Responsibilities:Carry out safety and security procedures, site-specific...

  • Whittier Park Security Officer

    2 weeks ago

    Whittier, California, United States Allied Universal Full time

    Job Title: Patrol OfficerAs a Patrol Officer at Allied Universal, you will be responsible for ensuring the safety and security of our clients' properties. Your primary duties will include:Key Responsibilities:Conducting vehicle patrols of exterior areas of assigned locationsPerforming foot patrols of interior and exterior areas of assigned locationsObserving...

  • Security Officer Hospital

    2 weeks ago

    Whittier, California, United States Allied Universal Full time

    Job Summary:As a Hospital Security Officer with Allied Universal, you will play a critical role in safeguarding our high-profile healthcare clients. Your primary responsibility will be to conduct surveillance of the client's premises and protect staff, members, and visitors. You will detect and prevent suspicious activity, observe and report incidents, and...

  • Security Officer Unarmed Position

    3 hours ago

    Whittier, California, United States MSCCN Full time

    Job Summary: We are seeking a Security Officer to join our team at Allied Universal. As a Security Officer, you will serve and safeguard clients in a range of industries, including Commercial Real Estate, Healthcare, Education, Government, and more. Responsibilities:Provide customer service to our clients by carrying out safety and security procedures,...

  • Mortgage Lending Officer

    2 weeks ago

    Whittier, California, United States Citigroup Inc Full time

    About the RoleCitigroup Inc. is seeking a highly skilled Mortgage Lending Officer to join our team. As a Mortgage Lending Officer, you will be responsible for originating high-quality residential real estate loans for clients.Key ResponsibilitiesConsult with customers to understand their financial situation, goals, and lending needs.Analyze financial...

  • Client Services Specialist

    7 days ago

    Whittier, California, United States Pacific Clinics Full time

    Job SummaryPacific Clinics is a leading provider of behavioral and mental health services, seeking a skilled Client Services Specialist to join our team. As a key member of our staff, you will play a vital role in supporting families and individuals in achieving their goals.Key ResponsibilitiesAssist families in identifying and meeting their needs through a...

  • Security Officer

    2 weeks ago

    Whittier, California, United States Allied Universal® Full time

    Job OverviewAllied Universal, a leading security and facility services company, offers rewarding careers that give you a sense of purpose. As a Security Officer, you will be part of a dynamic, diverse, and inclusive workplace that fuels a culture that reflects in our communities and customers we serve.We offer a competitive pay rate of $18.00 per hour,...

  • Mortgage Lending Officer

    7 days ago

    Whittier, California, United States Citigroup Inc Full time

    Mortgage Lending Officer Job DescriptionCitigroup Inc. is seeking a skilled Mortgage Lending Officer to join our team. As a Mortgage Lending Officer, you will be responsible for originating high-quality residential real estate loans for clients.Key Responsibilities:Consult with customers to understand their financial situation, goals, and lending...

  • Mortgage Lending Officer

    2 weeks ago

    Whittier, California, United States Citigroup Inc Full time

    Mortgage Lending Officer Job DescriptionThe Mortgage Lending Officer role at Citigroup Inc is a dynamic position that requires a strong understanding of residential real estate lending. As a Mortgage Lending Officer, you will be responsible for originating high-quality residential real estate loans for clients.Key Responsibilities:Consult with customers to...

  • Human Resources Assistant

    7 days ago

    Whittier, California, United States APR Consulting Full time

    HR Assistant Location: Contract PositionType: 13 weeksAPR Consulting, Inc. has been engaged to identify a skilled HR Assistant to support their clients. The ideal candidate will have strong verbal and written communication skills, be competent in the use of office equipment, and have excellent computer skills. Required Skills:• Ability to perform multiple...

  • Family Law Attorney

    2 months ago

    Whittier, California, United States Gomez Law, APC Full time

    About the JobPosition: Family Law Attorney (Norwalk, CA)We are seeking an attorney with a passion for family law to join our team at Gomez Law, APC. This role offers the opportunity to work full-time under the direct supervision of an experienced attorney, providing in-office legal counsel to our valued clients.Key Responsibilities:Possess a background in...

  • Site Ambassador

    2 weeks ago

    Whittier, California, United States Illumination Foundation Full time

    About the RoleWe are seeking a dedicated and compassionate Site Ambassador to lead our Site Support team at Illumination Foundation. As a key member of our team, you will play a vital role in ensuring the daily needs of our clients are met, while maintaining a clean and organized facility.ResponsibilitiesLead daily operations for the facility, ensuring all...